Makaira Partners LLC

Thomas Bancroft III

Period

Q1 2026

Portfolio Date

Mar 31, 2026

Stocks Held

0

Market Value

$0

Holdings Value Trend

Q1 2024

Q2 2024

Q3 2024

Q4 2024

Q1 2025

Q2 2025

Q3 2025

Q4 2025

Top 5 Holdings

Post-Filing Contributors

Price change since reported price, ranked by portfolio contribution

CDW+568.49%
BELFB+127.17%
LAMR+72.31%
DPZ+40.72%

Post-Filing Detractors

Price change since reported price, ranked by portfolio contribution

CHTR-46.29%
BBWI-64.60%
LMB-44.43%
FLUT-9.37%
WHD-7.08%

Sector Analysis

Energy0.0%
Others100.0%
Technology0.0%
Industrials0.0%
Real Estate0.0%
Communication Services0.0%
Consumer Discretionary0.0%

Trading Summary

No stocks in this category

All Holdings