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TB
TB
Tom Bancroft
Makaira Partners
Concentrated value
Runs a concentrated long-only fund with a value-oriented approach focused on businesses with clear competitive advantages.
Portfolio Map
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CALLBullish options bet
PUTBearish options bet
Full Portfolio · 2026-05-15
1 positions — click any ticker to open its analysis page
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Quarter-over-Quarter Changes
2026-02-11 → 2026-05-15 · 12 positions moved
| Action | Ticker | Company | Shares Δ | Value | Wt. Δ | Portfolio % |
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