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Tom Bancroft - Makaira Partners
54 trades  ·  43 closed  ·  11 open  ·  Win rate: 64.8%  ·  Avg return: +51.4%  ·  Median return: +14.9%
Stock Entry
Quarter
Entry
Price
Exit
Quarter
Exit / Current
Price
Return Status Filings
CDW - CDW Corp.
Q4 2013 $23.36 Open $139.38 +496.66% Open History
ZBRA - Zebra Technologies Corp.
Q2 2016 $50.10 Q4 2023 $273.33 +445.57% Closed History
WHD - Cactus, Inc.
Q1 2020 $11.60 Q1 2022 $56.80 +389.66% Closed History
HEI.A - Heico Cl A
Q1 2020 $63.91 Open $249.70 +290.71% Open History
BELFB - Bel Fuse Inc.
Q1 2025 $74.86 Open $279.39 +273.22% Open History
PGR - The Progressive Corp.
Q3 2021 $90.38 Q1 2025 $283.01 +213.13% Closed History
TWC - Time Warner Cable Inc
Q4 2011 $63.57 Q3 2014 $143.49 +125.72% Closed History
VRSN - VeriSign, Inc.
Q1 2013 $47.27 Q2 2016 $86.46 +82.91% Closed History
LAMR - Lamar Advertising Co.
Q2 2022 $87.97 Open $157.23 +78.73% Open History
CXW* - Corrections Corp Amer New Com
Q4 2011 $20.37 Q4 2014 $36.34 +78.40% Closed History
LVNTA - Liberty Ventures Series A
Q3 2012 $49.64 Q3 2013 $88.17 +77.62% Closed History
CACC - Credit Acceptance Corp.
Q2 2016 $185.08 Q4 2017 $323.49 +74.78% Closed History
BELFA - Bel Fuse Inc.
Q1 2025 $72.06 Q3 2025 $116.35 +61.46% Closed History
GLIBA - Liberty Capital Corp.
Q1 2018 $52.86 Q3 2020 $81.96 +55.05% Closed History
CDK - Cdk Global Inc
Q1 2020 $32.85 Q2 2021 $49.69 +51.26% Closed History
LOW - Lowe's Companies, Inc.
Q4 2011 $25.38 Q1 2013 $37.92 +49.41% Closed History
LVNTB - Liberty Ventures
Q4 2016 $36.87 Q4 2017 $54.24 +47.11% Closed History
CHUBA - Commercehub Inc
Q3 2016 $15.79 Q3 2017 $22.56 +42.88% Closed History
ATVI - Activision Blizzard Inc
Q4 2021 $66.53 Q3 2023 $93.63 +40.73% Closed History
LEXEA - Liberty Expedia Holdings Inc
Q4 2016 $39.67 Q2 2017 $54.02 +36.17% Closed History
CHUBK - Commercehub Inc
Q3 2016 $15.92 Q3 2017 $21.35 +34.11% Closed History
MMS - Maximus, Inc.
Q4 2014 $54.84 Q4 2017 $71.58 +30.53% Closed History
CPLA - Capella Education Co
Q2 2013 $41.65 Q2 2016 $52.64 +26.39% Closed History
CVA - Covanta Hldg Corp
Q4 2011 $13.69 Q1 2016 $16.86 +23.16% Closed History
CDWC - Cdw Corp
Q2 2013 $18.62 Q3 2013 $22.83 +22.61% Closed History
LB - L Brands Inc
Q4 2017 $60.22 Q2 2021 $72.06 +19.66% Closed History
IRM* - Iron Mtn Inc
Q4 2011 $30.80 Q1 2015 $36.48 +18.44% Closed History
IRM - Iron Mountain Inc.
Q2 2015 $31.00 Q3 2018 $34.52 +11.35% Closed History
BBWI - Bath & Body Works, Inc.
Q3 2021 $63.03 Q4 2021 $69.79 +10.73% Closed History
3UB - Ubiquity Networks
Q1 2015 $29.55 Q4 2015 $31.69 +7.24% Closed History
KMX - CarMax, Inc.
Q4 2018 $62.73 Q2 2025 $67.21 +7.14% Closed History
WHD - Cactus, Inc.
Q1 2024 $50.09 Open $52.60 +5.01% Open History
LVNTA - Liberty Ventures
Q2 2015 $39.27 Q3 2016 $39.87 +1.53% Closed History
FOXA - Fox Corp.
Q2 2019 $36.64 Q4 2019 $37.07 +1.17% Closed History
VSXY - Victorias Secret & Co.
Q3 2021 $55.26 Q4 2021 $55.54 +0.51% Closed History
DORM - Dorman Products, Inc.
Q2 2015 $47.66 Q2 2015 $47.66 +0.00% Closed History
FRCB - First Republic Bank Ord
Q4 2022 $121.89 Q4 2022 $121.89 +0.00% Closed History
HEI - HEICO Corp.
Q1 2020 $74.60 Q1 2020 $74.60 +0.00% Closed History
IAA - Iaa Inc
Q1 2020 $29.96 Q1 2020 $29.96 +0.00% Closed History
LVNAR - Liberty Ventures Series A Rights
Q3 2012 $13.53 Q3 2012 $13.53 +0.00% Closed History
DPZ - Domino's Pizza, Inc.
Q3 2022 $310.21 Open $309.85 -0.12% Open History
LBRDK - Liberty Broadband Corp.
Q2 2018 $70.90 Q4 2024 $70.00 -1.27% Closed History
VMI - Valmont Industries, Inc.
Q1 2014 $148.84 Q1 2018 $146.30 -1.71% Closed History
WU - The Western Union Co.
Q4 2011 $18.26 Q2 2013 $17.11 -6.30% Closed History
KEX - Kirby Corp.
Q3 2015 $61.95 Q4 2015 $52.62 -15.06% Closed History
SVV - Savers Value Village, Inc.
Q2 2024 $12.24 Open $9.69 -20.83% Open History
BBWI - Bath & Body Works, Inc.
Q2 2022 $26.92 Open $20.04 -25.56% Open History
WAIR - Wesco Aircraft Hldg Inc
Q2 2013 $18.57 Q4 2019 $11.02 -40.66% Closed History
LMB - Limbach Holdings, Inc.
Q2 2025 $140.10 Open $74.70 -46.68% Open History
VISN - Vistance Networks, Inc.
Q2 2016 $31.03 Q4 2018 $16.39 -47.18% Closed History
FLUT - Flutter Entertainment plc
Q3 2024 $237.28 Open $108.47 -54.29% Open History
CAAP - Corporación América Airports S.A.
Q1 2018 $12.34 Q3 2019 $4.53 -63.29% Closed History
QVCAQ - Qurate Retail Inc
Q2 2018 $1,061.00 Q4 2021 $380.00 -64.18% Closed History
CHTR - Charter Communications, Inc.
Q4 2023 $388.68 Open $127.91 -67.09% Open History
Entry/exit prices and returns are split-adjusted to today's share basis. The quarter-by-quarter history shows prices exactly as filed with the SEC, so a pre-split quarter's price will look higher than the split-adjusted entry above.