Tom Bancroft - Makaira Partners
Period:    Q4 2025
Portfolio date:    31 Dec 2025
No. of stocks:    11
Portfolio value:    $127,897,188
Holdings Activity Buys Sells    History
Holding/activity history for  Bel Fuse Inc. (BELFB)
← All BELFB superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q4 55,000 7.29 Reduce 45.00% 3.26 $129.94–179.41 · VW $154.81i $9,329,650 SEC
2025   Q3 100,000 7.24 Reduce 59.35% 4.34 $95.45–152.45 · VW $129.16i $14,102,000 SEC
2025   Q2 245,999 7.31 $97.69 $24,031,642 SEC
2025   Q1 245,999 6.17 Buy 6.17 $71.97–90.00 · VW $80.39i $18,415,485 SEC
Price snapshot:
Current price$263.26
Avg. buy price$74.86
+/- since buy251.67%
52-week low$95.34
52-week high$335.29