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  Domino's Pizza, Inc. (DPZ)
← All DPZ superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q4 37,000 12.06 $416.82 $15,422,340 SEC
2025   Q3 37,000 8.20 Reduce 43.05% 3.83 $420.23–496.00 · VW $454.85i $15,973,270 SEC
2025   Q2 64,964 8.90 $450.60 $29,272,778 SEC
2025   Q1 64,964 10.01 Reduce 53.07% 4.81 $397.12–500.55 · VW $457.19i $29,847,710 SEC
2024   Q4 138,439 9.06 Reduce 13.00% 1.14 $398.00–479.34 · VW $434.56i $58,111,155 SEC
2024   Q3 159,129 8.80 Reduce 4.90% 0.55 $396.06–516.37 · VW $433.60i $68,447,748 SEC
2024   Q2 167,329 11.21 Reduce 2.14% 0.22 $469.17–542.75 · VW $514.83i $86,396,983 SEC
2024   Q1 170,991 10.25 Add 7.05% 0.68 $395.08–497.14 · VW $447.63i $84,962,008 SEC
2023   Q4 159,730 8.68 $412.23 $65,845,498 SEC
2023   Q3 159,730 7.89 Add 2.08% 0.16 $328.03–409.95 · VW $382.82i $60,504,127 SEC
2023   Q2 156,470 7.14 Add 1.79% 0.13 $285.84–353.95 · VW $317.21i $52,728,825 SEC
2023   Q1 153,720 6.62 Add 329.39% 5.08 $291.00–369.97 · VW $325.30i $50,707,616 SEC
2022   Q4 35,800 1.80 Add 49.17% 0.59 $299.41–395.00 · VW $347.01i $12,401,120 SEC
2022   Q3 24,000 1.23 Buy 1.23 $310.07–426.44 · VW $368.36i $7,445,000 SEC
Price snapshot:
Current price$309.85
Avg. buy price$340.30
+/- since buy-8.95%
52-week low$282.00
52-week high$486.62