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  Iron Mountain Inc. (IRM)
← All IRM superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2018   Q4 0 0.00 Sell 100.00% 6.57 $30.22–35.18 · VW $32.42i SEC
2018   Q3 1,829,944 6.57 $34.52 $63,170,000 SEC
2018   Q2 1,829,944 7.27 Add 0.74% 0.05 $31.87–35.37 · VW $33.84i $64,066,000 SEC
2018   Q1 1,816,574 8.30 Add 1.44% 0.12 $30.78–37.94 · VW $33.42i $59,692,000 SEC
2017   Q4 1,790,849 10.00 Reduce 6.67% 0.84 $36.93–41.53 · VW $39.34i $67,569,000 SEC
2017   Q3 1,918,793 12.56 Reduce 0.63% 0.07 $32.92–40.64 · VW $37.93i $74,641,000 SEC
2017   Q2 1,931,021 11.42 Add 17.72% 1.72 $32.53–36.70 · VW $34.79i $66,350,000 SEC
2017   Q1 1,640,366 11.17 Reduce 2.03% 0.19 $32.27–37.75 · VW $35.49i $58,512,000 SEC
2016   Q4 1,674,356 9.56 $32.48 $54,383,000 SEC
2016   Q3 1,674,356 11.55 Reduce 31.92% 5.16 $35.42–41.50 · VW $38.89i $62,839,000 SEC
2016   Q2 2,459,468 16.16 Reduce 19.82% 3.86 $32.12–39.84 · VW $36.85i $97,961,000 SEC
2016   Q1 3,067,404 19.48 Add 2.19% 0.42 $23.64–34.15 · VW $29.14i $104,016,000 SEC
2015   Q4 3,001,704 15.34 Add 14.74% 1.97 $25.99–32.35 · VW $29.42i $81,076,000 SEC
2015   Q3 2,616,117 15.01 Add 19.97% 2.50 $26.49–32.25 · VW $29.49i $81,152,000 SEC
2015   Q2 2,180,610 11.84 Buy 11.84 $30.95–38.49 · VW $34.69i $67,599,000 SEC
Price snapshot:
Current price$122.37
52-week low$76.62
52-week high$134.68