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  Lowe's Companies, Inc. (LOW)
← All LOW superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2013   Q2 0 0.00 Sell 100.00% 8.91 $38.87–47.51 · VW $44.07i SEC
2013   Q1 515,004 8.91 Reduce 1.13% 0.12 $37.09–43.84 · VW $41.01i $19,529,000 SEC
2012   Q4 520,904 10.84 Reduce 41.30% 6.72 $34.20–39.98 · VW $37.44i $18,503,000 SEC
2012   Q3 887,409 16.28 Add 117.03% 8.78 $27.81–36.27 · VW $33.39i $26,835,000 SEC
2012   Q2 408,884 13.50 Reduce 16.33% 3.02 $24.76–28.71 · VW $27.32i $11,629,000 SEC
2012   Q1 488,674 18.48 Reduce 0.85% 0.15 $25.28–32.29 · VW $28.10i $15,335,000 SEC
2011   Q4 492,874 17.11 $25.38 $12,509,000 SEC
Price snapshot:
Current price$207.70
52-week low$203.40
52-week high$291.66