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  Vistance Networks, Inc. (VISN)
← All VISN superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2019   Q1 0 0.00 Sell 100.00% 0.53 $16.00–24.29 · VW $21.36i SEC
2018   Q4 248,659 0.53 Reduce 86.35% 5.03 $15.09–30.88 · VW $21.00i $4,076,000 SEC
2018   Q3 1,821,309 5.83 $30.76 $56,023,000 SEC
2018   Q2 1,821,309 6.03 Add 32.97% 1.50 $26.29–41.60 · VW $31.17i $53,191,000 SEC
2018   Q1 1,369,698 7.61 Reduce 0.08% <0.01 $35.75–41.44 · VW $38.68i $54,746,000 SEC
2017   Q4 1,370,748 7.68 Reduce 40.59% 5.23 $30.95–39.26 · VW $35.07i $51,855,000 SEC
2017   Q3 2,307,447 12.89 Add 14.10% 1.59 $31.03–38.47 · VW $34.77i $76,630,000 SEC
2017   Q2 2,022,247 13.24 Add 5.33% 0.67 $33.35–42.75 · VW $38.46i $76,906,000 SEC
2017   Q1 1,919,929 15.29 Reduce 2.00% 0.26 $34.89–42.34 · VW $38.85i $80,080,000 SEC
2016   Q4 1,959,129 12.81 $37.20 $72,880,000 SEC
2016   Q3 1,959,129 10.84 Add 27.27% 2.32 $28.28–32.77 · VW $30.02i $58,989,000 SEC
2016   Q2 1,539,300 7.88 Buy 7.88 $26.16–33.09 · VW $30.16i $47,764,000 SEC
Price snapshot:
Current price$12.13
52-week low$3.48
52-week high$13.22