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  Victorias Secret & Co. (VSXY)
← All VSXY superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2022   Q1 0 0.00 Sell 100.00% 2.63 $40.90–65.20 · VW $53.86i SEC
2021   Q4 259,738 2.63 Reduce 23.55% 0.93 $45.65–60.38 · VW $52.54i $14,426,000 SEC
2021   Q3 339,738 3.97 Buy 3.97 $39.79–76.00 · VW $62.03i
IPO/listing quarter
$18,774,000 SEC
Price snapshot:
Current price$78.98
52-week low$17.53
52-week high$88.57