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  Cactus, Inc. (WHD)
← All WHD superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q4 141,286 5.05 Reduce 46.36% 2.48 $33.20–48.83 · VW $41.75i $6,453,944 SEC
2025   Q3 263,409 5.34 Reduce 26.22% 1.25 $37.53–48.35 · VW $41.35i $10,396,753 SEC
2025   Q2 357,030 4.75 Add 50.63% 1.60 $33.80–47.62 · VW $41.27i $15,609,352 SEC
2025   Q1 237,030 3.64 Reduce 46.37% 1.86 $35.35–65.35 · VW $51.08i $10,863,085 SEC
2024   Q4 441,964 4.02 Reduce 8.11% 0.30 $55.78–70.01 · VW $62.86i $25,793,019 SEC
2024   Q3 480,974 3.69 Reduce 3.72% 0.13 $50.50–64.96 · VW $58.75i $28,699,719 SEC
2024   Q2 499,581 3.42 Add 399.58% 2.74 $46.45–55.23 · VW $51.00i $26,347,902 SEC
2024   Q1 100,000 0.60 Buy 0.60 $37.58–51.05 · VW $44.37i $5,009,000 SEC
2022   Q2 0 0.00 Sell 100.00% 0.07 $35.74–62.83 · VW $47.67i SEC
2022   Q1 5,000 0.07 Reduce 96.30% 0.91 $38.17–64.18 · VW $51.27i $284,000 SEC
2021   Q4 135,000 0.94 $38.13 $5,148,000 SEC
2021   Q3 135,000 1.08 $37.72 $5,092,000 SEC
2021   Q2 135,000 0.98 $36.72 $4,957,000 SEC
2021   Q1 135,000 0.87 $30.62 $4,134,000 SEC
2020   Q4 135,000 0.81 $26.07 $3,519,000 SEC
2020   Q3 135,000 0.72 $19.19 $2,591,000 SEC
2020   Q2 135,000 0.86 Reduce 10.00% 0.05 $11.80–24.34 · VW $17.58i $2,785,000 SEC
2020   Q1 150,000 0.49 Buy 0.49 $8.16–35.28 · VW $19.54i $1,740,000 SEC
Price snapshot:
Current price$53.47
Avg. buy price$49.36
+/- since buy8.34%
52-week low$32.93
52-week high$64.14