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  Zebra Technologies Corp. (ZBRA)
← All ZBRA superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2024   Q1 0 0.00 Sell 100.00% 1.45 $233.95–302.63 · VW $269.06i SEC
2023   Q4 40,381 1.45 $273.33 $11,037,339 SEC
2023   Q3 40,381 1.25 Add 2.20% 0.03 $222.58–320.55 · VW $267.09i $9,551,318 SEC
2023   Q2 39,511 1.58 Reduce 77.84% 5.76 $245.75–316.23 · VW $278.57i $11,688,539 SEC
2023   Q1 178,311 7.40 Add 10.89% 0.73 $254.69–351.74 · VW $305.20i $56,702,898 SEC
2022   Q4 160,801 5.99 Add 2.42% 0.14 $224.87–288.61 · VW $261.54i $41,230,984 SEC
2022   Q3 157,006 6.81 Add 52.61% 2.35 $261.63–365.97 · VW $310.38i $41,137,000 SEC
2022   Q2 102,879 6.83 $293.95 $30,241,000 SEC
2022   Q1 102,879 9.88 $413.70 $42,561,000 SEC
2021   Q4 102,879 11.17 Reduce 4.63% 0.54 $491.99–615.00 · VW $567.42i $61,234,000 SEC
2021   Q3 107,879 11.75 $515.42 $55,603,000 SEC
2021   Q2 107,879 11.33 $529.49 $57,121,000 SEC
2021   Q1 107,879 11.06 $485.18 $52,341,000 SEC
2020   Q4 107,879 9.54 $384.33 $41,461,000 SEC
2020   Q3 107,879 7.52 $252.46 $27,235,000 SEC
2020   Q2 107,879 8.57 Reduce 68.34% 12.03 $170.63–278.60 · VW $238.67i $27,612,000 SEC
2020   Q1 340,759 17.60 $183.60 $62,563,000 SEC
2019   Q4 340,759 19.11 Reduce 30.85% 4.99 $188.80–260.30 · VW $244.11i $87,043,000 SEC
2019   Q3 492,759 16.17 $206.37 $101,690,000 SEC
2019   Q2 492,759 14.94 Reduce 28.54% 4.81 $166.15–237.15 · VW $195.70i $103,228,000 SEC
2019   Q1 689,535 16.87 Reduce 2.06% 0.30 $146.52–219.39 · VW $188.65i $144,478,000 SEC
2018   Q4 704,060 14.57 Reduce 6.50% 0.90 $140.95–184.75 · VW $166.79i $112,107,000 SEC
2018   Q3 753,010 13.85 $176.83 $133,155,000 SEC
2018   Q2 753,010 12.23 Reduce 23.91% 4.58 $130.79–161.72 · VW $145.36i $107,869,000 SEC
2018   Q1 989,576 19.16 Reduce 22.45% 4.40 $102.75–147.99 · VW $130.20i $137,739,000 SEC
2017   Q4 1,275,980 19.60 Add 6.05% 1.12 $101.49–117.44 · VW $109.82i $132,447,000 SEC
2017   Q3 1,203,180 21.98 Reduce 0.64% 0.13 $94.78–109.89 · VW $102.97i $130,641,000 SEC
2017   Q2 1,210,886 20.95 Add 4.81% 0.96 $86.82–109.30 · VW $99.84i $121,718,000 SEC
2017   Q1 1,155,332 20.12 Reduce 2.02% 0.36 $81.02–93.61 · VW $87.45i $105,424,000 SEC
2016   Q4 1,179,162 17.77 $85.76 $101,125,000 SEC
2016   Q3 1,179,162 15.08 Reduce 13.94% 1.58 $46.13–71.61 · VW $60.95i $82,081,000 SEC
2016   Q2 1,370,227 11.32 Buy 11.32 $48.51–68.49 · VW $56.43i $68,648,000 SEC
Price snapshot:
Current price$266.71
52-week low$199.05
52-week high$352.66