Tom Bancroft's top holdings (March 2026) include Charter Communications Inc. (CHTR), a major cable operator and internet service provider across the United States.

Tom Bancroft is the founder and Chief Investment Officer of Makaira Partners. He leads the firm in its investment activities, focusing on identifying value opportunities in publicly traded companies. The firm is known for its concentrated, value-oriented investment philosophy.

Charter Communications Inc. (CHTR)

Charter Communications provides internet, television, and voice services to residential and business customers, primarily operating under the Spectrum brand. It is one of the largest broadband connectivity companies in the U.S. The company's market cap stands at $30.36B, while the current value of Tom Bancroft's holding is $38.48M. Analysts have set a price target of $284.38 for Charter Communications, with discounted cash flow analysis suggesting a value of $344.98 per share.
Here's an overview of Tom Bancroft's trades in Charter Communications Inc.:

Bath & Body Works Inc (BBWI)

Bath & Body Works is a global retailer specializing in fragrances, body care, and home fragrance products. They operate stores across various countries and maintain a significant online presence. With a market capitalization of $4.69B, Tom Bancroft's position in Bath & Body Works is currently valued at $16.71M. The company has an analyst price target of $20.36, and its discounted cash flow value is estimated at $58.87 per share.
Here's an overview of Tom Bancroft's trades in Bath & Body Works Inc:

Lamar Advertising Co (LAMR)

Lamar Advertising Company is one of the largest outdoor advertising companies in North America. They specialize in billboard, logo sign, and transit advertising displays across a vast network. Lamar Advertising Co. maintains a market cap of $13.99B, and this holding in Tom Bancroft's portfolio is currently worth $16.53M. Analysts have placed a price target of $145.0 on the stock, while discounted cash flow analysis indicates a value of -$16.58.
Here's an overview of Tom Bancroft's trades in Lamar Advertising Co:

Dominos Pizza Inc (DPZ)

Domino's Pizza, Inc. operates a global network of corporate and franchised pizza stores. It is recognized as one of the world's leading pizza delivery companies, with a presence in numerous international markets. The current value of Tom Bancroft's position in Domino's Pizza is $14.89M, against the company's market capitalization of $13.6B. A per-share analyst price target for Domino's is $472.31, with a discounted cash flow assessment at $208.24 per share.
Here's an overview of Tom Bancroft's trades in Dominos Pizza Inc:

Bel Fuse Inc. (BELFB)

Bel Fuse Inc. manufactures and distributes products for networking, telecommunications, data transmission, and broadband markets. Their offerings include magnetic components, power supplies, and circuit protection devices used globally. This holding in Tom Bancroft's portfolio stands at $12.63M, and Bel Fuse Inc. has a market cap of $2.97B. Its analyst price target is $243.75, and a discounted cash flow valuation stands at $462.24 per share.
Here's an overview of Tom Bancroft's trades in Bel Fuse Inc.: