Tom Bancroft's top holdings (May 2025) include Charter Communications Inc. (CHTR), a connectivity company that provides cable services.

Tom Bancroft is known for his role at Bancroft Capital, an investment firm. The firm focuses on various sectors, aiming to deliver consistent value to its clients. Bancroft's investment approach is centered around in-depth research and a long-term perspective.

Charter Communications Inc. (CHTR)

Charter Communications operates as a broadband connectivity company, serving residential and commercial customers. The company offers a range of services including internet, video, and mobile solutions under the Spectrum brand. Charter's market capitalization is $53.04B, with Tom Bancroft's position currently valued at $146.24M. The discounted cash flow value is $310.95.

Here's an overview of Tom Bancroft's trades in Charter Communications Inc.:

Progressive Corp. (PGR)

Progressive Corp. is one of the largest providers of car insurance in the United States. The company offers its services to individuals and commercial customers. The current value of Tom Bancroft's position is $92.76M, while the company's market cap stands at $155.36B.

Here's an overview of Tom Bancroft's trades in Progressive Corp.:

Bath & Body Works Inc (BBWI)

Bath & Body Works is a retailer specializing in fragrances, soaps, and home scent products. The company operates primarily in North America, offering a wide variety of personal care and home fragrance items. This holding in Tom Bancroft's portfolio is currently worth $69.03M, with a market capitalization of $6.56B. Furthermore, analysts have set a price target of $44.0 for Bath & Body Works. The company's discounted cash flow analysis suggests a value of $49.82 per share.

Here's an overview of Tom Bancroft's trades in Bath & Body Works Inc:

Dominos Pizza Inc (DPZ)

Domino's Pizza is the world's largest pizza company, operating through a network of company-owned and franchise-owned stores. They are primarily engaged in the delivery and carryout pizza business. The market capitalization for Domino's Pizza Inc is $16.72B, and Tom Bancroft's position is currently valued at $67.89M. Analysts have set a price target of $535.0 for Domino's Pizza. The company's discounted cash flow analysis suggests a value of $177.82 per share.

Here's an overview of Tom Bancroft's trades in Dominos Pizza Inc:

CDW Corp (CDW)

CDW Corp is a multi-brand technology solutions provider to business, government, education, and healthcare customers. The company offers a range of products and services, including hardware, software, and integrated IT solutions. CDW Corp has a market capitalization of $20.81B, with the current value of Tom Bancroft's holding at $61.46M.

Here's an overview of Tom Bancroft's trades in CDW Corp: