Tom Bancroft's top holdings (May 2026) include Charter Communications Inc. (CHTR), a prominent broadband connectivity and cable operator.

Tom Bancroft is the founder of Makaira Partners, an investment management firm. His firm's investment approach often involves building concentrated portfolios, focusing on identifying companies that Makaira Partners believes are undervalued in the market.

Charter Communications Inc. (CHTR)

Charter Communications Inc. provides a range of broadband communications services. Operating primarily under the Spectrum brand, the company offers internet, TV, and voice services to residential and business customers across the United States. Charter Communications Inc. has a market capitalization of $22.64B, with Tom Bancroft's position currently valued at $27.09M. Analysts have set a price target of $276.0 for the company, and its discounted cash flow analysis indicates a value of $318.41 per share.
Here's an overview of Tom Bancroft's trades in Charter Communications Inc.:

Lamar Advertising Co (LAMR)

Lamar Advertising Co is a major outdoor advertising company. It specializes in various out-of-home advertising formats, including traditional billboards, digital billboards, transit advertising, and street furniture displays. The company's market cap stands at $13.64B, while the current value of Tom Bancroft's holding is $16.54M. Its discounted cash flow value is indicated at $88.44 per share, and analysts have issued a price target of $150.0 for Lamar Advertising.
Here's an overview of Tom Bancroft's trades in Lamar Advertising Co:

Bel Fuse Inc. (BELFB)

Bel Fuse Inc. designs, manufactures, and markets products that power, protect, and connect electronic circuits. Its broad product portfolio serves global markets including aerospace, military, data networking, telecommunications, and automotive electronics. This holding in Tom Bancroft's portfolio is currently worth $15.17M, with Bel Fuse Inc. reporting a market capitalization of $3.5B. The discounted cash flow analysis for Bel Fuse Inc. suggests a value of $421.46 per share, while analysts have targeted a price of $243.75.
Here's an overview of Tom Bancroft's trades in Bel Fuse Inc.:

Bath & Body Works Inc (BBWI)

Bath & Body Works Inc is a specialty retailer known for its personal care, home fragrance, and bath and body products. The company operates a network of retail stores and an e-commerce platform, offering a wide range of products including lotions, soaps, candles, and air fresheners. Bath & Body Works Inc has a market capitalization of $4.04B; Tom Bancroft's current position is valued at $14.28M. A discounted cash flow value of $38.92 per share has been calculated, and analysts have set a price target of $21.6.
Here's an overview of Tom Bancroft's trades in Bath & Body Works Inc:

CDW Corp (CDW)

CDW Corp is a multi-brand provider of integrated information technology solutions. The company serves a diverse client base, including business, government, education, and healthcare customers, by offering a comprehensive suite of hardware, software, and services. The current value of Tom Bancroft's position in CDW Corp is $13.69M, and the company's market cap stands at $17.46B. Analysts project a price target of $156.75 for CDW, with its discounted cash flow suggesting a value of $175.73 per share.
Here's an overview of Tom Bancroft's trades in CDW Corp: