Top 10 Stock Picks of Thomas Bancroft's Makaira Partners
In this article, we discuss the top 10 stock picks of Thomas Bancroft’s Makaira Partners.
Founded in 2007, Makaira Partners is a hedge fund manager based in California. Specializing in global equity long-biased strategies, the firm employs a rigorous approach combining fundamental, quantitative, and qualitative analysis alongside field research. Makaira Partners aims to achieve superior long-term compounded annual returns on capital, surpassing those of broad market indexes like the S&P 500, while prioritizing the preservation of capital and minimizing the risk of permanent loss.
Thomas Bancroft serves as a Managing Partner at Makaira Partners LLC, leveraging his extensive experience from previous positions at Plaza Investment Managers/GEICO. He holds a degree from the University of Colorado, Boulder, earned between 1984 and 1988.
Makaira Partners, a hedge fund managing discretionary assets totaling $860,477,000 as of their Form ADV filed on March 2024, serves 4 clients. Their most recent Q1 2024 13F filing revealed holdings of $828,743,715 in managed 13F securities, with a fully concentrated portfolio where the top 10 holdings represent 100% of their investments. Progressive Corp. stands as Makaira Partners' largest holding, with 743,315 shares held.
