Makaira Partners is a La Jolla, California-based private investment management organization. Makaira aims to achieve long-term compound yearly returns while reducing the danger of irreversible capital loss. The firm primarily invests in publicly traded equity securities of domestic and international companies. Makaira Partners invests in both small and large businesses with strong foundations and potential for future growth. Thomas Bancroft’s investment strategy is similar to that of his Berkshire Hathaway predecessors, who are patient, focused, and long-term investors. Liberty Broadband Corporation and Qurate Retail, Inc. are two of the fund’s holdings.
Here is Insider Monkey’s list of Thomas Bancroft’s Makaira Partners’ stock picks. The aviation, defense, space, medical, telecommunications, and electronics industries are the primary consumers of HEICO Corporation. Makaira Partners had about 34,000 shares in the company worth $4.24 million at the end of June 2021, accounting for 0.84 percent of the portfolio. Cactus, Inc. is a wellhead and pressure control equipment manufacturer that designs, manufactures, distributes, and rents a variety of wellheads and pressure control equipment. The firm sells or rents supplies for onshore unconventional oil and gas wells, which are used during the drilling, completion, and production phases of its clients’ wells. CDK Global, Inc. is based in Hoffman Estates, Illinois, and was founded in 2014. Around 15,000 retail establishments are served by the organization. At the end of June 2021, Makaira Partners owned more than 704,000 shares in the company, valued at more than $35 million. Qurate Retail, Inc. is based in Englewood, Colorado and was formed in 1991. At the end of June 2021, Makaira Partners controlled about 2.98 million shares in the company, valued at over $39 million. For more details, click Thomas Bancroft’s Makaira Partners’ Stock Picks: Liberty Broadband, Bath & Body Works, And More.