Tom Bancroft's top holdings (September 2025) include Bath & Body Works Inc (BBWI), a prominent retailer specializing in personal care, fragrance, and home fragrance products.

Tom Bancroft serves as the President of Granite Group Advisors, an investment advisory firm based in Concord, New Hampshire. The firm manages a diversified portfolio with a focus on value-oriented opportunities across various sectors. Bancroft is known for his analytical approach to identifying companies with solid fundamentals.

Bath & Body Works Inc (BBWI)

Bath & Body Works Inc. operates as a global retailer offering a wide array of beauty and personal care products. The company is recognized for its extensive selection of body care, soaps, sanitizers, and home fragrance items, distributed through its widespread store network and e-commerce channels. This holding in Tom Bancroft's portfolio is currently worth $53.72 million, with the company commanding a market capitalization of $6.56 billion. Analysts have set a price target of $36.5 for Bath & Body Works. Furthermore, a discounted cash flow analysis for the company suggests a value of $54.64 per share.
Here's an overview of Tom Bancroft's trades in Bath & Body Works Inc:

Charter Communications Inc. (CHTR)

Charter Communications Inc. is a leading broadband connectivity and cable operator in the United States, operating under the Spectrum brand. The company provides a range of services, including internet, TV, and voice communications to residential and business customers. The current value of Tom Bancroft's position in Charter Communications Inc. is $53.16 million. With a market cap of $36.29 billion, the company is a significant player in the telecommunications sector. The discounted cash flow value for Charter Communications is estimated at $454.22 per share, and analysts have established a price target of $392.5.
Here's an overview of Tom Bancroft's trades in Charter Communications Inc.:

Bel Fuse Inc. (BELFB)

Bel Fuse Inc. designs, manufactures, and markets products for the electronic industry, focusing on connectivity and power solutions. Their offerings include circuit protection devices, connectors, power supplies, and magnetics, serving global markets across networking, telecommunications, computing, and industrial applications. Bel Fuse has a market capitalization of $1.66 billion, with Tom Bancroft's position currently valued at $33.1 million. The company's discounted cash flow analysis indicates a value of $42.35 per share, and analysts have assigned it a price target of $125.0.
Here's an overview of Tom Bancroft's trades in Bel Fuse Inc.:

Dominos Pizza Inc (DPZ)

Domino's Pizza Inc. is a globally recognized pizza company, operating a vast network of corporate-owned and franchised stores worldwide. It is famous for its pizza delivery and carryout services, offering a variety of pizzas, pasta, wings, and desserts. The company's market cap stands at $15.56 billion, while the current value of Tom Bancroft's holding is $29.77 million. Analysts have set a price target of $540.0 for Dominos Pizza, and its discounted cash flow suggests a value of $210.17 per share.
Here's an overview of Tom Bancroft's trades in Dominos Pizza Inc:

Lamar Advertising Co (LAMR)

Lamar Advertising Co is one of the largest outdoor advertising companies in North America, specializing in billboard, transit, and airport advertising. The company provides local, regional, and national advertisers with a wide range of display options. Lamar Advertising has a market capitalization of $12.88 billion. The position is currently valued at $28.54 million in Tom Bancroft's portfolio. The company's discounted cash flow analysis suggests a value of $134.87 per share.
Here's an overview of Tom Bancroft's trades in Lamar Advertising Co: