Top 5 Stock Picks of Thomas Bancroft’s Makaira Partners

2. Bath & Body Works, Inc. (NYSE:BBWI)

Makaira Partners’ Stake Value: $85 million

Percentage of Makaira Partners’ 13F Portfolio: 17.96%

Number of Hedge Fund Holders: 56

Bath & Body Works, Inc. (NYSE:BBWI) is an American multinational specialty retail company. Its main products include body care, home fragrance products, soaps, and sanitizers. The company has 3,050 different locations including 1,750 company-operated locations and 300 international franchises.

After beating the third-quarter 2021 estimates of $0.61 by $0.31 Bath & Body Works, Inc. (NYSE:BBWI) has maintained a 12% EPS growth per year over the last three years. In addition to that, the company’s revenue grew by 54% over the last year to $13 billion.

According to the third-quarter 2021 13F filings, Bath & Body Works, Inc. (NYSE:BBWI) makes up 17.96% of Makaira Partners’ portfolio with roughly 1.35 million shares worth $85 million.