Makaira Partners·CIK 1540866
11
Positions
$127.9M
Portfolio Value
57
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q4 2025
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| CHTR | 26.77% | $34,235,000 |
12.06% |
| $15,422,340 |
| LAMR | 11.88% | $15,189,600 |
| BBWI | 11.53% | $14,745,848 |
| CDW | 10.65% | $13,620,000 |
| BELFB | 7.29% | $9,329,650 |
| FLUT | 6.96% | $8,907,387 |
| LMB | 6.22% | $7,959,306 |
| WHD | 5.05% | $6,453,944 |
| SVV | 1.16% | $1,486,087 |
| HEIA | 0.43% | $548,026 |
| Ticker | Last Value | Last Weight |
|---|---|---|
SOLDBELFA | $465,516 | 0.24% |