Makaira Partners·CIK 1540866
10
Positions
$603.6M
Portfolio Value
57
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2014
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| CDW | 17.36% | $104,797,000 |
16.50% |
| $99,622,000 |
| QRTEAXXXX | 14.02% | $84,608,000 |
| IRMXXXX | 11.72% | $70,767,000 |
| CVA | 11.43% | $69,017,000 |
| VRSN | 11.01% | $66,439,000 |
| CXWXXXX | 7.01% | $42,303,000 |
| CPLA | 4.28% | $25,827,000 |
| TWC | 4.16% | $25,117,000 |
| VMI | 2.50% | $15,107,000 |