Makaira Partners·CIK 1540866
10
Positions
$536.2M
Portfolio Value
57
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q1 2015
Portfolio Value Over Time
| 3 | VMI | 4.27% | $24,576,000 | ▲ +1.4% |
| 4 | CDW | 15.43% | $88,714,000 | ▲ +0.7% |
| 5 | LVNTB | 2.99% | $17,211,000 | ▲ +0.3% |
| 6 | MMS | 1.57% | $9,013,000 | ▲ +0.3% |
| 7 | CVA | 11.74% | $67,495,000 | ▲ +0.1% |