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
| Ticker | % Portfolio | Value |
|---|---|---|
| WAIR | 19.51% | $112,176,000 |
15.85% |
| $91,157,000 |
| CDW | 15.43% | $88,714,000 |
| QRTEAXXXX | 14.63% | $84,118,000 |
| CVA | 11.74% | $67,495,000 |
| VMI | 4.27% | $24,576,000 |
| IRMXXXX | 3.91% | $22,492,000 |
| CPLA | 3.34% | $19,232,000 |
| LVNTB | 2.99% | $17,211,000 |
| MMS | 1.57% | $9,013,000 |
| Ticker | Last Value | Last Weight |
|---|---|---|
SOLDCXWXXXX | $35,964,000 | 6.35% |