Makaira Partners·CIK 1540866
12
Positions
$651.1M
Portfolio Value
57
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2015
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| WAIR | 17.04% | $110,932,000 |
12.90% |
| $84,011,000 |
| CDW | 12.54% | $81,662,000 |
| QRTEAXXXX | 12.28% | $79,968,000 |
| IRM | 10.38% | $67,599,000 |
| CVA | 9.79% | $63,764,000 |
| VMI | 9.08% | $59,090,000 |
| UBNT | 5.60% | $36,489,000 |
| CPLA | 4.42% | $28,773,000 |
| LVNTA | 2.47% | $16,089,000 |
| DORM | 2.12% | $13,820,000 |
| MMS | 1.36% | $8,874,000 |