Makaira Partners·CIK 1540866
12
Positions
$614.8M
Portfolio Value
57
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q3 2015
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| CDW | 15.58% | $95,768,000 |
14.53% |
| $89,331,000 |
| IRM | 13.20% | $81,152,000 |
| VMI | 12.83% | $78,874,000 |
| QRTEAXXXX | 12.08% | $74,242,000 |
| CVA | 9.39% | $57,715,000 |
| VRSN | 6.62% | $40,711,000 |
| UBNT | 6.25% | $38,428,000 |
| CPLA | 4.79% | $29,461,000 |
| LVNTA | 2.76% | $16,955,000 |
| MMS | 1.29% | $7,939,000 |
| KEX | 0.68% | $4,188,000 |
| Ticker | Last Value | Last Weight |
|---|---|---|
SOLDDORM | $13,820,000 | 2.12% |