Makaira Partners·CIK 1540866
12
Positions
$606.0M
Portfolio Value
57
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q4 2015
Portfolio Value Over Time
15.01% |
| $90,939,000 |
| VMI | 14.98% | $90,776,000 |
| IRM | 13.38% | $81,076,000 |
| QRTEAXXXX | 12.76% | $77,328,000 |
| VRSN | 8.32% | $50,404,000 |
| CVA | 8.25% | $49,998,000 |
| CPLA | 5.31% | $32,195,000 |
| LVNTA | 3.13% | $18,955,000 |
| MMS | 1.24% | $7,498,000 |
| UBNT | 0.78% | $4,697,000 |
| KEX | 0.59% | $3,557,000 |