Makaira Partners·CIK 1540866
12
Positions
$683.5M
Portfolio Value
57
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2016
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| WAIR | 15.76% | $107,700,000 |
14.33% |
| $97,961,000 |
| CDW | 13.29% | $90,843,000 |
| VMI | 13.21% | $90,270,000 |
| QRTEAXXXX | 11.31% | $77,336,000 |
| ZBRA | 10.04% | $68,648,000 |
| VISN | 6.99% | $47,764,000 |
| CACC | 5.55% | $37,941,000 |
| MMS | 3.58% | $24,457,000 |
| LVNTA | 2.28% | $15,577,000 |
| CPLA | 2.27% | $15,503,000 |
| VRSN | 1.39% | $9,513,000 |
| Ticker | Last Value | Last Weight |
|---|---|---|
SOLDCVA | $37,215,000 | 6.15% |