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
| ▼ -90% |
| 3 | CPLA | 2.27% | $15,503,000 | ▼ -3.8% |
| 4 | VRSN | 1.39% | $9,513,000 | ▼ -1.9% |
| 5 | WAIR | 15.76% | $107,700,000 | ▼ -3.3% |
| 6 | VMI | 13.21% | $90,270,000 | ▼ -0.6% |
| 7 | CDW | 13.29% | $90,843,000 | ▼ -2.8% |
| 8 | IRM | 14.33% | $97,961,000 | ▼ -2.8% |
| 9 | QRTEAXXXX | 11.31% | $77,336,000 | ▼ -0.5% |
| 10 | MMS | 3.58% | $24,457,000 | ▼ -0.3% |
| 11 | LVNTA | 2.28% | $15,577,000 | ▼ -0.4% |