Makaira Partners·CIK 1540866
11
Positions
$548.4M
Portfolio Value
57
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q4 2021
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| LBRDK | 28.34% | $155,390,000 |
| BBWI |
14.78% |
| $81,068,000 |
| CDW | 11.31% | $62,045,000 |
| ZBRA | 11.17% | $61,234,000 |
| KMX | 10.89% | $59,694,000 |
| ATVI | 9.71% | $53,224,000 |
| PGR | 8.30% | $45,495,000 |
| VSCO | 2.63% | $14,426,000 |
| QVCGAXXXX | 1.14% | $6,266,000 |
| WHD | 0.94% | $5,148,000 |
| HEIA | 0.80% | $4,394,000 |