Makaira Partners·CIK 1540866
9
Positions
$486.3M
Portfolio Value
57
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q1 2022
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| BBWI | 100.00% | $55,525,000 |
30.30% |
| $130,524,000 |
| ATVI | 24.17% | $104,143,000 |
| CDW | 12.58% | $54,200,000 |
| PGR | 11.73% | $50,521,000 |
| KMX | 10.27% | $44,224,000 |
| ZBRA | 9.88% | $42,561,000 |
| HEIA | 1.01% | $4,336,000 |
| WHD | 0.07% | $284,000 |