Makaira Partners·CIK 1540866
9
Positions
$442.8M
Portfolio Value
57
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2022
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| LBRDK | 25.19% | $111,541,000 |
20.22% |
| $89,539,000 |
| KMX | 12.43% | $55,046,000 |
| PGR | 11.64% | $51,531,000 |
| CDW | 10.78% | $47,738,000 |
| BBWI | 9.31% | $41,231,000 |
| ZBRA | 6.83% | $30,241,000 |
| LAMR | 2.78% | $12,316,000 |
| HEIA | 0.81% | $3,603,000 |
| Ticker | Last Value | Last Weight |
|---|---|---|
SOLDWHD | $284,000 | 0.07% |