Makaira Partners·CIK 1540866
10
Positions
$604.2M
Portfolio Value
57
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q3 2022
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| ATVI | 19.27% | $116,429,000 |
| LBRDK |
17.94% |
| $108,385,000 |
| PGR | 12.97% | $78,386,000 |
| BBWI | 12.57% | $75,931,000 |
| CDW | 11.93% | $72,106,000 |
| KMX | 10.12% | $61,148,000 |
| ZBRA | 6.81% | $41,137,000 |
| LAMR | 6.15% | $37,136,000 |
| DPZ | 1.23% | $7,445,000 |
| HEIA | 1.01% | $6,085,000 |