Makaira Partners·CIK 1540866
11
Positions
$688.6M
Portfolio Value
57
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q4 2022
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| ATVI | 17.89% | $123,172,318 |
| LBRDK |
16.70% |
| $114,985,644 |
| BBWI | 14.65% | $100,874,690 |
| PGR | 13.05% | $89,853,100 |
| CDW | 12.28% | $84,565,666 |
| KMX | 8.41% | $57,899,875 |
| LAMR | 6.98% | $48,059,134 |
| ZBRA | 5.99% | $41,230,984 |
| DPZ | 1.80% | $12,401,120 |
| FRCB | 1.33% | $9,141,750 |
| HEIA | 0.93% | $6,404,424 |