Makaira Partners·CIK 1540866
10
Positions
$766.0M
Portfolio Value
57
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q1 2023
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| LBRDK | 17.83% | $136,556,076 |
| PGR |
14.34% |
| $109,863,356 |
| CDW | 13.36% | $102,312,378 |
| ATVI | 12.69% | $97,187,787 |
| BBWI | 11.48% | $87,936,820 |
| KMX | 8.85% | $67,762,240 |
| ZBRA | 7.40% | $56,702,898 |
| LAMR | 7.36% | $56,379,015 |
| DPZ | 6.62% | $50,707,616 |
| HEIA | 0.07% | $570,372 |
| Ticker | Last Value | Last Weight |
|---|---|---|
SOLDFRCB | $9,141,750 | 1.33% |