Makaira Partners·CIK 1540866
10
Positions
$738.9M
Portfolio Value
57
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2023
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| LBRDK | 18.45% | $136,301,798 |
| PGR |
14.00% |
| $103,484,616 |
| CDW | 13.27% | $98,070,658 |
| ATVI | 13.19% | $97,442,707 |
| BBWI | 12.42% | $91,769,213 |
| KMX | 12.16% | $89,822,069 |
| LAMR | 7.72% | $57,024,187 |
| DPZ | 7.14% | $52,728,825 |
| ZBRA | 1.58% | $11,688,539 |
| HEIA | 0.08% | $597,128 |