Makaira Partners·CIK 1540866
10
Positions
$767.0M
Portfolio Value
57
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q3 2023
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| LBRDK | 20.68% | $158,609,873 |
| PGR |
14.49% |
| $111,170,176 |
| CDW | 14.35% | $110,075,212 |
| ATVI | 11.92% | $91,437,560 |
| BBWI | 11.01% | $84,436,760 |
| KMX | 10.10% | $77,483,866 |
| LAMR | 8.23% | $63,158,577 |
| DPZ | 7.89% | $60,504,127 |
| ZBRA | 1.25% | $9,551,318 |
| HEIA | 0.07% | $548,797 |