Makaira Partners·CIK 1540866
10
Positions
$758.9M
Portfolio Value
57
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q4 2023
Portfolio Value Over Time
| ▲ +4.3% |
| 3 | LAMR | 12.05% | $91,451,814 | ▲ +3.8% |
| 4 | PGR | 16.75% | $127,115,475 | ▲ +2.3% |
| 5 | CDW | 16.34% | $124,020,109 | ▲ +2% |
| 6 | KMX | 11.08% | $84,067,749 | ▲ +1% |
| 7 | DPZ | 8.68% | $65,845,498 | ▲ +0.8% |
| 8 | ZBRA | 1.45% | $11,037,339 | ▲ +0.2% |