Makaira Partners·CIK 1540866
10
Positions
$828.7M
Portfolio Value
57
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q1 2024
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| PGR | 18.55% | $153,732,408 |
| BBWI |
14.93% |
| $123,767,087 |
| CDW | 13.69% | $113,439,453 |
| CHTR | 13.36% | $110,707,361 |
| LAMR | 13.27% | $109,987,596 |
| KMX | 12.33% | $102,158,688 |
| DPZ | 10.25% | $84,962,008 |
| LBRDK | 2.93% | $24,260,598 |
| WHD | 0.60% | $5,009,000 |
| HEIA | 0.09% | $719,516 |
| Ticker | Last Value | Last Weight |
|---|---|---|
SOLDZBRA | $11,037,339 | 1.45% |