Makaira Partners·CIK 1540866
11
Positions
$771.0M
Portfolio Value
57
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2024
Portfolio Value Over Time
| ▲ +2.8% |
| 3 | PGR | 19.60% | $151,094,693 | ▲ +1.1% |
| 4 | LAMR | 13.97% | $107,740,876 | ▲ +0.7% |
| 5 | DPZ | 11.21% | $86,396,983 | ▲ +1% |
| 6 | LBRDK | 2.97% | $22,911,197 | ▲ +0% |
| 7 | CHTR | 14.45% | $111,443,020 | ▲ +1.1% |
| 8 | HEIA | 0.11% | $824,048 | ▲ +0% |