Makaira Partners·CIK 1540866
12
Positions
$777.7M
Portfolio Value
57
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q3 2024
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| PGR | 19.70% | $153,170,297 |
| CHTR |
14.95% |
| $116,241,338 |
| LAMR | 12.35% | $96,044,773 |
| CDW | 11.19% | $87,025,928 |
| BBWI | 9.45% | $73,502,376 |
| DPZ | 8.80% | $68,447,748 |
| KMX | 6.71% | $52,164,489 |
| FLUT | 6.08% | $47,294,650 |
| LBRDK | 3.87% | $30,090,234 |
| WHD | 3.69% | $28,699,719 |
| SVV | 3.10% | $24,090,064 |
| HEIA | 0.12% | $912,234 |