Makaira Partners·CIK 1540866
12
Positions
$641.1M
Portfolio Value
57
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q4 2024
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| CHTR | 19.95% | $127,918,679 |
| BBWI |
13.68% |
| $87,717,358 |
| PGR | 12.31% | $78,889,915 |
| CDW | 10.39% | $66,622,164 |
| LAMR | 10.07% | $64,581,000 |
| DPZ | 9.06% | $58,111,155 |
| FLUT | 8.00% | $51,285,526 |
| KMX | 7.13% | $45,735,236 |
| WHD | 4.02% | $25,793,019 |
| SVV | 3.28% | $21,052,783 |
| LBRDK | 1.96% | $12,535,832 |
| HEIA | 0.13% | $833,080 |