Makaira Partners·CIK 1540866
13
Positions
$298.2M
Portfolio Value
57
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q1 2025
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| CHTR | 24.73% | $73,765,702 |
| BBWI |
16.66% |
| $49,695,662 |
| DPZ | 10.01% | $29,847,710 |
| LAMR | 8.56% | $25,516,303 |
| CDW | 8.35% | $24,889,179 |
| FLUT | 7.91% | $23,577,794 |
| KMX | 7.11% | $21,210,058 |
| BELFB | 6.17% | $18,415,485 |
| PGR | 4.11% | $12,260,842 |
| WHD | 3.64% | $10,863,085 |
| SVV | 2.50% | $7,441,215 |
| HEIA | 0.15% | $458,016 |
| BELFA | 0.10% | $288,312 |
| Ticker | Last Value | Last Weight |
|---|---|---|
SOLDLBRDK | $12,535,832 | 1.96% |