Makaira Partners·CIK 1540866
13
Positions
$328.7M
Portfolio Value
57
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2025
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| CHTR | 24.89% | $81,828,227 |
16.76% |
| $55,097,608 |
| FLUT | 9.25% | $30,411,151 |
| DPZ | 8.90% | $29,272,778 |
| CDW | 8.44% | $27,735,920 |
| LAMR | 8.28% | $27,216,194 |
| BELFB | 7.31% | $24,031,642 |
| KMX | 5.57% | $18,294,764 |
| WHD | 4.75% | $15,609,352 |
| SVV | 3.35% | $11,000,057 |
| LMB | 2.23% | $7,318,684 |
| HEIA | 0.17% | $561,746 |
| BELFA | 0.11% | $359,490 |
| Ticker | Last Value | Last Weight |
|---|---|---|
SOLDPGR | $12,260,842 | 4.11% |