Makaira Partners·CIK 1540866
12
Positions
$194.7M
Portfolio Value
57
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q3 2025
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| CHTR | 23.17% | $45,117,220 |
| BBWI |
18.12% |
| $35,291,200 |
| LAMR | 10.69% | $20,811,400 |
| FLUT | 10.62% | $20,681,188 |
| DPZ | 8.20% | $15,973,270 |
| CDW | 8.18% | $15,928,000 |
| BELFB | 7.24% | $14,102,000 |
| WHD | 5.34% | $10,396,753 |
| SVV | 5.31% | $10,335,000 |
| LMB | 2.61% | $5,073,452 |
| HEIA | 0.28% | $551,629 |
| BELFA | 0.24% | $465,516 |
| Ticker | Last Value | Last Weight |
|---|---|---|
SOLDKMX | $18,294,764 | 5.57% |