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Focused investors/Makaira Partners

Makaira Partners - Makaira Partners LLC

As of Q4 2025, this manager reported 11 long-equity positions worth $127.9M in aggregate.

As of Q4 2025, Makaira Partners's Makaira Partners LLC held 11 long-equity positions with a reported value of $127.9M.

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Reported portfolio value

This chart traces the total value of the manager’s reported 13F equity holdings quarter by quarter, so you can see how their book has grown or shrunk over time.

Latest: $127.9M
Peak: $961.22M (Q3 2018)
Positions: 11
Reported portfolio value by quarterQuarterly total reported 13F value for this manager.$0$250M$500M$750M$1B2011201420162019202120242025PeriodReported value
Quarterly rows

This table lists every reported quarter for the manager, showing the total reported value and the number of positions in each one, so you can track the full filing history at a glance.

PeriodFiledHoldingsTotal valueDelta value
Q4 20252025-12-3111$127.9M-$66.83M(-34.3%)
Q3 20252025-09-3012$194.73M-$134.01M(-40.8%)
Q2 20252025-06-3013$328.74M+$30.51M(+10.2%)
Q1 20252025-03-3113$298.23M-$288.31M(-49.2%)
Q4 20242024-12-3112$586.54M-$191.15M(-24.6%)
Q3 20242024-09-3012$777.68M+$6.71M(+0.9%)
Q2 20242024-06-3011$770.97M-$57.77M(-7.0%)
Q1 20242024-03-3110$828.74M+$69.8M(+9.2%)
Q4 20232023-12-3110$758.94M-$8.03M(-1.0%)
Q3 20232023-09-3010$766.98M+$28.05M(+3.8%)
Q2 20232023-06-3010$738.93M-$27.05M(-3.5%)
Q1 20232023-03-3110$765.98M+$77.39M(+11.2%)
Q4 20222022-12-3111$688.59M+$84.4M(+14.0%)
Q3 20222022-09-3010$604.19M+$161.4M(+36.5%)
Q2 20222022-06-309$442.79M+$442.73M(+797353.4%)
Q1 20222022-03-311$55.53K-$548.33M(-100.0%)
Q4 20212021-12-3111$548.38M+$75.28M(+15.9%)
Q3 20212021-09-3010$473.1M-$31.1M(-6.2%)
Q2 20212021-06-309$504.2M+$30.92M(+6.5%)
Q1 20212021-03-319$473.28M+$38.8M(+8.9%)
Q4 20202020-12-319$434.48M+$72.52M(+20.0%)
Q3 20202020-09-3010$361.96M+$39.89M(+12.4%)
Q2 20202020-06-3010$322.08M-$33.36M(-9.4%)
Q1 20202020-03-3112$355.43M-$100.04M(-22.0%)
Q4 20192019-12-319$455.48M-$173.23M(-27.6%)
Q3 20192019-09-3010$628.7M-$62.08M(-9.0%)
Q2 20192019-06-3010$690.78M-$165.72M(-19.3%)
Q1 20192019-03-319$856.5M+$86.97M(+11.3%)
Q4 20182018-12-3110$769.53M-$191.69M(-19.9%)
Q3 20182018-09-3010$961.22M+$79.49M(+9.0%)
Q2 20182018-06-3010$881.74M+$3.24M(+0.4%)
Q1 20182018-03-3110$878.5M+$48.49M(+5.8%)
Q4 20172017-12-3111$830M+$59.67M(+7.7%)
Q3 20172017-09-3012$770.33M+$4.86M(+0.6%)
Q2 20172017-06-3013$765.47M+$98.88M(+14.8%)
Q1 20172017-03-3113$666.59M-$21.33M(-3.1%)
Q4 20162016-12-3113$687.92M+$26.12M(+3.9%)
Q3 20162016-09-3012$661.8M-$21.71M(-3.2%)
Q2 20162016-06-3012$683.51M+$683.47M(+1637998.5%)
Q1 20162016-03-311$41.73K-$605.92M(-100.0%)
Q4 20152015-12-3112$605.96M-$8.81M(-1.4%)
Q3 20152015-09-3012$614.76M-$36.31M(-5.6%)
Q2 20152015-06-3012$651.07M+$75.99M(+13.2%)
Q1 20152015-03-3112$575.08M+$8.39M(+1.5%)
Q4 20142014-12-3112$566.7M-$6.45M(-1.1%)
Q3 20142014-09-3010$573.15M-$30.45M(-5.0%)
Q2 20142014-06-3010$603.6M+$45.57M(+8.2%)
Q1 20142014-03-3110$558.03M+$18.36M(+3.4%)
Q4 20132013-12-319$539.68M+$68.72M(+14.6%)
Q3 20132013-09-3010$470.96M+$8.11M(+1.8%)
Q2 20132013-06-3011$462.85M+$177.61M(+62.3%)
Q1 20132013-03-3111$285.24M+$48.88M(+20.7%)
Q4 20122012-12-3110$236.35M+$15.81M(+7.2%)
Q3 20122012-09-3011$220.54M+$107.66M(+95.4%)
Q2 20122012-06-308$112.88M+$5.43M(+5.1%)
Q1 20122012-03-318$107.45M+$107.35M(+113670.1%)
Q4 20112011-12-318$94.44K-