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Focused investors/Makaira Partners

Makaira Partners - Makaira Partners LLC

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

Copy-investor backtest

Latest quarter
+13.61%
1-year
-6.34%
3-year
-0.64%
5-year
-32.73%
3-year vs S&P 500
-55.06%
5-year vs S&P 500
-87.54%
5-year top 5
-44.70%

Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.

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