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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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 2 of 8 rows. Rows without a quote are marked unavailable.
| 1 | WU | WESTERN UN CO COM | 21.03% | Add +28.2% | 1,409,659 | $23.74M | $16.84 | No quote |
| 2 | QVCA | LIBERTY INTERACTIVE CORP INT COM SER A | 18.94% | Add +18.3% | 1,202,706 | $21.38M | No quote | No quote |
| 3 | TWC | TIME WARNER CABLE INC COM | 13.08% | Reduce -1.0% | 179,876 | $14.77M | No quote | No quote |
| 4 | IRM | IRON MTN INC COM | 11.86% | Add +5.3% | 406,184 | $13.39M | No quote | No quote |
| 5 | CXW | CORRECTIONS CORP AMER NEW COM NEW | 11.62% | Reduce -14.1% | 445,517 | $13.12M | No quote | No quote |
| 6 | LOW | LOWES COS INC COM | 10.30% | Reduce -16.3% | 408,884 | $11.63M | $28.44 | No quote |
| 7 | CVA | COVANTA HLDG CORP COM | 8.43% | Add +9.8% | 554,987 | $9.52M | No quote | No quote |
| 8 | CPLA | CAPELLA EDUCATION COMPANY COM | 4.73% | Add +9.2% | 153,543 | $5.34M | No quote | No quote |