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.
Get email alerts when Makaira Partners files a new 13F — sign in or create a free account.
Updated 2026-06-06 from SEC 13F data.
Live quotes available for 3 of 11 rows. Rows without a quote are marked unavailable.
| 1 | WU | WESTERN UN CO COM | 19.69% | Reduce -0.8% | 3,733,681 | $56.16M | $15.04 | No quote |
| 2 | QVCA | LIBERTY INTERACTIVE CORP INT COM SER A | 14.69% | Reduce -6.3% | 1,960,415 | $41.89M | No quote | No quote |
| 3 | CVA | COVANTA HLDG CORP COM | 12.36% | Reduce -1.0% | 1,749,943 | $35.26M | No quote | No quote |
| 4 | IRM | IRON MTN INC COM | 10.46% | Reduce -0.8% | 821,368 | $29.82M | No quote | No quote |
| 5 | TWC | TIME WARNER CABLE INC COM | 8.89% | Add +98.1% | 263,944 | $25.35M | No quote | No quote |
| 6 | VRSN | VERISIGN, INC. COM | 8.21% | New | 495,680 | $23.43M | $47.27 | No quote |
| 7 | CXW | CORRECTIONS CORP AMER NEW COM NEW | 7.40% | Reduce -0.7% | 540,390 | $21.11M | No quote | No quote |
| 8 | LOW | LOWES COS INC COM | 6.85% | Reduce -1.1% | 515,004 | $19.53M | $37.92 | No quote |
| 9 | CPLA | CAPELLA EDUCATION COMPANY COM | 6.59% | Add +2.6% | 603,287 | $18.79M | No quote | No quote |
| 10 | LVNTA | LIBERTY VENTURES SERIES A COM | 2.97% | Reduce -27.3% | 112,139 | $8.48M | No quote | No quote |
| 11 | ONE | HIGHER ONE HOLDINGS INC COM | 1.90% | Reduce -18.5% | 608,909 | $5.41M | No quote | No quote |