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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Filing period

Updated 2026-06-06 from SEC 13F data.

Live quotes available for 2 of 13 rows. Rows without a quote are marked unavailable.


1	WAIR	WESCO AIRCRAFT HLDG INC	15.72%	New	3,919,089	$72.78M	No quote	No quote
2	QVCA	LIBERTY INTERACTIVE CORP	14.43%	Add +48.0%	2,901,615	$66.77M	No quote	No quote
3	WU	WESTERN UNION CO	10.72%	Reduce -22.4%	2,898,779	$49.6M	$17.11	No quote
4	CVA	COVANTA HOLDING CORP	10.44%	Add +37.9%	2,413,543	$48.32M	No quote	No quote
5	IRM	IRON MTN INC	9.69%	Add +105.2%	1,685,311	$44.85M	No quote	No quote
6	TWC	TIME WARNER CABLE INC	9.03%	Add +40.8%	371,684	$41.81M	No quote	No quote
7	VRSN	VERISIGN INC	7.79%	Add +62.8%	807,095	$36.05M	$44.66	No quote
8	CDWC	CDW CORP	7.10%	New	1,764,706	$32.86M	No quote	No quote
9	CXW	CORRECTIONS CORP	6.13%	Add +55.1%	837,990	$28.38M	No quote	No quote
10	CPLA	CAPELLA EDUCATION CO	6.13%	Add +12.9%	681,357	$28.38M	No quote	No quote
11	LVNTA	LIBERTY VENTURES SERIES A	2.82%	Add +37.1%	153,739	$13.07M	No quote	No quote
13	LOW	LOWES COS INC COM	-	Sold	0	$0	No quote	No quote
12	ONE	HIGHER ONE HOLDINGS INC COM	-	Sold	0	$0	No quote	No quote