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 11 rows. Rows without a quote are marked unavailable.
| 1 | WAIR | WESCO AIRCRAFT HLDG INC | 18.07% | Add +0.7% | 4,447,768 | $97.5M | No quote | No quote |
| 2 | QVCA | LIBERTY INTERACTIVE CORP | 15.82% | Add +0.2% | 2,908,165 | $85.36M | No quote | No quote |
| 3 | CDW | CDW CORP | 14.35% | New | 3,314,988 | $77.44M | $23.36 | No quote |
| 4 | IRM | IRON MTN INC | 11.33% | Add +10.8% | 2,014,549 | $61.14M | No quote | No quote |
| 5 | CVA | COVANTA HOLDING CORP | 11.03% | Add +39.0% | 3,354,790 | $59.55M | No quote | No quote |
| 6 | VRSN | VERISIGN INC | 8.96% | Add +0.2% | 808,845 | $48.35M | $59.78 | No quote |
| 7 | CPLA | CAPELLA EDUCATION CO | 8.41% | Add +0.3% | 683,057 | $45.38M | No quote | No quote |
| 8 | CXW | CORRECTIONS CORP | 7.72% | Add +9.0% | 1,298,616 | $41.65M | No quote | No quote |
| 9 | TWC | TIME WARNER CABLE INC | 4.32% | Add +0.2% | 172,084 | $23.32M | No quote | No quote |
| 11 | LVNTA | LIBERTY VENTURES SERIES A | - | Sold | 0 | $0 | No quote | No quote |
| 10 | CDWC | CDW CORP | - | Sold | 0 | $0 | No quote | No quote |