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 10 rows. Rows without a quote are marked unavailable.
| 1 | WAIR | WESCO AIRCRAFT HLDG INC | 17.54% | - | 4,447,768 | $97.9M | No quote | No quote |
| 2 | CDW | CDW CORP | 16.30% | - | 3,314,988 | $90.96M | $27.44 | No quote |
| 3 | QVCA | LIBERTY INTERACTIVE CORP | 15.05% | - | 2,908,165 | $83.96M | No quote | No quote |
| 4 | CVA | COVANTA HOLDING CORP | 10.89% | Add +0.3% | 3,365,490 | $60.75M | No quote | No quote |
| 5 | VRSN | VERISIGN INC | 10.71% | Add +37.1% | 1,108,845 | $59.78M | $53.91 | No quote |
| 6 | IRM | IRON MTN INC | 9.95% | - | 2,014,549 | $55.54M | No quote | No quote |
| 7 | CXW | CORRECTIONS CORP | 7.29% | - | 1,298,616 | $40.67M | No quote | No quote |
| 8 | CPLA | CAPELLA EDUCATION CO | 5.37% | Reduce -30.5% | 474,857 | $29.99M | No quote | No quote |
| 9 | TWC | TIME WARNER CABLE INC | 4.23% | - | 172,084 | $23.61M | No quote | No quote |
| 10 | VMI | VALMONT INDUSTRIES INC | 2.67% | New | 100,000 | $14.88M | No quote | No quote |