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 | 17.43% | Add +15.1% | 5,742,827 | $99.93M | No quote | No quote |
| 2 | QVCA | LIBERTY INTERACTIVE CORP | 14.34% | - | 2,881,742 | $82.19M | No quote | No quote |
| 3 | VRSN | VERISIGN INC | 13.09% | - | 1,361,169 | $75.03M | $55.12 | No quote |
| 4 | CDW | CDW CORP | 12.91% | Reduce -27.5% | 2,382,210 | $73.97M | $31.05 | No quote |
| 5 | CVA | COVANTA HOLDING CORP | 11.70% | Reduce -5.7% | 3,159,161 | $67.04M | No quote | No quote |
| 6 | IRM | IRON MTN INC | 11.02% | Reduce -3.1% | 1,934,151 | $63.15M | No quote | No quote |
| 7 | CXW | CORRECTIONS CORP | 7.72% | - | 1,287,751 | $44.25M | No quote | No quote |
| 8 | CPLA | CAPELLA EDUCATION CO | 5.19% | - | 474,857 | $29.73M | No quote | No quote |
| 9 | TWC | TIME WARNER CABLE INC | 4.27% | - | 170,513 | $24.47M | No quote | No quote |
| 10 | VMI | VALMONT INDUSTRIES INC | 2.34% | - | 99,421 | $13.42M | No quote | No quote |