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 3 of 13 rows. Rows without a quote are marked unavailable.
| 1 | WAIR | WESCO AIRCRAFT HLDG INC | 18.02% | Add +27.2% | 7,306,512 | $102.15M | No quote | No quote |
| 2 | QVCA | LIBERTY INTERACTIVE CORP | 14.96% | - | 2,881,742 | $84.78M | No quote | No quote |
| 3 | CDW | CDW CORP | 14.78% | - | 2,382,210 | $83.78M | $35.17 | No quote |
| 4 | VRSN | VERISIGN INC | 13.69% | - | 1,361,169 | $77.59M | $57.00 | No quote |
| 5 | CVA | COVANTA HOLDING CORP | 11.69% | Reduce -4.8% | 3,009,161 | $66.23M | No quote | No quote |
| 6 | IRM | IRON MTN INC | 9.57% | Reduce -27.5% | 1,402,658 | $54.23M | No quote | No quote |
| 7 | CXW | CORRECTIONS CORP | 6.35% | Reduce -23.1% | 989,660 | $35.96M | No quote | No quote |
| 8 | CPLA | CAPELLA EDUCATION CO | 4.03% | Reduce -37.6% | 296,427 | $22.81M | No quote | No quote |
| 9 | VMI | VALMONT INDUSTRIES INC | 2.84% | Add +27.3% | 126,513 | $16.07M | No quote | No quote |
| 10 | LVNTB | LIBERTY VENTURES | 2.73% | New | 409,694 | $15.45M | No quote | No quote |
| 11 | MMS | MAXIMUS INC. | 1.31% | New | 135,000 | $7.4M | $54.84 | No quote |
| 12 | - | DORMAN PRODUCTS INCCUSIP 25878100 | 0.04% | New | 5,000 | $241K | No quote | No quote |
| 13 | TWC | TIME WARNER CABLE INC | - | Sold | 0 | $0 | No quote | No quote |