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 | 19.51% | Add +0.2% | 7,322,212 | $112.18M | No quote | No quote |
| 2 | VRSN | VERISIGN INC | 15.85% | - | 1,361,169 | $91.16M | $66.97 | No quote |
| 3 | CDW | CDW CORP | 15.43% | - | 2,382,210 | $88.71M | $37.24 | No quote |
| 4 | QVCA | LIBERTY INTERACTIVE CORP | 14.63% | - | 2,881,742 | $84.12M | No quote | No quote |
| 5 | CVA | COVANTA HOLDING CORP | 11.74% | - | 3,009,161 | $67.5M | No quote | No quote |
| 6 | VMI | VALMONT INDUSTRIES INC | 4.27% | Add +58.1% | 200,000 | $24.58M | No quote | No quote |
| 7 | UBNT | UBIQUITY NETWORKS | 4.26% | New | 828,195 | $24.47M | No quote | No quote |
| 8 | IRM | IRON MTN INC | 3.91% | Reduce -56.0% | 616,567 | $22.49M | No quote | No quote |
| 9 | CPLA | CAPELLA EDUCATION CO | 3.34% | - | 296,427 | $19.23M | No quote | No quote |
| 10 | LVNTB | LIBERTY VENTURES | 2.99% | - | 409,694 | $17.21M | No quote | No quote |
| 11 | - | DORMAN PRODUCTS INCCUSIP 25878100 | 2.51% | Add +5699.3% | 289,966 | $14.43M | No quote | No quote |
| 12 | MMS | MAXIMUS INC. | 1.57% | - | 135,000 | $9.01M | $66.76 | No quote |
| 13 | CXW | CORRECTIONS CORP | - | Sold | 0 | $0 | No quote | No quote |