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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Filing period

Updated 2026-06-06 from SEC 13F data.

Live quotes available for 4 of 14 rows. Rows without a quote are marked unavailable.


1	WAIR	WESCO AIRCRAFT HLDG INC	17.04%	-	7,322,212	$110.93M	No quote	No quote
2	VRSN	VERISIGN INC	12.90%	-	1,361,169	$84.01M	$61.72	No quote
3	CDW	CDW CORP	12.54%	-	2,382,210	$81.66M	$34.28	No quote
4	QVCA	LIBERTY INTERACTIVE CORP	12.28%	-	2,881,742	$79.97M	No quote	No quote
5	IRM	IRON MTN INC	10.38%	Add +253.7%	2,180,610	$67.6M	No quote	No quote
6	CVA	COVANTA HOLDING CORP	9.79%	-	3,009,161	$63.76M	No quote	No quote
7	VMI	VALMONT INDUSTRIES INC	9.08%	Add +148.6%	497,100	$59.09M	No quote	No quote
8	UBNT	UBIQUITY NETWORKS	5.60%	Add +38.0%	1,143,308	$36.49M	No quote	No quote
9	CPLA	CAPELLA EDUCATION CO	4.42%	Add +80.9%	536,117	$28.77M	No quote	No quote
10	LVNTA	LIBERTY VENTURES	2.47%	New	409,694	$16.09M	No quote	No quote
11	DORM	DORMAN PRODUCTS INC	2.12%	New	289,966	$13.82M	$47.66	No quote
12	MMS	MAXIMUS INC.	1.36%	-	135,000	$8.87M	$65.73	No quote
14	LVNTB	LIBERTY VENTURES	-	Sold	0	$0	No quote	No quote
13	-	DORMAN PRODUCTS INCCUSIP 25878100	-	Sold	0	$0	No quote	No quote