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 13 rows. Rows without a quote are marked unavailable.


1	CDW	CDW CORP	15.58%	Reduce -1.6%	2,343,810	$95.77M	$40.86	No quote
2	WAIR	WESCO AIRCRAFT HLDG INC	14.53%	-	7,322,212	$89.33M	No quote	No quote
3	IRM	IRON MTN INC	13.20%	Add +20.0%	2,616,117	$81.15M	No quote	No quote
4	VMI	VALMONT INDUSTRIES INC	12.83%	Add +67.2%	831,219	$78.87M	No quote	No quote
5	QVCA	LIBERTY INTERACTIVE CORP	12.08%	Reduce -1.8%	2,830,442	$74.24M	No quote	No quote
6	CVA	COVANTA HOLDING CORP	9.39%	Add +9.9%	3,307,461	$57.72M	No quote	No quote
7	VRSN	VERISIGN INC	6.62%	Reduce -57.6%	576,969	$40.71M	$70.56	No quote
8	UBNT	UBIQUITY NETWORKS	6.25%	Reduce -0.8%	1,133,908	$38.43M	No quote	No quote
9	CPLA	CAPELLA EDUCATION CO	4.79%	Add +11.0%	594,940	$29.46M	No quote	No quote
10	LVNTA	LIBERTY VENTURES	2.76%	Add +2.6%	420,194	$16.96M	No quote	No quote
11	MMS	MAXIMUS INC.	1.29%	Reduce -1.3%	133,300	$7.94M	$59.56	No quote
12	KEX	KIRBY CORPORATION	0.68%	New	67,600	$4.19M	$61.95	No quote
13	DORM	DORMAN PRODUCTS INC	-	Sold	0	$0	No quote	No quote