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 2026-09-12 from SEC 13F data.
Live quotes available for 3 of 12 rows. Rows without a quote are marked unavailable.
| 1 | WAIR | WESCO AIRCRAFT HLDG INC | 19.06% | Add +5.5% | 8,018,950 | $115.39K | No quote | No quote |
| 2 | IRM | IRON MTN INC | 17.18% | Add +2.2% | 3,067,404 | $104.02K | No quote | No quote |
| 3 | CDW | CDW CORP | 16.07% | - | 2,343,810 | $97.27K | $0.04 | No quote |
| 4 | VMI | VALMONT INDUSTRIES INC | 13.84% | Reduce -21.0% | 676,447 | $83.77K | No quote | No quote |
| 5 | QVCA | LIBERTY INTERACTIVE CORP | 11.80% | - | 2,830,442 | $71.47K | No quote | No quote |
| 6 | CVA | COVANTA HOLDING CORP | 6.15% | Reduce -31.6% | 2,207,287 | $37.22K | No quote | No quote |
| 7 | CPLA | CAPELLA EDUCATION CO | 6.06% | Add +1.5% | 696,551 | $36.67K | No quote | No quote |
| 8 | MMS | MAXIMUS INC. | 3.84% | Add +231.4% | 441,700 | $23.25K | $0.05 | No quote |
| 9 | VRSN | VERISIGN INC | 3.30% | Reduce -60.9% | 225,569 | $19.97K | $0.09 | No quote |
| 10 | LVNTA | LIBERTY VENTURES | 2.71% | - | 420,194 | $16.44K | No quote | No quote |
| 12 | UBNT | UBIQUITY NETWORKS | - | Sold | 0 | $0 | No quote | No quote |
| 11 | KEX | KIRBY CORPORATION | - | Sold | 0 | $0 | No quote | No quote |