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
- -1.11%
- 5-year
- -33.27%
- 3-year vs S&P 500
- -55.53%
- 5-year vs S&P 500
- -88.08%
- 5-year top 5
- -44.49%
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 2026-09-19 from SEC 13F data.
Live quotes available for 4 of 13 rows. Rows without a quote are marked unavailable.
| 1 | WAIR | WESCO AIRCRAFT HLDG INC | 17.83% | Add +5.5% | 8,018,950 | $115.39M | No quote | No quote |
| 2 | IRM | IRON MTN INC | 16.07% | Add +2.2% | 3,067,404 | $104.02M | No quote | No quote |
| 3 | CDW | CDW CORP | 15.03% | - | 2,343,810 | $97.27M | $41.50 | No quote |
| 4 | VMI | VALMONT INDUSTRIES INC | 12.94% | Reduce -21.0% | 676,447 | $83.77M | No quote | No quote |
| 5 | QVCA | LIBERTY INTERACTIVE CORP | 11.04% | - | 2,830,442 | $71.47M | No quote | No quote |
| 6 | ZBRA | ZEBRA TECHNOLOGIES CORP. | 6.45% | New | 604,727 | $41.73M | $69.00 | No quote |
| 7 | CVA | COVANTA HOLDING CORP | 5.75% | Reduce -31.6% | 2,207,287 | $37.22M | No quote | No quote |
| 8 | CPLA | CAPELLA EDUCATION CO | 5.67% | Add +1.5% | 696,551 | $36.67M | No quote | No quote |
| 9 | MMS | MAXIMUS INC. | 3.59% | Add +231.4% | 441,700 | $23.25M | $52.64 | No quote |
| 10 | VRSN | VERISIGN INC | 3.09% | Reduce -60.9% | 225,569 | $19.97M | $88.54 | No quote |
| 11 | LVNTA | LIBERTY VENTURES | 2.54% | - | 420,194 | $16.44M | No quote | No quote |
| 13 | UBNT | UBIQUITY NETWORKS | - | Sold | 0 | $0 | No quote | No quote |
| 12 | KEX | KIRBY CORPORATION | - | Sold | 0 | $0 | No quote | No quote |