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 5 of 13 rows. Rows without a quote are marked unavailable.


1	WAIR	WESCO AIRCRAFT HLDG INC	15.76%	Add +0.1%	8,025,308	$107.7M	No quote	No quote
2	IRM	IRON MTN INC	14.33%	Reduce -19.8%	2,459,468	$97.96M	No quote	No quote
3	CDW	CDW CORP	13.29%	Reduce -3.3%	2,266,550	$90.84M	$40.08	No quote
4	VMI	VALMONT INDUSTRIES INC	13.21%	Reduce -1.4%	667,334	$90.27M	No quote	No quote
5	QVCA	LIBERTY INTERACTIVE CORP	11.31%	Add +7.7%	3,048,317	$77.34M	No quote	No quote
6	ZBRA	ZEBRA TECHNOLOGIES CORP	10.04%	New	1,370,227	$68.65M	$50.10	No quote
7	COMM	COMMSCOPE HOLDING CO INC	6.99%	New	1,539,300	$47.76M	No quote	No quote
8	CACC	CREDIT ACCEPTANCE CORP	5.55%	New	205,000	$37.94M	$185.08	No quote
9	MMS	MAXIMUS INC	3.58%	-	441,700	$24.46M	$55.37	No quote
10	LVNTA	LIBERTY VENTURES	2.28%	-	420,194	$15.58M	No quote	No quote
11	CPLA	CAPELLA EDUCATION CO	2.27%	Reduce -57.7%	294,505	$15.5M	No quote	No quote
12	VRSN	VERISIGN INC	1.39%	Reduce -51.2%	110,031	$9.51M	$86.46	No quote
13	CVA	COVANTA HOLDING CORP	-	Sold	0	$0	No quote	No quote