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	QVCA	LIBERTY INTERACTIVE CORP	24.10%	Add +5.5%	7,517,833	$184.49M	No quote	No quote
2	ZBRA	ZEBRA TECHNOLOGIES CORP	15.90%	Add +4.8%	1,210,886	$121.72M	$100.52	No quote
3	CDW	CDW CORP	15.48%	Add +5.5%	1,894,862	$118.49M	$62.53	No quote
4	WAIR	WESCO AIRCRAFT HLDG INC	13.68%	Add +18.0%	9,649,938	$104.7M	No quote	No quote
5	COMM	COMMSCOPE HOLDING CO INC	10.05%	Add +5.3%	2,022,247	$76.91M	No quote	No quote
6	IRM	IRON MTN INC	8.67%	Add +17.7%	1,931,021	$66.35M	No quote	No quote
7	VMI	VALMONT INDUSTRIES INC	5.85%	Add +5.4%	299,525	$44.81M	No quote	No quote
8	LVNTA	LIBERTY VENTURES	2.77%	Add +6.3%	405,949	$21.23M	No quote	No quote
9	LEXEA	LIBERTY EXPEDIA HOLDINGS INC	1.28%	Add +8.9%	180,762	$9.77M	No quote	No quote
10	MMS	MAXIMUS INC	1.17%	Add +6.3%	143,153	$8.97M	$62.63	No quote
11	CACC	CREDIT ACCEPTANCE CORP	0.75%	Add +11.3%	22,252	$5.72M	$257.15	No quote
12	CHUBK	COMMERCEHUB INC	0.20%	Add +8.6%	89,232	$1.56M	No quote	No quote
13	CHUBA	COMMERCEHUB INC	0.10%	Add +8.6%	44,617	$777K	No quote	No quote