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 2026-06-06 from SEC 13F data.
Live quotes available for 4 of 13 rows. Rows without a quote are marked unavailable.
| 1 | QVCA | LIBERTY INTERACTIVE CORP | 18.60% | Reduce -15.4% | 6,321,987 | $154.38M | No quote | No quote |
| 2 | CDW | CDW CORP | 16.72% | Add +6.0% | 1,996,750 | $138.75M | $69.49 | No quote |
| 3 | ZBRA | ZEBRA TECHNOLOGIES CORP | 15.96% | Add +6.0% | 1,275,980 | $132.45M | $103.80 | No quote |
| 4 | LVNTA | LIBERTY INTERACTIVE CORP | 11.31% | Add +267.3% | 1,730,352 | $93.85M | No quote | No quote |
| 5 | WAIR | WESCO AIRCRAFT HLDGS INC | 9.07% | - | 10,173,818 | $75.29M | No quote | No quote |
| 6 | IRM | IRON MTN INC | 8.14% | Reduce -6.7% | 1,790,849 | $67.57M | No quote | No quote |
| 7 | VMI | VALMONT INDS INC | 6.31% | Add +6.0% | 315,610 | $52.34M | No quote | No quote |
| 8 | COMM | COMMSCOPE HLDG CO INC | 6.25% | Reduce -40.6% | 1,370,748 | $51.86M | No quote | No quote |
| 9 | LB | L BRANDS INC | 5.46% | New | 752,200 | $45.3M | No quote | No quote |
| 10 | MMS | MAXIMUS INC | 1.28% | Add +4.6% | 148,849 | $10.66M | $71.58 | No quote |
| 11 | CACC | CREDIT ACCEP CORP MICH | 0.91% | Add +5.4% | 23,370 | $7.56M | $323.49 | No quote |
| 13 | CHUBK | COMMERCEHUB INC | - | Sold | 0 | $0 | No quote | No quote |
| 12 | CHUBA | COMMERCEHUB INC | - | Sold | 0 | $0 | No quote | No quote |