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 6 of 11 rows. Rows without a quote are marked unavailable.
| 1 | QRTEA | QURATE RETAIL INC | 18.17% | Add +6.0% | 7,162,597 | $139.81M | No quote | No quote |
| 2 | ZBRA | ZEBRA TECHNOLOGIES CORP | 14.57% | Reduce -6.5% | 704,060 | $112.11M | $159.23 | No quote |
| 3 | CDW | CDW CORP | 13.80% | Reduce -6.6% | 1,310,320 | $106.2M | $81.05 | No quote |
| 4 | LB | L BRANDS INC | 12.43% | Reduce -1.0% | 3,727,572 | $95.69M | No quote | No quote |
| 5 | LBRDK | LIBERTY BROADBAND CORP | 11.95% | Add +111.4% | 1,276,901 | $91.98M | $72.03 | No quote |
| 6 | WAIR | WESCO AIRCRAFT HOLDINGS INC | 11.11% | - | 10,817,428 | $85.46M | No quote | No quote |
| 7 | GLIBA | GCI LIBERTY INC | 10.19% | Reduce -28.7% | 1,904,382 | $78.38M | $41.16 | No quote |
| 8 | KMX | CARMAX INC | 5.99% | New | 735,000 | $46.11M | $62.73 | No quote |
| 9 | CAAP | CORPORACION AMER ARPTS SA | 1.26% | Add +10.6% | 1,466,379 | $9.72M | $6.63 | No quote |
| 10 | COMM | COMMSCOPE HOLDING CO INC | 0.53% | Reduce -86.3% | 248,659 | $4.08M | No quote | No quote |
| 11 | IRM | IRON MTN INC | - | Sold | 0 | $0 | No quote | No quote |