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 7 of 10 rows. Rows without a quote are marked unavailable.
| 1 | WAIR | WESCO AIRCRAFT HOLDINGS INC | 17.38% | - | 10,817,428 | $120.07M | No quote | No quote |
| 2 | ZBRA | ZEBRA TECHNOLOGIES CORP-CL A | 14.94% | Reduce -28.5% | 492,759 | $103.23M | $209.49 | No quote |
| 3 | LBRDK | LIBERTY BROADBAND-C | 14.82% | Reduce -21.3% | 982,500 | $102.4M | $104.22 | No quote |
| 4 | CDW | CDW CORP/DE | 14.74% | Reduce -28.5% | 917,310 | $101.82M | $111.00 | No quote |
| 5 | GLIBA | GCI LIBERTY INC - CLASS A | 10.39% | Reduce -37.5% | 1,167,815 | $71.77M | $61.46 | No quote |
| 6 | LB | L BRANDS INC | 10.05% | Reduce -27.1% | 2,660,748 | $69.45M | No quote | No quote |
| 7 | QRTEA | QURATE RETAIL INC | 8.47% | Reduce -32.7% | 4,720,086 | $58.48M | No quote | No quote |
| 8 | KMX | CARMAX INC | 6.72% | Reduce -25.7% | 534,342 | $46.4M | $86.83 | No quote |
| 9 | FOXA | FOX CORP - CLASS A | 1.26% | New | 237,500 | $8.7M | $36.64 | No quote |
| 10 | CAAP | CORP AMERICA AIRPORTS SA | 1.22% | Reduce -27.8% | 1,048,197 | $8.46M | $8.07 | No quote |