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 14 rows. Rows without a quote are marked unavailable.
| 1 | LBRDK | LIBERTY BROADBAND - C | 21.14% | - | 678,568 | $75.13M | $110.72 | |
| 2 | ZBRA | ZEBRA TECHNOLOGIES CORP - CL A | 17.60% | - | 340,759 | $62.56M | $183.60 | |
| 3 | GLIBA | GCI LIBERTY INC - CLASS A | 15.09% | Add +16.4% | 941,658 | $53.65M | $56.97 | No quote |
| 4 | CDW | CDW CORP/DE | 10.11% | - | 385,310 | $35.94M | $93.27 | |
| 5 | QRTEA | QURATE RETAIL INC - SERIES A | 9.87% | Add +15.0% | 5,748,475 | $35.09M | No quote | No quote |
| 6 | KMX | CARMAX INC | 8.83% | Add +56.3% | 583,169 | $31.39M | $53.83 | |
| 7 | LB | L BRANDS INC | 6.87% | Add +10.5% | 2,112,748 | $24.42M | No quote | No quote |
| 8 | CDK | CDK GLOBAL INC | 5.11% | New | 552,435 | $18.15M | No quote | No quote |
| 9 | IAA | IAA INC | 3.95% | New | 469,116 | $14.06M | No quote | No quote |
| 10 | HEI/A | HEICO CORP - CLASS ACUSIP 422806208 | 0.61% | New | 34,191 | $2.19M | No quote | No quote |
| 11 | WHD | CACTUS INC - A | 0.49% | New | 150,000 | $1.74M | $11.60 | |
| 12 | HEI | HEICO CORP | 0.31% | New | 15,000 | $1.12M | No quote | No quote |
| 14 | WAIR | WESCO AIRCRAFT HOLDINGS INC | - | Sold | 0 | $0 | No quote | No quote |
| 13 | FOXA | FOX CORP - CLASS A | - | Sold | 0 | $0 | No quote | No quote |