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.
Get email alerts when Makaira Partners files a new 13F — sign in or create a free account.
Updated 2026-06-06 from SEC 13F data.
Live quotes available for 6 of 12 rows. Rows without a quote are marked unavailable.
| 1 | LBRDK | LIBERTY BROADBAND - C | 23.50% | Reduce -10.0% | 610,711 | $75.7M | $123.96 | |
| 2 | QRTEA | QURATE RETAIL INC - SERIES A | 14.84% | Reduce -12.5% | 5,029,916 | $47.78M | No quote | No quote |
| 3 | KMX | CARMAX INC | 12.16% | Reduce -25.0% | 437,377 | $39.17M | $89.55 | |
| 4 | GLIBA | GCI LIBERTY INC - CLASS A | 11.76% | Reduce -43.5% | 532,492 | $37.87M | $71.12 | No quote |
| 5 | CDW | CDW CORP/DE | 10.42% | Reduce -25.0% | 288,982 | $33.57M | $116.18 | |
| 6 | LB | L BRANDS INC | 8.59% | Reduce -12.5% | 1,848,654 | $27.67M | No quote | No quote |
| 7 | ZBRA | ZEBRA TECHNOLOGIES CORP - CL A | 8.57% | Reduce -68.3% | 107,879 | $27.61M | $255.95 | |
| 8 | CDK | CDK GLOBAL INC | 8.42% | Add +18.6% | 654,959 | $27.13M | No quote | No quote |
| 9 | WHD | CACTUS INC - A | 0.86% | Reduce -10.0% | 135,000 | $2.79M | $20.63 | |
| 10 | HEI/A | HEICO CORP - CLASS ACUSIP 422806208 | 0.86% | - | 34,191 | $2.78M | No quote | No quote |
| 12 | IAA | IAA INC | - | Sold | 0 | $0 | No quote | No quote |
| 11 | HEI | HEICO CORP | - | Sold | 0 | $0 | No quote | No quote |