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 5 of 10 rows. Rows without a quote are marked unavailable.
| 1 | LBRDK | LIBERTY BROADBAND-C | 33.52% | Add +50.6% | 919,556 | $145.63M | $158.37 | |
| 2 | LB | L BRANDS INC | 15.82% | - | 1,848,654 | $68.75M | No quote | No quote |
| 3 | QRTEA | QURATE RETAIL INC-SERIES A | 12.70% | - | 5,029,916 | $55.18M | No quote | No quote |
| 4 | ZBRA | ZEBRA TECHNOLOGIES CORP-CL A | 9.54% | - | 107,879 | $41.46M | $384.33 | |
| 5 | KMX | CARMAX INC | 9.51% | - | 437,377 | $41.32M | $94.46 | |
| 6 | CDW | CDW CORP/DE | 8.77% | - | 288,982 | $38.09M | $131.79 | |
| 7 | CDK | CDK GLOBAL INC | 8.41% | Add +7.6% | 704,959 | $36.54M | No quote | No quote |
| 8 | HEI/A | HEICO CORP-CLASS ACUSIP 422806208 | 0.92% | - | 34,191 | $4M | No quote | No quote |
| 9 | WHD | CACTUS INC - A | 0.81% | - | 135,000 | $3.52M | $26.07 | |
| 10 | GLIBA | GCI LIBERTY INC - CLASS A | - | Sold | 0 | $0 | No quote | No quote |