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 8 of 12 rows. Rows without a quote are marked unavailable.
| 1 | LBRDK | LIBERTY BROADBAND-C | 33.57% | - | 919,556 | $158.81M | $172.70 | |
| 2 | BBWI | BATH & BODY WORKS INC | 17.97% | New | 1,348,654 | $85.01M | $63.03 | |
| 3 | KMX | CARMAX INC | 11.83% | - | 437,377 | $55.97M | $127.96 | |
| 4 | ZBRA | ZEBRA TECHNOLOGIES CORP-CL A | 11.75% | - | 107,879 | $55.6M | $515.42 | |
| 5 | CDW | CDW CORP/DE | 11.12% | - | 288,982 | $52.6M | $182.02 | |
| 6 | QRTEA | QURATE RETAIL INC-SERIES A | 6.42% | - | 2,980,425 | $30.37M | No quote | No quote |
| 7 | VSCO | VICTORIA'S SECRET AND CO | 3.97% | New | 339,738 | $18.77M | $55.26 | |
| 8 | PGR | PROGRESSIVE CORP | 1.44% | New | 75,600 | $6.83M | $90.38 | |
| 9 | WHD | CACTUS INC - A | 1.08% | - | 135,000 | $5.09M | $37.72 | |
| 10 | HEI/A | HEICO CORP NEW-CLASS ACUSIP 422806208 | 0.86% | - | 34,191 | $4.05M | No quote | No quote |
| 12 | LB | L BRANDS INC | - | Sold | 0 | $0 | No quote | No quote |
| 11 | CDK | CDK GLOBAL INC | - | Sold | 0 | $0 | No quote | No quote |