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
- -14.62%
- 3-year
- +12.59%
- 3-year top 5
- -3.16%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. Method & limitations.
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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 8 of 11 rows. Rows without a quote are marked unavailable.
| 1 | LBRDK | LIBERTY BROADBAND-C | 28.34% | Add +4.9% | 964,556 | $155.39M | $161.10 | |
| 2 | BBWI | BATH & BODY WORKS INC | 14.78% | Reduce -13.9% | 1,161,605 | $81.07M | $69.79 | |
| 3 | CDW | CDW CORP/DE | 11.31% | Add +4.8% | 302,982 | $62.05M | $204.78 | |
| 4 | ZBRA | ZEBRA TECHNOLOGIES CORP-CL A | 11.17% | Reduce -4.6% | 102,879 | $61.23M | $595.20 | |
| 5 | KMX | CARMAX INC | 10.89% | Add +4.8% | 458,377 | $59.69M | $130.23 | |
| 6 | ATVI | ACTIVISION BLIZZARD INC | 9.71% | New | 800,000 | $53.22M | No quote | No quote |
| 7 | PGR | PROGRESSIVE CORP | 8.30% | Add +486.3% | 443,203 | $45.5M | $102.65 | |
| 8 | VSCO | VICTORIA'S SECRET & CO | 2.63% | Reduce -23.6% | 259,738 | $14.43M | $55.54 | |
| 9 | QRTEA | QURATE RETAIL INC-SERIES A | 1.14% | Reduce -72.3% | 824,425 | $6.27M | No quote | No quote |
| 10 | WHD | CACTUS INC - A | 0.94% | - | 135,000 | $5.15M | $38.13 | |
| 11 | HEI/A | HEICO CORP-CLASS ACUSIP 422806208 | 0.80% | - | 34,191 | $4.39M | No quote | No quote |