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 10 rows. Rows without a quote are marked unavailable.
| 1 | ATVI | ACTIVISION BLIZZARD INC | 19.27% | Add +36.2% | 1,566,167 | $116.43M | No quote | No quote |
| 2 | LBRDK | LIBERTY BROADBAND SRS C ORD | 17.94% | Add +52.3% | 1,468,633 | $108.39M | $73.80 | |
| 3 | PGR | PROGRESSIVE ORD | 12.97% | Add +52.2% | 674,516 | $78.39M | $116.21 | |
| 4 | BBWI | BATH AND BODY WORKS ORD | 12.57% | Add +52.1% | 2,329,179 | $75.93M | $32.60 | |
| 5 | CDW | CDW ORD | 11.93% | Add +52.5% | 461,982 | $72.11M | $156.08 | |
| 6 | KMX | CARMAX ORD | 10.12% | Add +52.2% | 926,201 | $61.15M | $66.02 | |
| 7 | ZBRA | ZEBRA TECHNOLOGIES CL A ORD | 6.81% | Add +52.6% | 157,006 | $41.14M | $262.01 | |
| 8 | LAMR | LAMAR ADVERTISING CL A REIT | 6.15% | Add +221.6% | 450,191 | $37.14M | $82.49 | |
| 9 | DPZ | DOMINOS PIZZA ORD | 1.23% | New | 24,000 | $7.45M | $310.21 | |
| 10 | HEI/A | HEICO CL A ORDCUSIP 422806208 | 1.01% | Add +55.3% | 53,087 | $6.09M | No quote | No quote |