Makaira Partners - Makaira Partners LLC
As of Q4 2025, this manager reported 11 long-equity positions worth $127.9M in aggregate.
As of Q4 2025, Makaira Partners's Makaira Partners LLC held 11 long-equity positions with a reported value of $127.9M.
Get email alerts when Makaira Partners files a new 13F — sign in or create a free account.
Updated 2026-05-10 from SEC 13F data.
Live quotes available for 9 of 10 rows. Rows without a quote are marked unavailable.
| 1 | LBRDK | LIBERTY BROADBAND SRS C ORD | 20.68% | Add +2.1% | 1,736,858 | $158.61M | $91.32 | |
| 2 | PGR | PROGRESSIVE ORD | 14.49% | Add +2.1% | 798,063 | $111.17M | $139.30 | |
| 3 | CDW | CDW ORD | 14.35% | Add +2.1% | 545,575 | $110.08M | $201.76 | |
| 4 | ATVI | ACTIVISION BLIZZARD ORD | 11.92% | Reduce -15.5% | 976,584 | $91.44M | No quote | No quote |
| 5 | BBWI | BATH AND BODY WORKS ORD | 11.01% | Reduce -0.6% | 2,498,129 | $84.44M | $33.80 | |
| 6 | KMX | CARMAX ORD | 10.10% | Add +2.1% | 1,095,488 | $77.48M | $70.73 | |
| 7 | LAMR | LAMAR ADVERTISING CL A REIT | 8.23% | Add +31.7% | 756,662 | $63.16M | $83.47 | |
| 8 | DPZ | DOMINOS PIZZA ORD | 7.89% | Add +2.1% | 159,730 | $60.5M | $378.79 | |
| 9 | ZBRA | ZEBRA TECHNOLOGIES CL A ORD | 1.25% | Add +2.2% | 40,381 | $9.55M | $236.53 | |
| 10 | HEI-A | HEICO CL A ORD | 0.07% | - | 4,247 | $548.8K | $129.22 |