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 2026-05-30 from SEC 13F data.
Live quotes available for 10 of 11 rows. Rows without a quote are marked unavailable.
| 1 | PGR | PROGRESSIVE ORD | 18.55% | Reduce -6.9% | 743,315 | $153.73M | $206.82 | |
| 2 | BBWI | BATH AND BODY WORKS ORD | 14.93% | Reduce -8.3% | 2,474,352 | $123.77M | $50.02 | |
| 3 | CDW | CDW ORD | 13.69% | Reduce -18.7% | 443,504 | $113.44M | $255.78 | |
| 4 | CHTR | CHARTER COMMUNICATIONS CL A ORD | 13.36% | Add +135.2% | 380,922 | $110.71M | $290.63 | |
| 5 | LAMR | LAMAR ADVERTISING CL A REIT | 13.27% | Add +7.0% | 921,092 | $109.99M | $119.41 | |
| 6 | KMX | CARMAX ORD | 12.33% | Add +7.0% | 1,172,755 | $102.16M | $87.11 | |
| 7 | DPZ | DOMINOS PIZZA ORD | 10.25% | Add +7.0% | 170,991 | $84.96M | $496.88 | |
| 8 | LBRDK | LIBERTY BROADBAND SRS C ORD | 2.93% | Reduce -54.7% | 423,914 | $24.26M | $57.23 | |
| 9 | WHD | CACTUS CL A ORD | 0.60% | New | 100,000 | $5.01M | $50.09 | |
| 10 | HEI-A | HEICO CL A ORD | 0.09% | Add +10.1% | 4,674 | $719.52K | $153.94 | |
| 11 | ZBRA | ZEBRA TECHNOLOGIES CL A ORD | - | Sold | 0 | $0 | No quote | No quote |