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.
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Updated 2026-05-30 from SEC 13F data.
Live quotes available for 11 of 11 rows. Rows without a quote are marked unavailable.
| 1 | PGR | PROGRESSIVE ORD | 19.60% | Reduce -2.1% | 727,431 | $151.09M | $207.71 | |
| 2 | CHTR | CHARTER COMMUNICATIONS CL A ORD | 14.45% | Reduce -2.1% | 372,769 | $111.44M | $298.96 | |
| 3 | LAMR | LAMAR ADVERTISING CL A REIT | 13.97% | Reduce -2.1% | 901,371 | $107.74M | $119.53 | |
| 4 | BBWI | BATH AND BODY WORKS ORD | 12.26% | Reduce -2.1% | 2,421,353 | $94.55M | $39.05 | |
| 5 | CDW | CDW ORD | 11.74% | Reduce -8.8% | 404,398 | $90.52M | $223.84 | |
| 6 | DPZ | DOMINOS PIZZA ORD | 11.21% | Reduce -2.1% | 167,329 | $86.4M | $516.33 | |
| 7 | KMX | CARMAX ORD | 6.71% | Reduce -39.9% | 705,214 | $51.72M | $73.34 | |
| 8 | SVV | SAVERS VALUE VILLAGE ORD | 3.56% | New | 2,240,000 | $27.42M | $12.24 | |
| 9 | WHD | CACTUS CL A ORD | 3.42% | Add +399.6% | 499,581 | $26.35M | $52.74 | |
| 10 | LBRDK | LIBERTY BROADBAND SRS C ORD | 2.97% | Reduce -1.4% | 417,935 | $22.91M | $54.82 | |
| 11 | HEI-A | HEICO CL A ORD | 0.11% | Reduce -0.7% | 4,642 | $824.05K | $177.52 |