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 2026-06-06 from SEC 13F data.
Live quotes available for 11 of 13 rows. Rows without a quote are marked unavailable.
| 1 | CHTR | CHARTER COMMUNICATIONS CL A ORD | 23.17% | Reduce -18.1% | 164,000 | $45.12M | $275.11 | |
| 2 | BBWI | BATH AND BODY WORKS ORD | 18.12% | Reduce -25.5% | 1,370,000 | $35.29M | $25.76 | |
| 3 | LAMR | LAMAR ADVERTISING CL A REIT | 10.69% | Reduce -24.2% | 170,000 | $20.81M | $122.42 | |
| 4 | FLUT | FLUTTER ENTERTAINMENT ORD | 10.62% | Reduce -23.5% | 81,422 | $20.68M | $254.00 | |
| 5 | DPZ | DOMINOS PIZZA ORD | 8.20% | Reduce -43.0% | 37,000 | $15.97M | $431.71 | |
| 6 | CDW | CDW ORD | 8.18% | Reduce -35.6% | 100,000 | $15.93M | $159.28 | |
| 7 | BELFB | BEL FUSE CL B ORD | 7.24% | Reduce -59.4% | 100,000 | $14.1M | $141.02 | |
| 8 | WHD | CACTUS CL A ORD | 5.34% | Reduce -26.2% | 263,409 | $10.4M | $39.47 | |
| 9 | SVV | SAVERS VALUE VILLAGE ORD | 5.31% | Reduce -27.7% | 780,000 | $10.34M | $13.25 | |
| 10 | LMB | LIMBACH HOLDINGS ORD | 2.61% | - | 52,239 | $5.07M | $97.12 | |
| 11 | HEI-A | HEICO CL A ORD | 0.28% | - | 2,171 | $551.63K | $254.09 | |
| 12 | BELFA | BEL FUSE CL A ORD | 0.24% | - | 4,001 | $465.52K | No quote | No quote |
| 13 | KMX | CARMAX ORD | - | Sold | 0 | $0 | No quote | No quote |