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 2026-06-06 from SEC 13F data.
Live quotes available for 11 of 12 rows. Rows without a quote are marked unavailable.
| 1 | CHTR | CHARTER COMMUNICATIONS INC N | 26.77% | - | 164,000 | $34.24M | $208.75 | |
| 2 | DPZ | DOMINOS PIZZA INC | 12.06% | - | 37,000 | $15.42M | $416.82 | |
| 3 | LAMR | LAMAR ADVERTISING CO NEW | 11.88% | Reduce -29.4% | 120,000 | $15.19M | $126.58 | |
| 4 | BBWI | BATH & BODY WORKS INC | 11.53% | Reduce -46.4% | 734,355 | $14.75M | $20.08 | |
| 5 | CDW | CDW CORP | 10.65% | - | 100,000 | $13.62M | $136.20 | |
| 6 | BELFB | BEL FUSE INC | 7.29% | Reduce -45.0% | 55,000 | $9.33M | $169.63 | |
| 7 | FLUT | FLUTTER ENTMT PLC | 6.96% | Reduce -49.1% | 41,422 | $8.91M | $215.04 | |
| 8 | LMB | LIMBACH HLDGS INC | 6.22% | Add +95.7% | 102,239 | $7.96M | $77.85 | |
| 9 | WHD | CACTUS INC | 5.05% | Reduce -46.4% | 141,286 | $6.45M | $45.68 | |
| 10 | SVV | SAVERS VALUE VLG INC | 1.16% | Reduce -79.6% | 159,110 | $1.49M | $9.34 | |
| 11 | HEI-A | HEICO CORP NEW | 0.43% | - | 2,171 | $548.03K | $252.43 | |
| 12 | BELFA | BEL FUSE CL A ORD | - | Sold | 0 | $0 | No quote | No quote |