Makaira Partners - Makaira Partners LLC
As of Q4 2025, Makaira Partners reported 11 long-equity positions worth $127.9M in aggregate.
Copy-investor backtest
- Latest quarter
- +13.61%
- 1-year
- -6.34%
- 3-year
- -0.64%
- 5-year
- -32.73%
- 3-year vs S&P 500
- -55.06%
- 5-year vs S&P 500
- -87.54%
- 5-year top 5
- -44.70%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.
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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 2 of 8 rows. Rows without a quote are marked unavailable.
| 1 | QVCA | LIBERTY INTERACTIVE CORP INT COM SER A | 18.07% | - | 1,016,826 | $19.41M | No quote | No quote |
| 2 | WU | WESTERN UN CO COM | 18.02% | - | 1,099,949 | $19.36M | $17.60 | No quote |
| 3 | LOW | LOWES COS INC COM | 14.27% | - | 488,674 | $15.34M | $31.38 | No quote |
| 4 | TWC | TIME WARNER CABLE INC COM | 13.78% | - | 181,711 | $14.81M | No quote | No quote |
| 5 | CXW | CORRECTIONS CORP AMER NEW COM NEW | 13.19% | - | 518,912 | $14.17M | No quote | No quote |
| 6 | IRM | IRON MTN INC COM | 10.33% | - | 385,549 | $11.1M | No quote | No quote |
| 7 | CVA | COVANTA HLDG CORP COM | 7.64% | - | 505,552 | $8.21M | No quote | No quote |
| 8 | CPLA | CAPELLA EDUCATION COMPANY COM | 4.70% | - | 140,605 | $5.06M | No quote | No quote |