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.
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 2 of 11 rows. Rows without a quote are marked unavailable.
| 1 | WU | WESTERN UN CO COM | 25.55% | Add +119.4% | 3,092,510 | $56.35M | $18.22 | No quote |
| 2 | QVCA | LIBERTY INTERACTIVE CORP INT COM SER A | 16.60% | Add +64.6% | 1,979,314 | $36.62M | No quote | No quote |
| 3 | LOW | LOWES COS INC COM | 12.17% | Add +117.0% | 887,409 | $26.84M | $30.24 | No quote |
| 4 | CVA | COVANTA HLDG CORP COM | 10.64% | Add +146.5% | 1,368,002 | $23.48M | No quote | No quote |
| 5 | CXW | CORRECTIONS CORP AMER NEW COM NEW | 8.50% | Add +25.8% | 560,244 | $18.74M | No quote | No quote |
| 6 | IRM | IRON MTN INC COM | 8.47% | Add +34.8% | 547,362 | $18.67M | No quote | No quote |
| 7 | TWC | TIME WARNER CABLE INC COM | 6.70% | Reduce -13.6% | 155,341 | $14.77M | No quote | No quote |
| 8 | CPLA | CAPELLA EDUCATION COMPANY COM | 5.21% | Add +113.3% | 327,527 | $11.48M | No quote | No quote |
| 9 | ONE | HIGHER ONE HOLDINGS INC COM | 3.46% | New | 566,340 | $7.63M | No quote | No quote |
| 10 | LVNTA | LIBERTY VENTURES SERIES A COM | 2.54% | New | 112,853 | $5.6M | No quote | No quote |
| 11 | LVNAR | LIBERTY VENTURES SERIES A RIGHTS | 0.17% | New | 27,426 | $371K | No quote | No quote |