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 | 21.67% | Add +21.7% | 3,764,081 | $51.23M | $13.61 | No quote |
| 2 | QVCA | LIBERTY INTERACTIVE CORP INT COM SER A | 17.41% | Add +5.7% | 2,091,235 | $41.16M | No quote | No quote |
| 3 | CVA | COVANTA HLDG CORP COM | 13.78% | Add +29.2% | 1,767,643 | $32.56M | No quote | No quote |
| 4 | IRM | IRON MTN INC COM | 10.88% | Add +51.3% | 828,318 | $25.72M | No quote | No quote |
| 5 | CXW | CORRECTIONS CORP AMER NEW COM NEW | 8.17% | Reduce -2.8% | 544,390 | $19.31M | No quote | No quote |
| 6 | LOW | LOWES COS INC COM | 7.83% | Reduce -41.3% | 520,904 | $18.5M | $35.52 | No quote |
| 7 | CPLA | CAPELLA EDUCATION COMPANY COM | 7.02% | Add +79.5% | 588,022 | $16.6M | No quote | No quote |
| 8 | TWC | TIME WARNER CABLE INC COM | 5.48% | Reduce -14.2% | 133,244 | $12.95M | No quote | No quote |
| 9 | LVNTA | LIBERTY VENTURES SERIES A COM | 4.42% | Add +36.7% | 154,264 | $10.45M | No quote | No quote |
| 10 | ONE | HIGHER ONE HOLDINGS INC COM | 3.33% | Add +31.9% | 747,054 | $7.87M | No quote | No quote |
| 11 | LVNAR | LIBERTY VENTURES SERIES A RIGHTS | - | Sold | 0 | $0 | No quote | No quote |