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 1 of 11 rows. Rows without a quote are marked unavailable.
| 1 | WAIR | WESCO AIRCRAFT HLDG INC | 19.64% | Add +12.8% | 4,419,089 | $92.49M | No quote | No quote |
| 2 | QVCA | LIBERTY INTERACTIVE CORP | 14.46% | - | 2,901,615 | $68.1M | No quote | No quote |
| 3 | CDWC | CDW CORP | 11.93% | Add +39.4% | 2,460,229 | $56.17M | No quote | No quote |
| 4 | CVA | COVANTA HOLDING CORP | 10.96% | - | 2,413,543 | $51.6M | No quote | No quote |
| 5 | IRM | IRON MTN INC | 10.43% | Add +7.9% | 1,818,007 | $49.12M | No quote | No quote |
| 6 | CXW | CORRECTIONS CORP | 8.74% | Add +42.1% | 1,191,010 | $41.15M | No quote | No quote |
| 7 | VRSN | VERISIGN INC | 8.72% | - | 807,095 | $41.07M | $50.89 | No quote |
| 8 | CPLA | CAPELLA EDUCATION CO | 8.18% | - | 681,357 | $38.54M | No quote | No quote |
| 9 | TWC | TIME WARNER CABLE INC | 4.07% | Reduce -53.8% | 171,684 | $19.16M | No quote | No quote |
| 10 | LVNTA | LIBERTY VENTURES SERIES A | 2.88% | - | 153,739 | $13.56M | No quote | No quote |
| 11 | WU | WESTERN UNION CO | - | Sold | 0 | $0 | No quote | No quote |