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 10 rows. Rows without a quote are marked unavailable.
| 1 | CDW | CDW CORP | 17.36% | Reduce -0.8% | 3,287,227 | $104.8M | $31.88 | No quote |
| 2 | WAIR | WESCO AIRCRAFT HLDG INC | 16.50% | Add +12.2% | 4,991,103 | $99.62M | No quote | No quote |
| 3 | QVCA | LIBERTY INTERACTIVE CORP | 14.02% | Reduce -0.9% | 2,881,742 | $84.61M | No quote | No quote |
| 4 | IRM | IRON MTN INC | 11.72% | Reduce -0.9% | 1,996,251 | $70.77M | No quote | No quote |
| 5 | CVA | COVANTA HOLDING CORP | 11.43% | Reduce -0.5% | 3,348,718 | $69.02M | No quote | No quote |
| 6 | VRSN | VERISIGN INC | 11.01% | Add +22.8% | 1,361,169 | $66.44M | $48.81 | No quote |
| 7 | CXW | CORRECTIONS CORP | 7.01% | Reduce -0.8% | 1,287,751 | $42.3M | No quote | No quote |
| 8 | CPLA | CAPELLA EDUCATION CO | 4.28% | - | 474,857 | $25.83M | No quote | No quote |
| 9 | TWC | TIME WARNER CABLE INC | 4.16% | Reduce -0.9% | 170,513 | $25.12M | No quote | No quote |
| 10 | VMI | VALMONT INDUSTRIES INC | 2.50% | Reduce -0.6% | 99,421 | $15.11M | No quote | No quote |