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 4 of 13 rows. Rows without a quote are marked unavailable.
| 1 | WAIR | WESCO AIRCRAFT HLDG INC | 17.77% | - | 8,175,308 | $122.22M | No quote | No quote |
| 2 | QVCA | LIBERTY INTERACTIVE CORP | 17.27% | Add +1.1% | 5,946,309 | $118.81M | No quote | No quote |
| 3 | ZBRA | ZEBRA TECHNOLOGIES CORP | 14.70% | - | 1,179,162 | $101.13M | $85.76 | No quote |
| 4 | CDW | CDW CORP | 13.88% | - | 1,833,720 | $95.52M | $52.09 | No quote |
| 5 | VMI | VALMONT INDUSTRIES INC | 13.57% | - | 662,445 | $93.34M | No quote | No quote |
| 6 | COMM | COMMSCOPE HOLDING CO INC | 10.59% | - | 1,959,129 | $72.88M | No quote | No quote |
| 7 | IRM | IRON MTN INC | 7.91% | - | 1,674,356 | $54.38M | No quote | No quote |
| 8 | LVNTA | LIBERTY VENTURES | 1.33% | Reduce -40.0% | 248,981 | $9.18M | No quote | No quote |
| 9 | MMS | MAXIMUS INC | 1.12% | - | 137,653 | $7.68M | $55.79 | No quote |
| 10 | LEXEA | LIBERTY EXPEDIA HOLDINGS INC | 0.96% | New | 165,987 | $6.59M | No quote | No quote |
| 11 | CACC | CREDIT ACCEPTANCE CORP | 0.63% | Reduce -87.1% | 20,000 | $4.35M | $217.50 | No quote |
| 12 | CHUBK | COMMERCEHUB INC | 0.18% | - | 82,183 | $1.24M | No quote | No quote |
| 13 | CHUBA | COMMERCEHUB INC | 0.09% | - | 41,092 | $617K | No quote | No quote |