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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Filing period

Updated 2026-06-06 from SEC 13F data.

Live quotes available for 4 of 13 rows. Rows without a quote are marked unavailable.


1	QVCA	LIBERTY INTERACTIVE CORP	21.41%	Add +19.9%	7,127,117	$142.69M	No quote	No quote
2	ZBRA	ZEBRA TECHNOLOGIES CORP	15.82%	Reduce -2.0%	1,155,332	$105.42M	$91.25	No quote
3	CDW	CDW CORP	15.56%	Reduce -2.0%	1,796,720	$103.69M	$57.71	No quote
4	WAIR	WESCO AIRCRAFT HLDG INC	13.98%	-	8,175,308	$93.2M	No quote	No quote
5	COMM	COMMSCOPE HOLDING CO INC	12.01%	Reduce -2.0%	1,919,929	$80.08M	No quote	No quote
6	IRM	IRON MTN INC	8.78%	Reduce -2.0%	1,640,366	$58.51M	No quote	No quote
7	VMI	VALMONT INDUSTRIES INC	6.63%	Reduce -57.1%	284,169	$44.19M	No quote	No quote
8	LVNTA	LIBERTY VENTURES	2.55%	Add +53.4%	381,881	$16.99M	No quote	No quote
9	MMS	MAXIMUS INC	1.26%	Reduce -2.2%	134,673	$8.38M	$62.20	No quote
10	LEXEA	LIBERTY EXPEDIA HOLDINGS INC	1.13%	-	165,987	$7.55M	No quote	No quote
11	CACC	CREDIT ACCEPTANCE CORP	0.60%	-	20,000	$3.99M	$199.40	No quote
12	CHUBK	COMMERCEHUB INC	0.19%	-	82,183	$1.28M	No quote	No quote
13	CHUBA	COMMERCEHUB INC	0.10%	-	41,092	$636K	No quote	No quote