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 5 of 12 rows. Rows without a quote are marked unavailable.
| 1 | QRTEA | QURATE RETAIL INC | 15.61% | New | 6,488,097 | $137.68M | No quote | No quote |
| 2 | LB | L BRANDS INC | 14.07% | Add +33.3% | 3,364,372 | $124.08M | No quote | No quote |
| 3 | WAIR | WESCO AIRCRAFT HOLDINGS INC | 13.80% | - | 10,817,428 | $121.7M | No quote | No quote |
| 4 | CDW | CDW CORP | 12.85% | Reduce -17.7% | 1,402,420 | $113.3M | $80.79 | No quote |
| 5 | ZBRA | ZEBRA TECHNOLOGIES CORP | 12.23% | Reduce -23.9% | 753,010 | $107.87M | $143.25 | No quote |
| 6 | GLIBA | GCI LIBERTY INC | 11.91% | Add +21.5% | 2,330,043 | $105.04M | $45.08 | No quote |
| 7 | IRM | IRON MTN INC | 7.27% | Add +0.7% | 1,829,944 | $64.07M | No quote | No quote |
| 8 | COMM | COMMSCOPE HOLDING CO INC | 6.03% | Add +33.0% | 1,821,309 | $53.19M | No quote | No quote |
| 9 | LBRDK | LIBERTY BROADBAND CORP | 5.19% | New | 603,970 | $45.73M | $75.72 | No quote |
| 10 | CAAP | CORPORACION AMER ARPTS SA | 1.03% | Add +10.8% | 1,076,379 | $9.09M | $8.44 | No quote |
| 12 | VMI | VALMONT INDUSTRIES INC | - | Sold | 0 | $0 | No quote | No quote |
| 11 | QVCA | LIBERTY INTERACTIVE CORP | - | Sold | 0 | $0 | No quote | No quote |