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 7 of 10 rows. Rows without a quote are marked unavailable.
| 1 | CDW | CDW CORP/DE | 17.98% | - | 917,310 | $113.05M | $123.24 | No quote |
| 2 | LBRDK | LIBERTY BROADBAND-C | 16.36% | - | 982,500 | $102.84M | $104.67 | No quote |
| 3 | ZBRA | ZEBRA TECHNOLOGIES CORP-CL A | 16.17% | - | 492,759 | $101.69M | $206.37 | No quote |
| 4 | WAIR | WESCO AIRCRAFT HOLDINGS INC | 12.19% | Reduce -35.7% | 6,958,250 | $76.61M | No quote | No quote |
| 5 | GLIBA | GCI LIBERTY INC - CLASS A | 11.53% | - | 1,167,815 | $72.49M | $62.07 | No quote |
| 6 | LB | L BRANDS INC | 8.60% | Add +3.8% | 2,760,748 | $54.08M | No quote | No quote |
| 7 | QRTEA | QURATE RETAIL INC-SERIES A | 7.74% | - | 4,720,086 | $48.69M | No quote | No quote |
| 8 | KMX | CARMAX INC | 7.48% | - | 534,342 | $47.02M | $88.00 | No quote |
| 9 | FOXA | FOX CORP - CLASS A | 1.19% | - | 237,500 | $7.49M | $31.53 | No quote |
| 10 | CAAP | CORP AMERICA AIRPORTS SA | 0.76% | - | 1,048,197 | $4.75M | $4.53 | No quote |