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 6 of 10 rows. Rows without a quote are marked unavailable.
| 1 | LBRDK | LIBERTY BROADBAND-C | 24.11% | - | 610,711 | $87.25M | $142.87 | |
| 2 | LB | L BRANDS INC | 16.25% | - | 1,848,654 | $58.81M | No quote | No quote |
| 3 | GLIBA | GCI LIBERTY INC - CLASS A | 12.06% | - | 532,492 | $43.64M | $81.96 | No quote |
| 4 | KMX | CARMAX INC | 11.11% | - | 437,377 | $40.2M | $91.91 | |
| 5 | QRTEA | QURATE RETAIL INC-SERIES A | 9.98% | - | 5,029,916 | $36.12M | No quote | No quote |
| 6 | CDW | CDW CORP/DE | 9.54% | - | 288,982 | $34.54M | $119.53 | |
| 7 | CDK | CDK GLOBAL INC | 7.89% | - | 654,959 | $28.55M | No quote | No quote |
| 8 | ZBRA | ZEBRA TECHNOLOGIES CORP-CL A | 7.52% | - | 107,879 | $27.24M | $252.46 | |
| 9 | HEI/A | HEICO CORP-CLASS ACUSIP 422806208 | 0.84% | - | 34,191 | $3.03M | No quote | No quote |
| 10 | WHD | CACTUS INC - A | 0.72% | - | 135,000 | $2.59M | $19.19 |