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.
Get email alerts when Makaira Partners files a new 13F — sign in or create a free account.
Updated 2026-06-06 from SEC 13F data.
Live quotes available for 5 of 9 rows. Rows without a quote are marked unavailable.
| 1 | LBRDK | LIBERTY BROADBAND - C | 29.17% | - | 919,556 | $138.07M | $150.15 | |
| 2 | LB | L BRANDS INC | 17.63% | Reduce -27.1% | 1,348,654 | $83.43M | No quote | No quote |
| 3 | KMX | CARMAX INC | 12.26% | - | 437,377 | $58.02M | $132.66 | |
| 4 | ZBRA | ZEBRA TECHNOLOGIES CORP - CL A | 11.06% | - | 107,879 | $52.34M | $485.18 | |
| 5 | CDW | CDW CORP/DE | 10.12% | - | 288,982 | $47.9M | $165.75 | |
| 6 | QRTEA | QURATE RETAIL INC - SERIES A | 10.01% | Reduce -19.9% | 4,029,916 | $47.39M | No quote | No quote |
| 7 | CDK | CDK GLOBAL INC | 8.05% | - | 704,959 | $38.11M | No quote | No quote |
| 8 | WHD | CACTUS INC - A | 0.87% | - | 135,000 | $4.13M | $30.62 | |
| 9 | HEI/A | HEICO CORP - CLASS ACUSIP 422806208 | 0.82% | - | 34,191 | $3.88M | No quote | No quote |