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
- -1.11%
- 5-year
- -33.27%
- 3-year vs S&P 500
- -55.53%
- 5-year vs S&P 500
- -88.08%
- 5-year top 5
- -44.49%
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 2026-09-19 from SEC 13F data.
Live quotes available for 6 of 9 rows. Rows without a quote are marked unavailable.
| 1 | LBRDK | LIBERTY BROADBAND - C | 31.67% | - | 919,556 | $159.69M | $173.66 | |
| 2 | LB | L BRANDS INC | 19.27% | - | 1,348,654 | $97.18M | No quote | No quote |
| 3 | ZBRA | ZEBRA TECHNOLOGIES CORP - CL A | 11.33% | - | 107,879 | $57.12M | $529.49 | |
| 4 | KMX | CARMAX INC | 11.20% | - | 437,377 | $56.49M | $129.15 | |
| 5 | CDW | CDW CORP/DE | 10.01% | - | 288,982 | $50.47M | $174.65 | |
| 6 | QRTEA | QURATE RETAIL INC - SERIES A | 7.74% | Reduce -26.0% | 2,980,425 | $39.01M | No quote | No quote |
| 7 | CDK | CDK GLOBAL INC | 6.95% | - | 704,959 | $35.03M | No quote | No quote |
| 8 | WHD | CACTUS INC - A | 0.98% | - | 135,000 | $4.96M | $36.72 | |
| 9 | HEI-A | HEICO CORP - CLASS A | 0.84% | - | 34,191 | $4.25M | $124.18 |