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 | LBRDK | LIBERTY BROADBAND-C | 25.19% | - | 964,556 | $111.54M | $115.64 | |
| 2 | ATVI | ACTIVISION BLIZZARD INC | 20.22% | Reduce -11.5% | 1,150,000 | $89.54M | No quote | No quote |
| 3 | KMX | CARMAX INC | 12.43% | Add +32.7% | 608,377 | $55.05M | $90.48 | |
| 4 | PGR | PROGRESSIVE CORP | 11.64% | - | 443,203 | $51.53M | $116.27 | |
| 5 | CDW | CDW CORP/DE | 10.78% | - | 302,982 | $47.74M | $157.56 | |
| 6 | BBWI | BATH & BODY WORKS INC | 9.31% | New | 1,531,605 | $41.23M | $26.92 | |
| 7 | ZBRA | ZEBRA TECHNOLOGIES CORP-CL A | 6.83% | - | 102,879 | $30.24M | $293.95 | |
| 8 | LAMR | LAMAR ADVERTISING CO-A | 2.78% | New | 140,000 | $12.32M | $87.97 | |
| 9 | HEI/A | HEICO CORP-CLASS ACUSIP 422806208 | 0.81% | - | 34,191 | $3.6M | No quote | No quote |
| 10 | WHD | CACTUS INC - A | - | Sold | 0 | $0 | No quote | No quote |