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 2026-05-10 from SEC 13F data.
Live quotes available for 9 of 10 rows. Rows without a quote are marked unavailable.
| 1 | LBRDK | LIBERTY BROADBAND SRS C ORD | 18.45% | Add +1.8% | 1,701,433 | $136.3M | $80.11 | |
| 2 | PGR | PROGRESSIVE ORD | 14.00% | Add +1.8% | 781,783 | $103.48M | $132.37 | |
| 3 | CDW | CDW ORD | 13.27% | Add +1.8% | 534,445 | $98.07M | $183.50 | |
| 4 | ATVI | ACTIVISION BLIZZARD ORD | 13.19% | Add +1.8% | 1,155,904 | $97.44M | No quote | No quote |
| 5 | BBWI | BATH AND BODY WORKS ORD | 12.42% | Add +4.6% | 2,514,342 | $91.77M | $36.50 | |
| 6 | KMX | CARMAX ORD | 12.16% | Add +1.8% | 1,073,143 | $89.82M | $83.70 | |
| 7 | LAMR | LAMAR ADVERTISING CL A REIT | 7.72% | Add +1.8% | 574,551 | $57.02M | $99.25 | |
| 8 | DPZ | DOMINOS PIZZA ORD | 7.14% | Add +1.8% | 156,470 | $52.73M | $336.99 | |
| 9 | ZBRA | ZEBRA TECHNOLOGIES CL A ORD | 1.58% | Reduce -77.8% | 39,511 | $11.69M | $295.83 | |
| 10 | HEI-A | HEICO CL A ORD | 0.08% | Add +1.2% | 4,247 | $597.13K | $140.60 |