Makaira Partners - Makaira Partners LLC
As of Q4 2025, this manager reported 11 long-equity positions worth $127.9M in aggregate.
As of Q4 2025, Makaira Partners's Makaira Partners LLC held 11 long-equity positions with a reported value of $127.9M.
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Updated 2026-05-30 from SEC 13F data.
Live quotes available for 12 of 14 rows. Rows without a quote are marked unavailable.
| 1 | CHTR | CHARTER COMMUNICATIONS CL A ORD | 24.89% | - | 200,162 | $81.83M | $408.81 | |
| 2 | BBWI | BATH AND BODY WORKS ORD | 16.76% | Add +12.2% | 1,839,039 | $55.1M | $29.96 | |
| 3 | FLUT | FLUTTER ENTERTAINMENT ORD | 9.25% | - | 106,422 | $30.41M | $285.76 | |
| 4 | DPZ | DOMINOS PIZZA ORD | 8.90% | - | 64,964 | $29.27M | $450.60 | |
| 5 | CDW | CDW ORD | 8.44% | - | 155,305 | $27.74M | $178.59 | |
| 6 | LAMR | LAMAR ADVERTISING CL A REIT | 8.28% | - | 224,260 | $27.22M | $121.36 | |
| 7 | BELFB | BEL FUSE CL B ORD | 7.31% | - | 245,999 | $24.03M | $97.69 | |
| 8 | KMX | CARMAX ORD | 5.57% | - | 272,203 | $18.29M | $67.21 | |
| 9 | WHD | CACTUS CL A ORD | 4.75% | Add +50.6% | 357,030 | $15.61M | $43.72 | |
| 10 | SVV | SAVERS VALUE VILLAGE ORD | 3.35% | - | 1,078,437 | $11M | $10.20 | |
| 11 | LMB | LIMBACH HOLDINGS ORD | 2.23% | New | 52,239 | $7.32M | $140.10 | |
| 12 | HEI-A | HEICO CL A ORD | 0.17% | - | 2,171 | $561.75K | $258.75 | |
| 13 | BELFA | BEL FUSE CL A ORD | 0.11% | - | 4,001 | $359.49K | No quote | No quote |
| 14 | PGR | PROGRESSIVE ORD | - | Sold | 0 | $0 | No quote | No quote |