Makaira Partners

Makaira Partners as of Dec. 31, 2021

Portfolio Holdings for Makaira Partners

Makaira Partners holds 11 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Liberty Broadband-c Com Ser C (LBRDK) 28.3 $155M 965k 161.10
Bath &#38 Body Works In (BBWI) 14.8 $81M 1.2M 69.79
Cdw (CDW) 11.3 $62M 303k 204.78
Zebra Technologies Corp-cl A Cl A (ZBRA) 11.2 $61M 103k 595.20
CarMax (KMX) 10.9 $60M 458k 130.23
Activision Blizzard 9.7 $53M 800k 66.53
Progressive Corporation (PGR) 8.3 $46M 443k 102.65
Victorias Secret And (VSCO) 2.6 $14M 260k 55.54
Qurate Retail Inc-series A Com Ser A (QRTEA) 1.1 $6.3M 824k 7.60
Cactus Inc - A Cl A (WHD) 0.9 $5.1M 135k 38.13
Heico Corp-class A Cl A (HEI.A) 0.8 $4.4M 34k 128.51