Makaira Partners

Latest statistics and disclosures from Makaira Partners's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are CHTR, DPZ, LAMR, BBWI, CDW, and represent 72.88% of Makaira Partners's stock portfolio.
  • Added to shares of these 1 stock: LMB.
  • Reduced shares in these 7 stocks: BBWI (-$13M), FLUT (-$8.6M), BELFB (-$7.6M), LAMR (-$6.3M), SVV (-$5.8M), WHD (-$5.6M), BELFA.
  • Sold out of its position in BELFA.
  • Makaira Partners was a net seller of stock by $-43M.
  • Makaira Partners has $128M in assets under management (AUM), dropping by -34.32%.
  • Central Index Key (CIK): 0001540866

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Portfolio Holdings for Makaira Partners

Makaira Partners holds 11 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Charter Communications Inc N Cl A (CHTR) 26.8 $34M 164k 208.75
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Domino's Pizza (DPZ) 12.1 $15M 37k 416.82
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Lamar Advertising Cl A (LAMR) 11.9 $15M -29% 120k 126.58
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Bath &#38 Body Works In (BBWI) 11.5 $15M -46% 734k 20.08
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Cdw (CDW) 10.6 $14M 100k 136.20
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Bel Fuse CL B (BELFB) 7.3 $9.3M -45% 55k 169.63
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Flutter Entmt SHS (FLUT) 7.0 $8.9M -49% 41k 215.04
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Limbach Hldgs (LMB) 6.2 $8.0M +95% 102k 77.85
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Cactus Cl A (WHD) 5.0 $6.5M -46% 141k 45.68
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Savers Value Village Ord (SVV) 1.2 $1.5M -79% 159k 9.34
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Heico Corp Cl A (HEI.A) 0.4 $548k 2.2k 252.43
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Past Filings by Makaira Partners

SEC 13F filings are viewable for Makaira Partners going back to 2011

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