Makaira Partners

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

  • Top 5 stock holdings are LBRDK, LB, QRTEA, ZBRA, KMX, and represent 81.09% of Makaira Partners's stock portfolio.
  • Added to shares of these 2 stocks: LBRDK (+$49M), CDK.
  • Reduced shares in these 1 stocks: Gci Liberty Incorporated (-$44M).
  • Sold out of its positions in Gci Liberty Incorporated.
  • Makaira Partners was a net buyer of stock by $7.9M.
  • Makaira Partners has $435M in assets under management (AUM), dropping by 20.03%.

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Positions held by Makaira Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Makaira Partners

Companies in the Makaira Partners portfolio as of the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Liberty Broadband Cl C (LBRDK) 33.5 $146M +50% 920k 158.37
L Brands (LB) 15.8 $69M 1.8M 37.19
Qurate Retail Inc-series A Series A (QRTEA) 12.7 $55M 5.0M 10.97
Zebra Technologies Corp-cl A Cl-a (ZBRA) 9.5 $42M 108k 384.33
CarMax (KMX) 9.5 $41M 437k 94.46
Cdw (CDW) 8.8 $38M 289k 131.79
Cdk Global Inc equities (CDK) 8.4 $37M +7% 705k 51.83
Heico Corp-class A Cl-a (HEI.A) 0.9 $4.0M 34k 117.05
Cactus Inc - A (WHD) 0.8 $3.5M 135k 26.07

Past Filings by Makaira Partners

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

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