Makaira Partners as of March 31, 2014
Portfolio Holdings for Makaira Partners
Makaira Partners holds 10 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wesco Aircraft Holdings | 17.5 | $98M | 4.4M | 22.01 | |
| Cdw (CDW) | 16.3 | $91M | 3.3M | 27.44 | |
| Liberty Media | 15.1 | $84M | 2.9M | 28.87 | |
| Covanta Holding Corporation | 10.9 | $61M | 3.4M | 18.05 | |
| Verisign (VRSN) | 10.7 | $60M | 1.1M | 53.91 | |
| Iron Mountain Incorporated | 9.9 | $56M | 2.0M | 27.57 | |
| Corrections Corporation of America | 7.3 | $41M | 1.3M | 31.32 | |
| Capella Education Company | 5.4 | $30M | 475k | 63.15 | |
| Time Warner Cable | 4.2 | $24M | 172k | 137.18 | |
| Valmont Industries (VMI) | 2.7 | $15M | 100k | 148.84 |
