Makaira Partners as of June 30, 2014
Portfolio Holdings for Makaira Partners
Makaira Partners holds 10 positions in its portfolio as reported in the June 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cdw (CDW) | 17.4 | $105M | 3.3M | 31.88 | |
| Wesco Aircraft Holdings | 16.5 | $100M | 5.0M | 19.96 | |
| Liberty Media | 14.0 | $85M | 2.9M | 29.36 | |
| Iron Mountain Incorporated | 11.7 | $71M | 2.0M | 35.45 | |
| Covanta Holding Corporation | 11.4 | $69M | 3.3M | 20.61 | |
| Verisign (VRSN) | 11.0 | $66M | 1.4M | 48.81 | |
| Corrections Corporation of America | 7.0 | $42M | 1.3M | 32.85 | |
| Capella Education Company | 4.3 | $26M | 475k | 54.39 | |
| Time Warner Cable | 4.2 | $25M | 171k | 147.30 | |
| Valmont Industries (VMI) | 2.5 | $15M | 99k | 151.95 |
