Makaira Partners as of Sept. 30, 2014
Portfolio Holdings for Makaira Partners
Makaira Partners holds 10 positions in its portfolio as reported in the September 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wesco Aircraft Holdings | 17.4 | $100M | 5.7M | 17.40 | |
| Liberty Media | 14.3 | $82M | 2.9M | 28.52 | |
| Verisign (VRSN) | 13.1 | $75M | 1.4M | 55.12 | |
| Cdw (CDW) | 12.9 | $74M | 2.4M | 31.05 | |
| Covanta Holding Corporation | 11.7 | $67M | 3.2M | 21.22 | |
| Iron Mountain Incorporated | 11.0 | $63M | 1.9M | 32.65 | |
| Corrections Corporation of America | 7.7 | $44M | 1.3M | 34.36 | |
| Capella Education Company | 5.2 | $30M | 475k | 62.60 | |
| Time Warner Cable | 4.3 | $25M | 171k | 143.49 | |
| Valmont Industries (VMI) | 2.3 | $13M | 99k | 134.93 |
