Makaira Partners as of March 31, 2015
Portfolio Holdings for Makaira Partners
Makaira Partners holds 12 positions in its portfolio as reported in the March 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wesco Aircraft Holdings | 19.5 | $112M | 7.3M | 15.32 | |
| Verisign (VRSN) | 15.8 | $91M | 1.4M | 66.97 | |
| Cdw (CDW) | 15.4 | $89M | 2.4M | 37.24 | |
| Liberty Media | 14.6 | $84M | 2.9M | 29.19 | |
| Covanta Holding Corporation | 11.7 | $68M | 3.0M | 22.43 | |
| Valmont Industries (VMI) | 4.3 | $25M | 200k | 122.88 | |
| Ubiquiti Networks | 4.3 | $25M | 828k | 29.55 | |
| Iron Mountain Incorporated | 3.9 | $23M | 617k | 36.48 | |
| Capella Education Company | 3.3 | $19M | 296k | 64.88 | |
| Liberty Interactive Corp lbt vent com b | 3.0 | $17M | 410k | 42.01 | |
| Dorman Products | 2.5 | $14M | 290k | 49.75 | |
| Maximus (MMS) | 1.6 | $9.0M | 135k | 66.76 |
