Makaira Partners as of Dec. 31, 2015
Portfolio Holdings for Makaira Partners
Makaira Partners holds 12 positions in its portfolio as reported in the December 2015 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Cdw (CDW) | 16.3 | $99M | 2.3M | 42.04 | |
Wesco Aircraft Holdings | 15.0 | $91M | 7.6M | 11.97 | |
Valmont Industries (VMI) | 15.0 | $91M | 856k | 106.02 | |
Iron Mountain (IRM) | 13.4 | $81M | 3.0M | 27.01 | |
Liberty Media | 12.8 | $77M | 2.8M | 27.32 | |
Verisign (VRSN) | 8.3 | $50M | 577k | 87.36 | |
Covanta Holding Corporation | 8.2 | $50M | 3.2M | 15.49 | |
Capella Education Company | 5.3 | $32M | 687k | 46.89 | |
Libertyinteractivecorp lbtventcoma | 3.1 | $19M | 420k | 45.11 | |
Maximus (MMS) | 1.2 | $7.5M | 133k | 56.25 | |
Ubiquiti Networks | 0.8 | $4.7M | 148k | 31.69 | |
Kirby Corporation (KEX) | 0.6 | $3.6M | 68k | 52.62 |