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 |