Makaira Partners as of Sept. 30, 2022
Portfolio Holdings for Makaira Partners
Makaira Partners holds 10 positions in its portfolio as reported in the September 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Activision Blizzard | 19.3 | $116M | 1.6M | 74.34 | |
Liberty Broadband Srs C Ord Com Ser C (LBRDK) | 17.9 | $108M | 1.5M | 73.80 | |
Progressive Corporation (PGR) | 13.0 | $78M | 675k | 116.21 | |
Bath & Body Works In (BBWI) | 12.6 | $76M | 2.3M | 32.60 | |
Cdw (CDW) | 11.9 | $72M | 462k | 156.08 | |
CarMax (KMX) | 10.1 | $61M | 926k | 66.02 | |
Zebra Technologies Cl A Ord Cl A (ZBRA) | 6.8 | $41M | 157k | 262.01 | |
Lamar Advertising Cl A Reit Cl A (LAMR) | 6.1 | $37M | 450k | 82.49 | |
Domino's Pizza (DPZ) | 1.2 | $7.4M | 24k | 310.21 | |
Heico Cl A Ord Cl A (HEI.A) | 1.0 | $6.1M | 53k | 114.62 |