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 |