Makaira Partners as of Dec. 31, 2022
Portfolio Holdings for Makaira Partners
Makaira Partners holds 11 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Activision Blizzard | 17.9 | $123M | 1.6M | 76.55 | |
| Liberty Broadband Srs C Ord Com Ser C (LBRDK) | 16.7 | $115M | 1.5M | 76.27 | |
| Bath & Body Works In (BBWI) | 14.6 | $101M | 2.4M | 42.14 | |
| Progressive Corporation (PGR) | 13.0 | $90M | 693k | 129.71 | |
| Cdw (CDW) | 12.3 | $85M | 474k | 178.58 | |
| CarMax (KMX) | 8.4 | $58M | 951k | 60.89 | |
| Lamar Advertising Cl A Reit Cl A (LAMR) | 7.0 | $48M | 509k | 94.40 | |
| Zebra Technologies Cl A Ord Cl A (ZBRA) | 6.0 | $41M | 161k | 256.41 | |
| Domino's Pizza (DPZ) | 1.8 | $12M | 36k | 346.40 | |
| First Republic Bank/san F (FRCB) | 1.3 | $9.1M | 75k | 121.89 | |
| Heico Cl A Ord Cl A (HEI.A) | 0.9 | $6.4M | 53k | 119.85 |
