Makaira Partners as of June 30, 2023
Portfolio Holdings for Makaira Partners
Makaira Partners holds 10 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Liberty Broadband Srs C Ord Com Ser C (LBRDK) | 18.4 | $136M | 1.7M | 80.11 | |
| Progressive Corporation (PGR) | 14.0 | $104M | 782k | 132.37 | |
| Cdw (CDW) | 13.3 | $98M | 534k | 183.50 | |
| Activision Blizzard | 13.2 | $97M | 1.2M | 84.30 | |
| Bath & Body Works In (BBWI) | 12.4 | $92M | 2.5M | 36.50 | |
| CarMax (KMX) | 12.2 | $90M | 1.1M | 83.70 | |
| Lamar Advertising Cl A Reit Cl A (LAMR) | 7.7 | $57M | 575k | 99.25 | |
| Domino's Pizza (DPZ) | 7.1 | $53M | 157k | 336.99 | |
| Zebra Technologies Cl A Ord Cl A (ZBRA) | 1.6 | $12M | 40k | 295.83 | |
| Heico Cl A Ord Cl A (HEI.A) | 0.1 | $597k | 4.2k | 140.60 |
