Makaira Partners as of Sept. 30, 2023
Portfolio Holdings for Makaira Partners
Makaira Partners holds 10 positions in its portfolio as reported in the September 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) | 20.7 | $159M | 1.7M | 91.32 | |
| Progressive Corporation (PGR) | 14.5 | $111M | 798k | 139.30 | |
| Cdw (CDW) | 14.4 | $110M | 546k | 201.76 | |
| Activision Blizzard | 11.9 | $91M | 977k | 93.63 | |
| Bath & Body Works In (BBWI) | 11.0 | $84M | 2.5M | 33.80 | |
| CarMax (KMX) | 10.1 | $78M | 1.1M | 70.73 | |
| Lamar Advertising Cl A Reit Cl A (LAMR) | 8.2 | $63M | 757k | 83.47 | |
| Domino's Pizza (DPZ) | 7.9 | $61M | 160k | 378.79 | |
| Zebra Technologies Cl A Ord Cl A (ZBRA) | 1.2 | $9.6M | 40k | 236.53 | |
| Heico Cl A Ord Cl A (HEI.A) | 0.1 | $549k | 4.2k | 129.22 |
