Makaira Partners as of Dec. 31, 2023
Portfolio Holdings for Makaira Partners
Makaira Partners holds 10 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Progressive Corporation (PGR) | 16.7 | $127M | 798k | 159.28 | |
| Cdw (CDW) | 16.3 | $124M | 546k | 227.32 | |
| Bath & Body Works In (BBWI) | 15.3 | $117M | 2.7M | 43.16 | |
| Lamar Advertising Cl A Reit Cl A (LAMR) | 12.0 | $92M | 861k | 106.28 | |
| CarMax (KMX) | 11.1 | $84M | 1.1M | 76.74 | |
| Liberty Broadband Srs C Ord Com Ser C (LBRDK) | 9.9 | $75M | 936k | 80.59 | |
| Domino's Pizza (DPZ) | 8.7 | $66M | 160k | 412.23 | |
| Charter Communications Cl A Ord Cl A (CHTR) | 8.3 | $63M | 162k | 388.68 | |
| Zebra Technologies Cl A Ord Cl A (ZBRA) | 1.5 | $11M | 40k | 273.33 | |
| Heico Cl A Ord Cl A (HEI.A) | 0.1 | $605k | 4.2k | 142.44 |
