Makaira Partners as of March 31, 2024
Portfolio Holdings for Makaira Partners
Makaira Partners holds 10 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Progressive Corporation (PGR) | 18.6 | $154M | 743k | 206.82 | |
| Bath & Body Works In (BBWI) | 14.9 | $124M | 2.5M | 50.02 | |
| Cdw (CDW) | 13.7 | $113M | 444k | 255.78 | |
| Charter Communications Cl A Ord Cl A (CHTR) | 13.4 | $111M | 381k | 290.63 | |
| Lamar Advertising Cl A Reit Cl A (LAMR) | 13.3 | $110M | 921k | 119.41 | |
| CarMax (KMX) | 12.3 | $102M | 1.2M | 87.11 | |
| Domino's Pizza (DPZ) | 10.3 | $85M | 171k | 496.88 | |
| Liberty Broadband Srs C Ord Com Ser C (LBRDK) | 2.9 | $24M | 424k | 57.23 | |
| Cactus Cl A Ord Cl A (WHD) | 0.6 | $5.0M | 100k | 50.09 | |
| Heico Cl A Ord Cl A (HEI.A) | 0.1 | $720k | 4.7k | 153.94 |
