Makaira Partners

Makaira Partners as of June 30, 2024

Portfolio Holdings for Makaira Partners

Makaira Partners holds 11 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Progressive Corporation (PGR) 19.6 $151M 727k 207.71
Charter Communications Cl A Ord Cl A (CHTR) 14.5 $111M 373k 298.96
Lamar Advertising Cl A Reit Cl A (LAMR) 14.0 $108M 901k 119.53
Bath &#38 Body Works In (BBWI) 12.3 $95M 2.4M 39.05
Cdw (CDW) 11.7 $91M 404k 223.84
Domino's Pizza (DPZ) 11.2 $86M 167k 516.33
CarMax (KMX) 6.7 $52M 705k 73.34
Savers Value Village Ord (SVV) 3.6 $27M 2.2M 12.24
Cactus Cl A Ord Cl A (WHD) 3.4 $26M 500k 52.74
Liberty Broadband Srs C Ord Com Ser C (LBRDK) 3.0 $23M 418k 54.82
Heico Cl A Ord Cl A (HEI.A) 0.1 $824k 4.6k 177.52