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 & 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 |
