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 |