Makaira Partners as of Sept. 30, 2024
Portfolio Holdings for Makaira Partners
Makaira Partners holds 12 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Progressive Corporation (PGR) | 19.7 | $153M | 604k | 253.76 | |
| Charter Communications Cl A Ord Cl A (CHTR) | 14.9 | $116M | 359k | 324.08 | |
| Lamar Advertising Cl A Reit Cl A (LAMR) | 12.4 | $96M | 719k | 133.60 | |
| Cdw (CDW) | 11.2 | $87M | 385k | 226.30 | |
| Bath & Body Works In (BBWI) | 9.5 | $74M | 2.3M | 31.92 | |
| Domino's Pizza (DPZ) | 8.8 | $68M | 159k | 430.14 | |
| CarMax (KMX) | 6.7 | $52M | 674k | 77.38 | |
| Flutter Entertainment (FLUT) | 6.1 | $47M | 199k | 237.28 | |
| Liberty Broadband Srs C Ord Com Ser C (LBRDK) | 3.9 | $30M | 389k | 77.29 | |
| Cactus Cl A Ord Cl A (WHD) | 3.7 | $29M | 481k | 59.67 | |
| Savers Value Village Ord (SVV) | 3.1 | $24M | 2.3M | 10.52 | |
| Heico Cl A Ord Cl A (HEI.A) | 0.1 | $912k | 4.5k | 203.76 |
