Makaira Partners as of Dec. 31, 2024
Portfolio Holdings for Makaira Partners
Makaira Partners holds 12 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Charter Communications Cl A Ord Cl A (CHTR) | 21.8 | $128M | 373k | 342.77 | |
| Bath & Body Works In (BBWI) | 15.0 | $88M | 2.3M | 38.77 | |
| Progressive Corporation (PGR) | 13.5 | $79M | 329k | 239.61 | |
| Cdw (CDW) | 11.4 | $67M | 383k | 174.04 | |
| Lamar Advertising Cl A Reit Cl A (LAMR) | 11.0 | $65M | 531k | 121.74 | |
| Flutter Entertainment (FLUT) | 8.7 | $51M | 198k | 258.45 | |
| CarMax (KMX) | 7.8 | $46M | 559k | 81.76 | |
| Cactus Cl A Ord Cl A (WHD) | 4.4 | $26M | 442k | 58.36 | |
| Savers Value Village Ord (SVV) | 3.6 | $21M | 2.1M | 10.25 | |
| Liberty Broadband Srs C Ord Com Ser C (LBRDK) | 2.1 | $13M | 1.2M | 10.07 | |
| Domino's Pizza (DPZ) | 0.6 | $3.6M | 138k | 25.81 | |
| Heico Cl A Ord Cl A (HEI.A) | 0.1 | $833k | 4.5k | 186.08 |
