Makaira Partners as of March 31, 2025
Portfolio Holdings for Makaira Partners
Makaira Partners holds 13 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Charter Communications Cl A Ord Cl A (CHTR) | 24.7 | $74M | 200k | 368.53 | |
| Bath & Body Works In (BBWI) | 16.7 | $50M | 1.6M | 30.32 | |
| Domino's Pizza (DPZ) | 10.0 | $30M | 65k | 459.45 | |
| Lamar Advertising Cl A Reit Cl A (LAMR) | 8.6 | $26M | 224k | 113.78 | |
| Cdw (CDW) | 8.3 | $25M | 155k | 160.26 | |
| Flutter Entertainment (FLUT) | 7.9 | $24M | 106k | 221.55 | |
| CarMax (KMX) | 7.1 | $21M | 272k | 77.92 | |
| Bel Fuse Cl B Ord CL B (BELFB) | 6.2 | $18M | 246k | 74.86 | |
| Progressive Corporation (PGR) | 4.1 | $12M | 43k | 283.01 | |
| Cactus Cl A Ord Cl A (WHD) | 3.6 | $11M | 237k | 45.83 | |
| Savers Value Village Ord (SVV) | 2.5 | $7.4M | 1.1M | 6.90 | |
| Heico Cl A Ord Cl A (HEI.A) | 0.2 | $458k | 2.2k | 210.97 | |
| Bel Fuse Cl A Ord Cl A (BELFA) | 0.1 | $288k | 4.0k | 72.06 |
