Makaira Partners as of June 30, 2025
Portfolio Holdings for Makaira Partners
Makaira Partners holds 13 positions in its portfolio as reported in the June 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) | 24.9 | $82M | 200k | 408.81 | |
| Bath & Body Works In (BBWI) | 16.8 | $55M | 1.8M | 29.96 | |
| Flutter Entertainment (FLUT) | 9.3 | $30M | 106k | 285.76 | |
| Domino's Pizza (DPZ) | 8.9 | $29M | 65k | 450.60 | |
| Cdw (CDW) | 8.4 | $28M | 155k | 178.59 | |
| Lamar Advertising Cl A Reit Cl A (LAMR) | 8.3 | $27M | 224k | 121.36 | |
| Bel Fuse Cl B Ord CL B (BELFB) | 7.3 | $24M | 246k | 97.69 | |
| CarMax (KMX) | 5.6 | $18M | 272k | 67.21 | |
| Cactus Cl A Ord Cl A (WHD) | 4.7 | $16M | 357k | 43.72 | |
| Savers Value Village Ord (SVV) | 3.3 | $11M | 1.1M | 10.20 | |
| Limbach Hldgs (LMB) | 2.2 | $7.3M | 52k | 140.10 | |
| Heico Cl A Ord Cl A (HEI.A) | 0.2 | $562k | 2.2k | 258.75 | |
| Bel Fuse Cl A Ord Cl A (BELFA) | 0.1 | $360k | 4.0k | 89.85 |
