Makaira Partners as of Sept. 30, 2025
Portfolio Holdings for Makaira Partners
Makaira Partners holds 12 positions in its portfolio as reported in the September 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) | 23.2 | $45M | 164k | 275.11 | |
| Bath & Body Works In (BBWI) | 18.1 | $35M | 1.4M | 25.76 | |
| Lamar Advertising Cl A Reit Cl A (LAMR) | 10.7 | $21M | 170k | 122.42 | |
| Flutter Entertainment (FLUT) | 10.6 | $21M | 81k | 254.00 | |
| Domino's Pizza (DPZ) | 8.2 | $16M | 37k | 431.71 | |
| Cdw (CDW) | 8.2 | $16M | 100k | 159.28 | |
| Bel Fuse Cl B Ord CL B (BELFB) | 7.2 | $14M | 100k | 141.02 | |
| Cactus Cl A Ord Cl A (WHD) | 5.3 | $10M | 263k | 39.47 | |
| Savers Value Village Ord (SVV) | 5.3 | $10M | 780k | 13.25 | |
| Limbach Hldgs (LMB) | 2.6 | $5.1M | 52k | 97.12 | |
| Heico Cl A Ord Cl A (HEI.A) | 0.3 | $552k | 2.2k | 254.09 | |
| Bel Fuse Cl A Ord Cl A (BELFA) | 0.2 | $466k | 4.0k | 116.35 |
