Makaira Partners as of Dec. 31, 2025
Portfolio Holdings for Makaira Partners
Makaira Partners holds 11 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Charter Communications Inc N Cl A (CHTR) | 26.8 | $34M | 164k | 208.75 | |
| Domino's Pizza (DPZ) | 12.1 | $15M | 37k | 416.82 | |
| Lamar Advertising Cl A (LAMR) | 11.9 | $15M | 120k | 126.58 | |
| Bath & Body Works In (BBWI) | 11.5 | $15M | 734k | 20.08 | |
| Cdw (CDW) | 10.6 | $14M | 100k | 136.20 | |
| Bel Fuse CL B (BELFB) | 7.3 | $9.3M | 55k | 169.63 | |
| Flutter Entmt SHS (FLUT) | 7.0 | $8.9M | 41k | 215.04 | |
| Limbach Hldgs (LMB) | 6.2 | $8.0M | 102k | 77.85 | |
| Cactus Cl A (WHD) | 5.0 | $6.5M | 141k | 45.68 | |
| Savers Value Village Ord (SVV) | 1.2 | $1.5M | 159k | 9.34 | |
| Heico Corp Cl A (HEI.A) | 0.4 | $548k | 2.2k | 252.43 |
