Institutions / Makaira Partners LLC
Makaira Partners LLC
CIK 1540866 · Institution · as of Dec 31, 2025
Portfolio value
$127.90M
Positions
11
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Charter Communications, Inc. | $34.23M | 26.8% |
| Domino's Pizza Inc. | $15.42M | 12.1% |
| Lamar Advertising Co | $15.19M | 11.9% |
| Bath & Body Works, Inc. | $14.75M | 11.5% |
| CDW Corp | $13.62M | 10.6% |
| Bel Fuse Inc. | $9.33M | 7.3% |
| Flutter Entertainment plc | $8.91M | 7.0% |
| Limbach Holdings Inc | $7.96M | 6.2% |
| Cactus, Inc. | $6.45M | 5.0% |
| Savers Value Village, Inc.SVV | $1.49M | 1.2% |
| Heico Corp | $548.0K | 0.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.