Makaira Partners LLC

CIK: 1540866

Latest Filing

Filed: February 11, 2026

Total Portfolio Value

$127.90M

Total Holdings

Report Period

Dec 2025

Accession Number: 0001420506-26-000298

Report Date: December 31, 2025

CHTR

26.8%

DPZ

12.1%

LAMR

11.9%

BBWI

11.5%

CDW

10.6%

BELFA

7.3%

FLUT

7.0%

LMB

6.2%

WHD

5.0%

SVV

1.2%

Others

0.4%

Showing top 10 of 12 total holdings

Holdings (12)

Latest 13F positions


CH CHTR 📈 History CHARTER COMMUNICATIONS INC N	164.0K	$34.23M	26.8%	-
DP DPZ 📈 History DOMINOS PIZZA INC	37.0K	$15.42M	12.1%	-
LA LAMR 📈 History LAMAR ADVERTISING CO NEW	120.0K	$15.19M	11.9%	-29%
BB BBWI 📈 History BATH & BODY WORKS INC	734.4K	$14.75M	11.5%	-46%
CD CDW 📈 History CDW CORP	100.0K	$13.62M	10.6%	-
BE BELFA 📈 History BEL FUSE INC	55.0K	$9.33M	7.3%	-45%
FL FLUT 📈 History FLUTTER ENTMT PLC	41.4K	$8.91M	7.0%	-49%
LM LMB 📈 History LIMBACH HLDGS INC	102.2K	$7.96M	6.2%	+96%
WH WHD 📈 History CACTUS INC	141.3K	$6.45M	5.0%	-46%
SV SVV 📈 History SAVERS VALUE VLG INC	159.1K	$1.49M	1.2%	-80%
HE HEI 📈 History HEICO CORP NEW	2.2K	$548,000	0.4%	-
BE BELFA 📈 History BEL FUSE CL A ORD	0	$0	-	-100%