Makaira Partners LLC
- Period:
- Q1 2026
- Portfolio date:
- Mar 31, 2026
- No. of stocks:
- 0
- Portfolio value:
- $0
- Filed:
- May 15, 2026
- CIK:
- 1540866
| Hist | Stock | Activity | Share change | % change to portfolio |
|---|---|---|---|---|
| Q4 2025filed Feb 11, 261 added6 reduced1 exited | ||||
| ≡ | LMB – LIMBACH HLDGS INC | Add 96.00% | 50,000 | 3.62 |
| Q2 2025filed Aug 14, 2513 new | ||||
| ≡ | CHTR – CHARTER COMMUNICATIONS CL A ORD | Buy | 200,162 | 24.89 |
| ≡ | BBWI – BATH AND BODY WORKS ORD | Buy | 1,839,039 | 16.76 |
| ≡ | FLUT – FLUTTER ENTERTAINMENT ORD | Buy | 106,422 | 9.25 |
| ≡ | DPZ – DOMINOS PIZZA ORD | Buy | 64,964 | 8.90 |
| ≡ | CDW – CDW ORD | Buy | 155,305 | 8.44 |
| ≡ | LAMR – LAMAR ADVERTISING CL A REIT | Buy | 224,260 | 8.28 |
| ≡ | BELFA – BEL FUSE CL B ORD | Buy | 245,999 | 7.31 |
| ≡ | KMX – CARMAX ORD | Buy | 272,203 | 5.57 |
| ≡ | WHD – CACTUS CL A ORD | Buy | 357,030 | 4.75 |
| ≡ | SVV – SAVERS VALUE VILLAGE ORD | Buy | 1,078,437 | 3.35 |
| ≡ | LMB – LIMBACH HOLDINGS ORD | Buy | 52,239 | 2.23 |
| ≡ | HEI – HEICO CL A ORD | Buy | 2,171 | 0.17 |
| ≡ | BELFA – BEL FUSE CL A ORD | Buy | 4,001 | 0.11 |
| Q1 2025filed May 14, 2513 new | ||||
| ≡ | CHTR – CHARTER COMMUNICATIONS CL A ORD | Buy | 200,162 | 24.73 |
| ≡ | BBWI – BATH AND BODY WORKS ORD | Buy | 1,639,039 | 16.66 |
| ≡ | DPZ – DOMINOS PIZZA ORD | Buy | 64,964 | 10.01 |
| ≡ | LAMR – LAMAR ADVERTISING CL A REIT | Buy | 224,260 | 8.56 |
| ≡ | CDW – CDW ORD | Buy | 155,305 | 8.35 |
| ≡ | FLUT – FLUTTER ENTERTAINMENT ORD | Buy | 106,422 | 7.91 |
| ≡ | KMX – CARMAX ORD | Buy | 272,203 | 7.11 |
| ≡ | BELFA – BEL FUSE CL B ORD | Buy | 245,999 | 6.17 |
| ≡ | PGR – PROGRESSIVE ORD | Buy | 43,323 | 4.11 |
| ≡ | WHD – CACTUS CL A ORD | Buy | 237,030 | 3.64 |
| ≡ | SVV – SAVERS VALUE VILLAGE ORD | Buy | 1,078,437 | 2.50 |
| ≡ | HEI – HEICO CL A ORD | Buy | 2,171 | 0.15 |
| ≡ | BELFA – BEL FUSE CL A ORD | Buy | 4,001 | 0.10 |
| Q3 2024filed Nov 14, 241 new3 reduced | ||||
| ≡ | FLUT – FLUTTER ENTERTAINMENT ORD | Buy | 199,320 | 6.08 |
| Q2 2024filed Aug 15, 241 new1 added2 reduced | ||||
| ≡ | SVV – SAVERS VALUE VILLAGE ORD | Buy | 2,240,000 | 3.56 |
| ≡ | WHD – CACTUS CL A ORD | Add 400.00% | 399,581 | 2.81 |
| Q1 2024filed May 14, 241 new5 added4 reduced1 exited | ||||
| ≡ | CHTR – CHARTER COMMUNICATIONS CL A ORD | Add 135.00% | 218,987 | 5.07 |
| ≡ | DPZ – DOMINOS PIZZA ORD | Add 7.00% | 11,261 | 1.58 |
| ≡ | KMX – CARMAX ORD | Add 7.00% | 77,267 | 1.25 |
| ≡ | LAMR – LAMAR ADVERTISING CL A REIT | Add 7.00% | 60,612 | 1.22 |
| ≡ | WHD – CACTUS CL A ORD | Buy | 100,000 | 0.60 |
| ≡ | HEI – HEICO CL A ORD | Add 10.00% | 427 | 0.01 |