Makaira Partners LLC Portfolio Holdings

Makaira Partners LLC

  • $287 Million
  • Q2 2025

Makaira Partners LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $287 Million distributed in 13 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Charter Communications, Inc. with a value of $81.8M, Bath & Body Works, Inc. with a value of $55.1M, Dominos Pizza Inc with a value of $29.3M, Cdw Corp with a value of $27.7M, and Lamar Advertising CO with a value of $27.2M.

Examining the 13F form we can see an increase of $20M in the current position value, from $267M to 287M.

Makaira Partners LLC is based out at La Jolla, CA

Below you can find more details about Makaira Partners LLC portfolio as well as his latest detailed transactions.

Portfolio value $287 Million
Consumer Cyclical: $103 Million
Communication Services: $81.8 Million
Technology: $52.1 Million
Real Estate: $27.2 Million
Energy: $15.6 Million
Industrials: $7.32 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$251M
$359,000 0.13% of portfolio
4,001
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 13
  • Current Value $287 Million
  • Prior Value $267 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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