Makaira Partners LLC Portfolio Holdings by Sector
Makaira Partners LLC
- $705 Million
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Insurance—Property & Casualty | Financial Services
PGR 1 stocks |
$153,176
21.71% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
CHTR LBRDK 2 stocks |
$146,302
20.74% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
REIT—Specialty | Real Estate
LAMR 1 stocks |
$96,066
13.62% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
CDW 1 stocks |
$87,018
12.34% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Retail | Consumer Cyclical
BBWI 1 stocks |
$73,502
10.42% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
DPZ 1 stocks |
$68,482
9.71% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Auto & Truck Dealerships | Consumer Cyclical
KMX 1 stocks |
$52,164
7.39% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Equipment & Services | Energy
WHD 1 stocks |
$28,699
4.07% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|