Makaira Partners LLC Portfolio Holdings by Sector
Makaira Partners LLC
- $267 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Telecom Services | Communication Services
CHTR 1 stocks |
$73,765
27.65% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Retail | Consumer Cyclical
BBWI 1 stocks |
$49,695
18.63% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
DPZ 1 stocks |
$29,847
11.19% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
REIT—Specialty | Real Estate
LAMR 1 stocks |
$25,516
9.57% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
CDW 1 stocks |
$24,889
9.33% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Auto & Truck Dealerships | Consumer Cyclical
KMX 1 stocks |
$21,210
7.95% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Electronic Components | Technology
BELFB BELFA 2 stocks |
$18,703
7.01% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Insurance—Property & Casualty | Financial Services
PGR 1 stocks |
$12,260
4.6% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Equipment & Services | Energy
WHD 1 stocks |
$10,863
4.07% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|