Makaira Partners LLC Portfolio Holdings by Sector

Makaira Partners LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Telecom Services \| Communication Services CHTR 1 stocks	$81,828 28.54% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical BBWI 1 stocks	$55,097 19.21% of portfolio	1	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical DPZ 1 stocks	$29,272 10.21% of portfolio	-	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology CDW 1 stocks	$27,735 9.67% of portfolio	-	-	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate LAMR 1 stocks	$27,216 9.49% of portfolio	-	-	-	-	0 Calls 0 Puts
Electronic Components \| Technology BELFB BELFA 2 stocks	$24,390 8.51% of portfolio	-	-	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical KMX 1 stocks	$18,294 6.38% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy WHD 1 stocks	$15,609 5.44% of portfolio	1	-	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials LMB 1 stocks	$7,318 2.55% of portfolio	1	-	1	-	0 Calls 0 Puts

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