Makaira Partners LLC 13F Holdings
CIK 0001540866 · LA JOLLA, CA
As of Sep 30, 2025, Makaira Partners LLC reported 12 positions worth
CIK 0001540866 · LA JOLLA, CA
As of Sep 30, 2025, Makaira Partners LLC reported 12 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| CHARTER COMMUNICATIONS INC | CHTR | Communication Services | 164,000 | $45.1M | 23.17% |
| BATH & BODY WORKS INC | BBWI | Consumer Cyclical | 1,370,000 | $35.3M | 18.12% |
| LAMAR ADVERTISING CO | LAMR | Real Estate | 170,000 | $20.8M | 10.69% |
| FLUTTER ENTERTAINMENT PLC | FLUT | Consumer Cyclical | 81,422 | $20.7M | 10.62% |
| DOMINOS PIZZA INC | DPZ | Consumer Cyclical | 37,000 | 6.0M | 8.20% |
| CDW CORP | CDW | Technology | 100,000 | 5.9M | 8.18% |
| BEL FUSE INC | BELFB | Technology | 100,000 | 4.1M | 7.24% |
| CACTUS INC | WHD | Energy | 263,409 | 0.4M | 5.34% |
| SAVERS VALUE VLG INC | SVV | Consumer Cyclical | 780,000 | 0.3M | 5.31% |
| LIMBACH HOLDINGS INC | LMB | Industrials | 52,239 | $5.1M | 2.61% |
| HEICO CORP | HEI.A | Industrials | 2,171 | $551.6K | 0.28% |
| BEL FUSE INC | BELFA | Technology | 4,001 | $465.5K | 0.24% |