StockDriftsStockDriftsTop 11 Makaira Partners Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CHTR | CHARTER COMMUNICATIONS INC N | 26.77% | 164.0K | $34.2M | +0.00%(+0) | $369.89(-40.44%) | 2025-12-31 | |
| DPZ | DOMINOS PIZZA INC | 12.06% | 37.0K | $15.4M | +0.00%(+0) | $347.07(+6.05%) | 2025-12-31 | |
| LAMR | LAMAR ADVERTISING CO NEW | 11.88% | 120.0K | $15.2M | -29.41%(-50.00K) | $93.03(+44.44%) | 2025-12-31 | |
| BBWI | BATH & BODY WORKS INC | 11.53% | 734.4K | $14.7M | -46.40%(-635.64K) | $43.69(-58.93%) | 2025-12-31 | |
| CDW | CDW CORP | 10.65% | 100.0K | $13.6M | +0.00%(+0) | $141.52(-8.45%) | 2025-12-31 | |
| BELFB | BEL FUSE INC | 7.29% | 55.0K | $9.3M | -45.00%(-45.00K) | $78.67(+200.06%) | 2025-12-31 | |
| FLUT | FLUTTER ENTMT PLC | 6.96% | 41.4K | $8.9M | -49.13%(-40.00K) | $209.82(-46.72%) | 2025-12-31 | |
| LMB | LIMBACH HLDGS INC | 6.22% | 102.2K | $8.0M | +95.71%(+50.00K) | $98.06(-9.44%) | 2025-12-31 | |
| WHD | CACTUS INC | 5.05% | 141.3K | $6.5M | -46.36%(-122.12K) | $48.67(+9.45%) | 2025-12-31 | |
| SVV | SAVERS VALUE VLG INC | 1.16% | 159.1K | $1.5M | -79.60%(-620.89K) | $15.66(-47.14%) | 2025-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +0.72% | +2.18% | -10.99% | -44.12% |
| Top 20 Holdings Unweighted | +8.42% | +27.45% | -3.34% | -15.64% |
Makaira Partners Llc reports $127.90M in US-listed equity holdings across 11 positions in its most recent 13F filing. Its largest disclosed positions are CHTR (26.8%), DPZ (12.1%) and LAMR (11.9%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +2.18% on a three-year cumulative basis. Figures reflect the Q4 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Makaira Partners Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1540866). View Makaira Partners Llc’s 13F filings on SEC