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Makaira Partners LLC

Q4 2025 13F Holdings

  • Location
    la jolla, CA
  • Num holdings

    11

  • Value ($000)

    $127,897

  • Date Filed
    02/11/2026
  • Form type
    13F-HR
  • CIK
    0001540866
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
C
CHTR

CHARTER COMMUNICATIONS INC N

CL A
16119P108
$34.24M
27 %

164,000

D
DPZ

DOMINOS PIZZA INC

COM
25754A201
$15.42M
12 %

37,000

L
LAMR

LAMAR ADVERTISING CO NEW

CL A
512816109
$15.19M
12 %

120,000

B
BBWI

BATH & BODY WORKS INC

COM
070830104
$14.75M
12 %

734,355

C
CDW

CDW CORP

COM
12514G108
$13.62M
11 %

100,000

B
BELFB

BEL FUSE INC

CL B
077347300
$9.33M
7 %

55,000

F
FLTR.L

FLUTTER ENTMT PLC

SHS
G3643J108
$8.91M
7 %

41,422

L
LMB

LIMBACH HLDGS INC

COM
53263P105
$7.96M
6 %

102,239

W
WHD

CACTUS INC

CL A
127203107
$6.45M
5 %

141,286

S
SVV

SAVERS VALUE VLG INC

COM
80517M109
$1.49M
1 %

159,110

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