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Makaira Partners LLC

Q2 2025 13F Holdings

  • Location
    la jolla, CA
  • Num holdings

    13

  • Value ($000)

    $328,738

  • Date Filed
    08/14/2025
  • 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 Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
C
CHTR

CHARTER COMMUNICATIONS CL A ORD

CL A
16119P108
$81.83M
25 %

200,162

B
BBWI

BATH AND BODY WORKS ORD

COM
070830104
$55.1M
17 %

1,839,039

F
FLTR.L

FLUTTER ENTERTAINMENT ORD

COM
G3643J108
$30.41M
9 %

106,422

D
DPZ

DOMINOS PIZZA ORD

COM
25754A201
$29.27M
9 %

64,964

C
CDW

CDW ORD

COM
12514G108
$27.74M
8 %

155,305

L
LAMR

LAMAR ADVERTISING CL A REIT

CL A
512816109
$27.22M
8 %

224,260

B
BELFB

BEL FUSE CL B ORD

CL B
077347300
$24.03M
7 %

245,999

K
KMX

CARMAX ORD

COM
143130102
$18.29M
6 %

272,203

W
WHD

CACTUS CL A ORD

CL A
127203107
$15.61M
5 %

357,030

S
SVV

SAVERS VALUE VILLAGE ORD

COM
80517M109
$11M
3 %

1,078,437

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