Makaira Partners LLC

Q2 2024 13F Holdings

  • Location
    la jolla, CA
  • Num holdings

    11

  • Value ($000)

    $770,971

  • Date Filed
    08/15/2024
  • 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 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
PGR
PGR

PROGRESSIVE ORD

COM
743315103
$151.09 M
20 %

727,431

CHTR
CHTR

CHARTER COMMUNICATIONS CL A ORD

CL A
16119P108
$111.44 M
15 %

372,769

LAMR
LAMR

LAMAR ADVERTISING CL A REIT

CL A
512816109
$107.74 M
14 %

901,371

BBWI
BBWI

BATH AND BODY WORKS ORD

COM
070830104
$94.55 M
12 %

2,421,353

CDW
CDW

CDW ORD

COM
12514G108
$90.52 M
12 %

404,398

DPZ
DPZ

DOMINOS PIZZA ORD

COM
25754A201
$86.40 M
11 %

167,329

KMX
KMX

CARMAX ORD

COM
143130102
$51.72 M
7 %

705,214

SVV
SVV

SAVERS VALUE VILLAGE ORD

COM
80517M109
$27.42 M
4 %

2,240,000

WHD
WHD

CACTUS CL A ORD

CL A
127203107
$26.35 M
3 %

499,581

LBRDK
LBRDK

LIBERTY BROADBAND SRS C ORD

COM SER C
530307305
$22.91 M
3 %

417,935

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