Makaira Partners LLC

Q4 2024 13F Holdings

  • Location
    la jolla, CA
  • Num holdings

    12

  • Value ($000)

    $641,076

  • Date Filed
    02/26/2025
  • Form type
    restatement
  • 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 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
CHTR
CHTR

CHARTER COMMUNICATIONS CL A ORD

CL A
16119P108
$127.92M
20 %

373,191

BBWI
BBWI

BATH AND BODY WORKS ORD

COM
070830104
$87.72M
14 %

2,262,506

PGR
PGR

PROGRESSIVE ORD

COM
743315103
$78.89M
12 %

329,243

CDW
CDW

CDW ORD

COM
12514G108
$66.62M
10 %

382,798

LAMR
LAMR

LAMAR ADVERTISING CL A REIT

CL A
512816109
$64.58M
10 %

530,483

DPZ
DPZ

DOMINOS PIZZA ORD

COM
25754A201
$58.11M
9 %

138,439

FLTR.L
FLTR.L

FLUTTER ENTERTAINMENT ORD

COM
G3643J108
$51.29M
8 %

198,435

KMX
KMX

CARMAX ORD

COM
143130102
$45.74M
7 %

559,384

WHD
WHD

CACTUS CL A ORD

CL A
127203107
$25.79M
4 %

441,964

SVV
SVV

SAVERS VALUE VILLAGE ORD

COM
80517M109
$21.05M
3 %

2,053,930

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