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
CHTR
CHTR

CHARTER COMMUNICATIONS CL A ORD

CL A
16119P108
$81.83M
25 %

200,162

BBWI
BBWI

BATH AND BODY WORKS ORD

COM
070830104
$55.10M
17 %

1,839,039

FLTR.L
FLTR.L

FLUTTER ENTERTAINMENT ORD

COM
G3643J108
$30.41M
9 %

106,422

DPZ
DPZ

DOMINOS PIZZA ORD

COM
25754A201
$29.27M
9 %

64,964

CDW
CDW

CDW ORD

COM
12514G108
$27.74M
8 %

155,305

LAMR
LAMR

LAMAR ADVERTISING CL A REIT

CL A
512816109
$27.22M
8 %

224,260

BELFB
BELFB

BEL FUSE CL B ORD

CL B
077347300
$24.03M
7 %

245,999

KMX
KMX

CARMAX ORD

COM
143130102
$18.29M
6 %

272,203

WHD
WHD

CACTUS CL A ORD

CL A
127203107
$15.61M
5 %

357,030

SVV
SVV

SAVERS VALUE VILLAGE ORD

COM
80517M109
$11.00M
3 %

1,078,437

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