13FBOX
Makaira Partners LLC · 13F Holdings
Options Calculator Rankings

Makaira Partners LLC

No.8759 Data as of Q4 2025
Latest AUM (Q4 2025)
$127.9M
QoQ Change Q3 2025
-$66.8M-34.3%
Holdings
11
New Buys
0
Adds
1
Reduces
6
Exits
1
Unchanged
4
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q4 2025 ValueQ4 2025 SharesPrev Q ValuePrev Q SharesShares ChangeAction
CHARTER COMMUNICATIONSCHTR
26.77%23.17%$34.2M164,000$45.1M164,00000.00%Unchanged
DOMINOS PIZZA INCDPZ
12.06%8.2%$15.4M37,000$16.0M37,00000.00%Unchanged
LAMAR ADVERTISING COLAMR
11.88%10.69%$15.2M120,000$20.8M170,000-50,000-29.41%Reduce
BBATH & BODYBBWI
11.53%18.12%$14.7M734,355$35.3M1.4M-635,645-46.40%Reduce
CDW CORPCDW
10.65%8.18%$13.6M100,000$15.9M100,00000.00%Unchanged
BBEL FUSE INCBELFB
7.29%7.24%$9.3M55,000$14.1M100,000-45,000-45.00%Reduce
FLUTTER ENTMT PLCFLUT
6.96%10.62%$8.9M41,422$20.7M81,422-40,000-49.13%Reduce
LLIMBACH HLDGS INCLMB
6.22%2.61%$8.0M102,239$5.1M52,239+50,000+95.71%Add
CCACTUS INCWHD
5.05%5.34%$6.5M141,286$10.4M263,409-122,123-46.36%Reduce
SAVERS VALUE VLG INCSVV
1.16%5.31%$1.5M159,110$10.3M780,000-620,890-79.60%Reduce
HEICO CORP NEWHEI
0.43%0.28%$548,0262,171$551,6292,17100.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow