Makaira Partners LLC Q1 2025 Filing
Filed May 14, 2025
Portfolio Value
$298.2M
Holdings
13
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (13 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CHTRCHARTER COMMUNICATIONS CL A ORD | 200,162 | $73.8M | 24.73% | |
| 2 | BBWIBATH AND BODY WORKS ORD | 1,639,039 | $49.7M | 16.66% | |
| 3 | DPZDOMINOS PIZZA ORD | 64,964 | $29.8M | 10.01% | |
| 4 | LAMRLAMAR ADVERTISING CL A REIT | 224,260 | $25.5M | 8.56% | |
| 5 | CDWCDW ORD | 155,305 | $24.9M | 8.35% | |
| 6 | FLUTFLUTTER ENTERTAINMENT ORD | 106,422 | $23.6M | 7.91% | |
| 7 | KMXCARMAX ORD | 272,203 | $21.2M | 7.11% | |
| 8 | BELFBBEL FUSE CL B ORD | 245,999 | $18.4M | 6.17% | |
| 9 | PGRPROGRESSIVE ORD | 43,323 | $12.3M | 4.11% | |
| 10 | WHDCACTUS CL A ORD | 237,030 | $10.9M | 3.64% | |
| 11 | SVVSAVERS VALUE VILLAGE ORD | 1,078,437 | $7.4M | 2.50% | |
| 12 | HEIHEICO CL A ORD | 2,171 | $458K | 0.15% | |
| 13 | BELFABEL FUSE CL A ORD | 4,001 | $288K | 0.10% |