Makaira Partners LLC Q3 2025 Filing
Filed November 17, 2025
Portfolio Value
$194.7B
Holdings
12
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (12 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CHTRCHARTER COMMUNICATIONS CL A ORD | 164,000 | $45.1B | 23.17% | |
| 2 | BBWIBATH AND BODY WORKS ORD | 1,370,000 | $35.3B | 18.12% | |
| 3 | LAMRLAMAR ADVERTISING CL A REIT | 170,000 | $20.8B | 10.69% | |
| 4 | FLUTFLUTTER ENTERTAINMENT ORD | 81,422 | $20.7B | 10.62% | |
| 5 | DPZDOMINOS PIZZA ORD | 37,000 | $16.0B | 8.20% | |
| 6 | CDWCDW ORD | 100,000 | $15.9B | 8.18% | |
| 7 | BELFBBEL FUSE CL B ORD | 100,000 | $14.1B | 7.24% | |
| 8 | WHDCACTUS CL A ORD | 263,409 | $10.4B | 5.34% | |
| 9 | SVVSAVERS VALUE VILLAGE ORD | 780,000 | $10.3B | 5.31% | |
| 10 | LMBLIMBACH HOLDINGS ORD | 52,239 | $5.1B | 2.61% | |
| 11 | HEIHEICO CL A ORD | 2,171 | $551.6M | 0.28% | |
| 12 | BELFABEL FUSE CL A ORD | 4,001 | $465.5M | 0.24% |