Makaira Partners LLC Q4 2025 Filing
Filed February 11, 2026
Portfolio Value
$127.9M
Holdings
11
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (11 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CHTRCHARTER COMMUNICATIONS INC N | 164,000 | $34.2M | 26.77% | |
| 2 | DPZDOMINOS PIZZA INC | 37,000 | $15.4M | 12.06% | |
| 3 | LAMRLAMAR ADVERTISING CO NEW | 120,000 | $15.2M | 11.88% | |
| 4 | BBWIBATH & BODY WORKS INC | 734,355 | $14.7M | 11.53% | |
| 5 | CDWCDW CORP | 100,000 | $13.6M | 10.65% | |
| 6 | BELFBBEL FUSE INC | 55,000 | $9.3M | 7.29% | |
| 7 | FLUTFLUTTER ENTMT PLC | 41,422 | $8.9M | 6.96% | |
| 8 | LMBLIMBACH HLDGS INC | 102,239 | $8.0M | 6.22% | |
| 9 | WHDCACTUS INC | 141,286 | $6.5M | 5.05% | |
| 10 | SVVSAVERS VALUE VLG INC | 159,110 | $1.5M | 1.16% | |
| 11 | HEIHEICO CORP NEW | 2,171 | $548K | 0.43% |