The Analysis of Makaira Partners LLC's Holdings


Currently, Makaira Partners LLC holds 11 types of securities in its portfolio with a total value $127.9M. In the most recent quarter, they have increased their positions in LMB (+50.0K shares, valued at $3.9M); decreased their positions in BBWI (-635.6K shares, valued at $12.8M), FLUT (-40.0K shares, valued at $8.6M), BELFB (-45.0K shares, valued at $7.6M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
CHTR CHARTER COMMUNICATIONS INC N164.0K shares0.00%2025-12-312026-02-11history
DPZ DOMINOS PIZZA INC37.0K shares0.00%2025-12-312026-02-11history
LAMR LAMAR ADVERTISING CO NEW120.0K shares-29.41%2025-12-312026-02-11history
BBWI BATH & BODY WORKS INC734.4K shares-46.40%2025-12-312026-02-11history
CDW CDW CORP100.0K shares0.00%2025-12-312026-02-11history
BELFB BEL FUSE INC55.0K shares-45.00%2025-12-312026-02-11history
FLUT FLUTTER ENTMT PLC41.4K shares-49.13%2025-12-312026-02-11history
LMB LIMBACH HLDGS INC102.2K shares95.71%2025-12-312026-02-11history
Sponsored
WHD CACTUS INC141.3K shares-46.36%2025-12-312026-02-11history
SVV SAVERS VALUE VLG INC159.1K shares-79.60%2025-12-312026-02-11history
HEI.A HEICO CORP NEW2.2K shares0.00%2025-12-312026-02-11history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available