13F HOLDINGS REPORT
Makaira Partners LLC
Quarter ended Q4 2025 · Filed February 11, 2026 · Accession 0001420506-26-000298
Total Value
$127.9M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CHARTER COMMUNICATIONS INC N | 16119P108 | 164,000 | $34.2M | 26.77% |
| 2 | DOMINOS PIZZA INC | DPZ | 37,000 | $15.4M | 12.06% |
| 3 | LAMAR ADVERTISING CO NEW | LAMR | 120,000 | $15.2M | 11.88% |
| 4 | BATH & BODY WORKS INC | BBWI | 734,355 | $14.7M | 11.53% |
| 5 | CDW CORP | CDW | 100,000 | $13.6M | 10.65% |
| 6 | BEL FUSE INC | BELFB | 55,000 | $9.3M | 7.29% |
| 7 | FLUTTER ENTMT PLC | G3643J108 | 41,422 | $8.9M | 6.96% |
| 8 | LIMBACH HLDGS INC | LMB | 102,239 | $8.0M | 6.22% |
| 9 | CACTUS INC | WHD | 141,286 | $6.5M | 5.05% |
| 10 | SAVERS VALUE VLG INC | 80517M109 | 159,110 | $1.5M | 1.16% |
| 11 | HEICO CORP NEW | HEI-A | 2,171 | $548,026 | 0.43% |