13F HOLDINGS REPORT
Makaira Partners LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001540866-25-000007
Total Value
$328.7M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CHARTER COMMUNICATIONS CL A ORD | 16119P108 | 200,162 | $81.8M | 24.89% |
| 2 | BATH AND BODY WORKS ORD | BBWI | 1,839,039 | $55.1M | 16.76% |
| 3 | FLUTTER ENTERTAINMENT ORD | G3643J108 | 106,422 | $30.4M | 9.25% |
| 4 | DOMINOS PIZZA ORD | DPZ | 64,964 | $29.3M | 8.90% |
| 5 | CDW ORD | CDW | 155,305 | $27.7M | 8.44% |
| 6 | LAMAR ADVERTISING CL A REIT | LAMR | 224,260 | $27.2M | 8.28% |
| 7 | BEL FUSE CL B ORD | BELFB | 245,999 | $24.0M | 7.31% |
| 8 | CARMAX ORD | KMX | 272,203 | $18.3M | 5.57% |
| 9 | CACTUS CL A ORD | WHD | 357,030 | $15.6M | 4.75% |
| 10 | SAVERS VALUE VILLAGE ORD | 80517M109 | 1,078,437 | $11.0M | 3.35% |
| 11 | LIMBACH HOLDINGS ORD | LMB | 52,239 | $7.3M | 2.23% |
| 12 | HEICO CL A ORD | HEI-A | 2,171 | $561,746 | 0.17% |
| 13 | BEL FUSE CL A ORD | BELFB | 4,001 | $359,490 | 0.11% |