13F HOLDINGS REPORT
Makaira Partners LLC
Quarter ended Q3 2025 · Filed November 17, 2025 · Accession 0001540866-25-000008
Total Value
$194.7M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CHARTER COMMUNICATIONS CL A ORD | 16119P108 | 164,000 | $45.1M | 23.17% |
| 2 | BATH AND BODY WORKS ORD | BBWI | 1,370,000 | $35.3M | 18.12% |
| 3 | LAMAR ADVERTISING CL A REIT | LAMR | 170,000 | $20.8M | 10.69% |
| 4 | FLUTTER ENTERTAINMENT ORD | G3643J108 | 81,422 | $20.7M | 10.62% |
| 5 | DOMINOS PIZZA ORD | DPZ | 37,000 | $16.0M | 8.20% |
| 6 | CDW ORD | CDW | 100,000 | $15.9M | 8.18% |
| 7 | BEL FUSE CL B ORD | BELFB | 100,000 | $14.1M | 7.24% |
| 8 | CACTUS CL A ORD | WHD | 263,409 | $10.4M | 5.34% |
| 9 | SAVERS VALUE VILLAGE ORD | 80517M109 | 780,000 | $10.3M | 5.31% |
| 10 | LIMBACH HOLDINGS ORD | LMB | 52,239 | $5.1M | 2.61% |
| 11 | HEICO CL A ORD | HEI-A | 2,171 | $551,629 | 0.28% |
| 12 | BEL FUSE CL A ORD | BELFB | 4,001 | $465,516 | 0.24% |