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  Name: MAKAIRA PARTNERS LLC
  City: SAN DIEGO
  State: CA
  Zip: 92121
   
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Portfolio Summary View Filing
  Filing Report Date : 2025-03-31
  Total Value : $298,229,000
  Total Value Change : $-342,847,000
  Securities Held Change : 1
   
All Securities Held : 13
  New Positions : 2
  Closed Positions : 1
  Increased Positions : 0
  Unchanged Positions : 0
  Decreased Positions : 11

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Holdings Found : 14     View All Holdings Currently Viewing:  ALL     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (CHTR)1 Year Chart         CHTR Charter Communications Inc 1 - $412.26 $73,766,000 200,162 24.73% -54,153,000 -173,029 0.1    CATV Systems
   (BBWI)1 Year Chart         BBWI Bath & Body Works, Inc 2 - $32.78 $49,696,000 1,639,039 16.66% -38,021,000 -623,467 0.619    Apparel Stores
   (DPZ)1 Year Chart         DPZ Dominos Pizza Inc 3 - $453.94 $29,848,000 64,964 10.01% -28,263,000 -73,475 0.165    Food Wholesale
   (LAMR)1 Year Chart         LAMR Lamar Advertising Co 4 - $124.33 $25,516,000 224,260 8.56% -39,065,000 -306,223 0.26    Marketing Services
   (CDW)1 Year Chart         CDW Cdw Corp 5 - $182.84 $24,889,000 155,305 8.35% -41,733,000 -227,493 0.109    Catalog & Mail Order ...
   (FLUT)1 Year Chart         FLUT Flutter Entertainment plc 6 - $282.33 $23,578,000 106,422 7.91% -27,708,000 -92,013 0.06    N/A
   (KMX)1 Year Chart         KMX CarMax Inc 7 - $71.57 $21,210,000 272,203 7.11% -24,525,000 -287,181 0.152    Auto Dealerships
   (BELFB)1 Year Chart         BELFB Bel Fuse, Inc. 8 New $98.83 $18,415,000 245,999 6.17% 18,415,000 245,999 2.409    Diversified Electronics
   (PGR)1 Year Chart         PGR Progressive Corp 9 - $257.80 $12,261,000 43,323 4.11% -66,629,000 -285,920 0.007    Property & Casualty I...
   (WHD)1 Year Chart         WHD Cactus Inc 10 - $45.26 $10,863,000 237,030 3.64% -14,930,000 -204,934 0.291    N/A
   (SVV)1 Year Chart         SVV Savers Value Village, Inc. 11 - $10.88 $7,441,000 1,078,437 2.5% -13,612,000 -975,493 0.611    N/A
   (HEI.A)1 Year Chart         HEI.A Heico Corp Class A 12 - $249.18 $458,000 2,171 0.15% -375,000 -2,306 0.003    Aerospace/Defense Pro...
   (BELFA)1 Year Chart         BELFA Bel Fuse Inc Cl A 13 New $89.54 $288,000 4,001 0.1% 288,000 4,001 0.187    Communication Equipment
   (LBRDK)1 Year Chart         LBRDK Liberty Broadband Corporation 14 Closed $99.29 $0 0 0% -12,536,000 -167,681 0    N/A

      14 Records Found
  1    
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