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| Name: |
MAKAIRA PARTNERS LLC |
| City: |
SAN DIEGO |
| State: |
CA |
| Zip: |
92121 |
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data |
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| Holdings
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11 |
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Menu
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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 |
|
PGR |
Progressive Corp |
1 |
- |
$203.92 |
$153,732,000 |
743,315 |
18.55% |
26,617,000 |
-54,748 |
0.127 |
Property & Casualty I... |
|
|
BBWI |
Bath & Body Works, Inc |
2 |
- |
$43.26 |
$123,767,000 |
2,474,352 |
14.93% |
7,316,000 |
-223,777 |
0.935 |
Apparel Stores |
|
|
CDW |
Cdw Corp |
3 |
- |
$223.19 |
$113,439,000 |
443,504 |
13.69% |
-10,581,000 |
-102,071 |
0.31 |
Catalog & Mail Order ... |
|
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CHTR |
Charter Communications Inc |
4 |
- |
$276.26 |
$110,707,000 |
380,922 |
13.36% |
47,766,000 |
218,987 |
0.191 |
CATV Systems |
|
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LAMR |
Lamar Advertising Co |
5 |
- |
$114.61 |
$109,988,000 |
921,092 |
13.27% |
18,536,000 |
60,612 |
1.066 |
Marketing Services |
|
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KMX |
CarMax Inc |
6 |
- |
$69.91 |
$102,159,000 |
1,172,755 |
12.33% |
18,091,000 |
77,267 |
0.655 |
Auto Dealerships |
|
|
DPZ |
Dominos Pizza Inc |
7 |
- |
$521.41 |
$84,962,000 |
170,991 |
10.25% |
19,117,000 |
11,261 |
0.434 |
Food Wholesale |
|
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LBRDK |
Liberty Broadband Corporation |
8 |
- |
$50.22 |
$24,261,000 |
423,914 |
2.93% |
-51,146,000 |
-511,771 |
0.283 |
N/A |
|
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WHD |
Cactus Inc |
9 |
New |
$49.86 |
$5,009,000 |
100,000 |
0.6% |
5,009,000 |
100,000 |
0.141 |
N/A |
|
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HEI.A |
Heico Corp Class A |
10 |
- |
$177.21 |
$720,000 |
4,674 |
0.09% |
115,000 |
427 |
0.006 |
Aerospace/Defense Pro... |
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ZBRA |
Zebra Technologies Corp |
11 |
Closed |
$297.21 |
$0 |
0 |
0% |
-11,037,000 |
-40,381 |
0 |
Computer Peripherals |
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