Portfolio Value Over Time
Current Holdings for Makaira Partners
|
Stock
Click to search
|
Shares | Value | % of Portfolio | Change | Est. Return |
|---|---|---|---|---|---|
|
CHTR|CHARTER COMMUNICATIONS INC N
|
164.0K | $34.2M | — | -44.05% | |
|
DPZ|DOMINOS PIZZA INC
|
37.0K | $15.4M | — | +14.56% | |
|
LAMR|LAMAR ADVERTISING CO NEW
|
120.0K | $15.2M | TRIM -29.4% | +34.97% | |
|
BBWI|BATH & BODY WORKS INC
|
734.4K | $14.7M | TRIM -46.4% | -53.63% | |
|
CDW|CDW CORP
|
100.0K | $13.6M | — | — | |
|
BELFB|BEL FUSE INC
|
55.0K | $9.3M | TRIM -45.0% | +148.07% | |
|
FLUT|FLUTTER ENTMT PLC
|
41.4K | $8.9M | TRIM -49.1% | -12.56% | |
|
LMB|LIMBACH HLDGS INC
|
102.2K | $8.0M | ADD +95.7% | -29.32% | |
|
WHD|CACTUS INC
|
141.3K | $6.5M | TRIM -46.4% | +14.63% | |
|
SVV|SAVERS VALUE VLG INC
|
159.1K | $1.5M | TRIM -79.6% | -22.76% | |
|
HEI-A|HEICO CORP NEW
|
2.2K | $548.0K | — | +134.00% |
Trading Activity for Makaira Partners
|
Stock
Click to search
|
Action | Change | Shares After | Value | Est. Return |
|---|---|---|---|---|---|
| 2025-Q4 | |||||
|
BBWI|BATH & BODY WORKS INC
|
SELL | -46.40% | 734.4K | $15M | -54.8% |
|
LAMR|LAMAR ADVERTISING CO NEW
|
SELL | -29.41% | 120.0K | $15M | +31.8% |
|
FLUT|FLUTTER ENTMT PLC
|
SELL | -49.13% | 41.4K | $9M | +7.2% |
|
BELFB|BEL FUSE INC
|
SELL | -45.00% | 55.0K | $9M | +90.8% |
|
WHD|CACTUS INC
|
SELL | -46.36% | 141.3K | $6M | -11.9% |
|
SVV|SAVERS VALUE VLG INC
|
SELL | -79.60% | 159.1K | $1M | -31.6% |
|
LMB|LIMBACH HLDGS INC
|
BUY | +95.71% | 102.2K | $8M | — |
|
BELFA|BEL FUSE CL A ORD
|
SELL | EXIT | — | — | +63.2% |
| 2025-Q3 | |||||
|
CHTR|CHARTER COMMUNICATIONS CL A ORD
|
SELL | -18.07% | 164.0K | $45M | -22.2% |
|
BBWI|BATH AND BODY WORKS ORD
|
SELL | -25.50% | 1.4M | $35M | -39.3% |
|
FLUT|FLUTTER ENTERTAINMENT ORD
|
SELL | -23.49% | 81.4K | $21M | +41.6% |
|
DPZ|DOMINOS PIZZA ORD
|
SELL | -43.05% | 37.0K | $16M | +28.1% |
|
CDW|CDW ORD
|
SELL | -35.61% | 100.0K | $16M | — |
|
LAMR|LAMAR ADVERTISING CL A REIT
|
SELL | -24.20% | 170.0K | $21M | +29.7% |
|
BELFB|BEL FUSE CL B ORD
|
SELL | -59.35% | 100.0K | $14M | +63.1% |
|
KMX|CARMAX ORD
|
SELL | EXIT | — | — | -23.1% |
|
WHD|CACTUS CL A ORD
|
SELL | -26.22% | 263.4K | $10M | -14.0% |
|
SVV|SAVERS VALUE VILLAGE ORD
|
SELL | -27.67% | 780.0K | $10M | -16.7% |
| 2025-Q2 | |||||
|
BBWI|BATH AND BODY WORKS ORD
|
BUY | +12.20% | 1.8M | $55M | — |
|
WHD|CACTUS CL A ORD
|
BUY | +50.63% | 357.0K | $16M | — |
|
PGR|PROGRESSIVE ORD
|
SELL | EXIT | — | — | +154.6% |
|
LMB|LIMBACH HOLDINGS ORD
|
BUY | NEW | 52.2K | $7M | — |
| 2025-Q1 | |||||
|
CHTR|CHARTER COMMUNICATIONS CL A ORD
|
SELL | -46.36% | 200.2K | $74M | +3.4% |
|
BBWI|BATH AND BODY WORKS ORD
|
SELL | -27.56% | 1.6M | $50M | -27.0% |
|
PGR|PROGRESSIVE ORD
|
SELL | -86.84% | 43.3K | $12M | +141.4% |
|
CDW|CDW ORD
|
SELL | -59.43% | 155.3K | $25M | — |
|
LAMR|LAMAR ADVERTISING CL A REIT
|
SELL | -57.73% | 224.3K | $26M | +27.6% |
|
DPZ|DOMINOS PIZZA ORD
|
SELL | -53.07% | 65.0K | $30M | +28.8% |
|
FLUT|FLUTTER ENTERTAINMENT ORD
|
SELL | -46.37% | 106.4K | $24M | +27.0% |
|
KMX|CARMAX ORD
|
SELL | -51.34% | 272.2K | $21M | +4.0% |
|
WHD|CACTUS CL A ORD
|
SELL | -46.37% | 237.0K | $11M | +19.1% |
|
SVV|SAVERS VALUE VILLAGE ORD
|
SELL | -47.49% | 1.1M | $7M | -26.8% |
|
BELFB|BEL FUSE CL B ORD
|
BUY | NEW | 246.0K | $18M | — |
|
LBRDA|LIBERTY BROADBAND SRS C ORD
|
SELL | EXIT | — | — | -17.1% |
|
HEI-A|HEICO CL A ORD
|
SELL | -51.51% | 2.2K | $458016 | — |
|
BELFA|BEL FUSE CL A ORD
|
BUY | NEW | 4.0K | $288312 | — |
| 2024-Q4 | |||||
|
PGR|PROGRESSIVE ORD
|
SELL | -45.45% | 329.2K | $79M | +131.2% |
|
CHTR|CHARTER COMMUNICATIONS CL A ORD
|
BUY | +4.05% | 373.2K | $128M | — |
|
LAMR|LAMAR ADVERTISING CL A REIT
|
SELL | -26.21% | 530.5K | $65M | +37.0% |
|
BBWI|BATH AND BODY WORKS ORD
|
SELL | -1.75% | 2.3M | $88M | -37.0% |
|
CDW|CDW ORD
|
SELL | -0.46% | 382.8K | $67M | — |
|
DPZ|DOMINOS PIZZA ORD
|
SELL | -13.00% | 138.4K | $58M | +21.7% |
|
KMX|CARMAX ORD
|
SELL | -17.02% | 559.4K | $46M | -1.4% |
|
FLUT|FLUTTER ENTERTAINMENT ORD
|
SELL | -0.44% | 198.4K | $51M | +24.5% |
|
LBRDA|LIBERTY BROADBAND SRS C ORD
|
SELL | -56.93% | 167.7K | $13M | -16.7% |
|
WHD|CACTUS CL A ORD
|
SELL | -8.11% | 442.0K | $26M | +26.2% |
|
SVV|SAVERS VALUE VILLAGE ORD
|
SELL | -10.31% | 2.1M | $21M | -26.6% |
| 2024-Q3 | |||||
|
PGR|PROGRESSIVE ORD
|
SELL | -17.02% | 603.6K | $153M | +115.4% |
|
CHTR|CHARTER COMMUNICATIONS CL A ORD
|
SELL | -3.78% | 358.7K | $116M | -1.3% |
|
LAMR|LAMAR ADVERTISING CL A REIT
|
SELL | -20.24% | 718.9K | $96M | +24.8% |
|
BBWI|BATH AND BODY WORKS ORD
|
SELL | -4.90% | 2.3M | $74M | -33.8% |
|
CDW|CDW ORD
|
SELL | -4.91% | 384.6K | $87M | — |
|
DPZ|DOMINOS PIZZA ORD
|
SELL | -4.90% | 159.1K | $68M | +20.6% |
|
KMX|CARMAX ORD
|
SELL | -4.41% | 674.1K | $52M | +2.2% |
|
FLUT|FLUTTER ENTERTAINMENT ORD
|
BUY | NEW | 199.3K | $47M | — |
|
LBRDA|LIBERTY BROADBAND SRS C ORD
|
SELL | -6.85% | 389.3K | $30M | -37.6% |
|
WHD|CACTUS CL A ORD
|
SELL | -3.72% | 481.0K | $29M | +17.8% |
|
SVV|SAVERS VALUE VILLAGE ORD
|
BUY | +2.23% | 2.3M | $24M | — |
|
HEI-A|HEICO CL A ORD
|
SELL | -3.55% | 4.5K | $912234 | — |
| 2024-Q2 | |||||
|
PGR|PROGRESSIVE ORD
|
SELL | -2.14% | 727.4K | $151M | +92.3% |
|
BBWI|BATH AND BODY WORKS ORD
|
SELL | -2.14% | 2.4M | $95M | -8.4% |
|
CDW|CDW ORD
|
SELL | -8.82% | 404.4K | $91M | — |
|
CHTR|CHARTER COMMUNICATIONS CL A ORD
|
SELL | -2.14% | 372.8K | $111M | -20.5% |
|
LAMR|LAMAR ADVERTISING CL A REIT
|
SELL | -2.14% | 901.4K | $108M | +21.6% |
|
KMX|CARMAX ORD
|
SELL | -39.87% | 705.2K | $52M | -9.8% |
|
DPZ|DOMINOS PIZZA ORD
|
SELL | -2.14% | 167.3K | $86M | +45.1% |
|
SVV|SAVERS VALUE VILLAGE ORD
|
BUY | NEW | 2.2M | $27M | — |
|
WHD|CACTUS CL A ORD
|
BUY | +399.58% | 499.6K | $26M | — |
|
LBRDA|LIBERTY BROADBAND SRS C ORD
|
SELL | -1.41% | 417.9K | $23M | -46.5% |
|
HEI-A|HEICO CL A ORD
|
SELL | -0.68% | 4.6K | $824048 | — |
| 2024-Q1 | |||||
|
PGR|PROGRESSIVE ORD
|
SELL | -6.86% | 743.3K | $154M | +72.6% |
|
CDW|CDW ORD
|
SELL | -18.71% | 443.5K | $113M | — |
|
BBWI|BATH AND BODY WORKS ORD
|
SELL | -8.29% | 2.5M | $124M | -10.6% |
|
CHTR|CHARTER COMMUNICATIONS CL A ORD
|
BUY | +135.23% | 380.9K | $111M | — |
|
LAMR|LAMAR ADVERTISING CL A REIT
|
BUY | +7.04% | 921.1K | $110M | — |
|
KMX|CARMAX ORD
|
BUY | +7.05% | 1.2M | $102M | — |
|
DPZ|DOMINOS PIZZA ORD
|
BUY | +7.05% | 171.0K | $85M | — |
|
LBRDA|LIBERTY BROADBAND SRS C ORD
|
SELL | -54.69% | 423.9K | $24M | -37.4% |
|
ZBRA|ZEBRA TECHNOLOGIES CL A ORD
|
SELL | EXIT | — | — | — |
|
WHD|CACTUS CL A ORD
|
BUY | NEW | 100.0K | $5M | — |
|
HEI-A|HEICO CL A ORD
|
BUY | +10.05% | 4.7K | $719516 | — |
| 2023-Q4 | |||||
|
LBRDA|LIBERTY BROADBAND SRS C ORD
|
SELL | -46.13% | 935.7K | $75M | -14.0% |
|
BBWI|BATH AND BODY WORKS ORD
|
BUY | +8.01% | 2.7M | $116M | — |
|
LAMR|LAMAR ADVERTISING CL A REIT
|
BUY | +13.72% | 860.5K | $91M | — |
|
ATVIEUR|ACTIVISION BLIZZARD ORD
|
SELL | EXIT | — | — | — |
|
CHTR|CHARTER COMMUNICATIONS CL A ORD
|
BUY | NEW | 161.9K | $63M | — |
| 2023-Q3 | |||||
|
LBRDA|LIBERTY BROADBAND SRS C ORD
|
BUY | +2.08% | 1.7M | $159M | — |
|
PGR|PROGRESSIVE ORD
|
BUY | +2.08% | 798.1K | $111M | — |
|
CDW|CDW ORD
|
BUY | +2.08% | 545.6K | $110M | — |
|
ATVIEUR|ACTIVISION BLIZZARD ORD
|
SELL | -15.51% | 976.6K | $91M | — |
|
BBWI|BATH AND BODY WORKS ORD
|
SELL | -0.64% | 2.5M | $84M | -29.0% |
|
KMX|CARMAX ORD
|
BUY | +2.08% | 1.1M | $77M | — |
|
LAMR|LAMAR ADVERTISING CL A REIT
|
BUY | +31.70% | 756.7K | $63M | — |
|
DPZ|DOMINOS PIZZA ORD
|
BUY | +2.08% | 159.7K | $61M | — |
|
ZBRA|ZEBRA TECHNOLOGIES CL A ORD
|
BUY | +2.20% | 40.4K | $10M | — |
| 2023-Q2 | |||||
|
LBRDA|LIBERTY BROADBAND SRS C ORD
|
BUY | +1.79% | 1.7M | $136M | — |
|
PGR|PROGRESSIVE ORD
|
BUY | +1.80% | 781.8K | $103M | — |
|
CDW|CDW ORD
|
BUY | +1.80% | 534.4K | $98M | — |
|
ATVIEUR|ACTIVISION BLIZZARD ORD
|
BUY | +1.80% | 1.2M | $97M | — |
|
BBWI|BATH AND BODY WORKS ORD
|
BUY | +4.59% | 2.5M | $92M | — |
|
KMX|CARMAX ORD
|
BUY | +1.80% | 1.1M | $90M | — |
|
LAMR|LAMAR ADVERTISING CL A REIT
|
BUY | +1.80% | 574.6K | $57M | — |
|
ZBRA|ZEBRA TECHNOLOGIES CL A ORD
|
SELL | -77.84% | 39.5K | $12M | — |
|
DPZ|DOMINOS PIZZA ORD
|
BUY | +1.79% | 156.5K | $53M | — |
|
HEI-A|HEICO CL A ORD
|
BUY | +1.19% | 4.2K | $597128 | — |
| 2023-Q1 | |||||
|
LBRDA|LIBERTY BROADBAND SRS C ORD
|
BUY | +10.87% | 1.7M | $137M | — |
|
ATVIEUR|ACTIVISION BLIZZARD ORD
|
SELL | -29.43% | 1.1M | $97M | — |
|
PGR|PROGRESSIVE ORD
|
BUY | +10.86% | 768.0K | $110M | — |
|
CDW|CDW ORD
|
BUY | +10.86% | 525.0K | $102M | — |
|
BBWI|BATH AND BODY WORKS ORD
|
BUY | +0.42% | 2.4M | $88M | — |
|
KMX|CARMAX ORD
|
BUY | +10.86% | 1.1M | $68M | — |
|
ZBRA|ZEBRA TECHNOLOGIES CL A ORD
|
BUY | +10.89% | 178.3K | $57M | — |
|
LAMR|LAMAR ADVERTISING CL A REIT
|
BUY | +10.86% | 564.4K | $56M | — |
|
DPZ|DOMINOS PIZZA ORD
|
BUY | +329.39% | 153.7K | $51M | — |
|
FRCB|FIRST REPUBLIC BANK ORD
|
SELL | EXIT | — | — | +2.9% |
|
HEI-A|HEICO CL A ORD
|
SELL | -92.15% | 4.2K | $570372 | — |
| 2022-Q4 | |||||
|
ATVIEUR|ACTIVISION BLIZZARD ORD
|
BUY | +2.74% | 1.6M | $123M | — |
|
LBRDA|LIBERTY BROADBAND SRS C ORD
|
BUY | +2.65% | 1.5M | $115M | — |
|
BBWI|BATH AND BODY WORKS ORD
|
BUY | +2.77% | 2.4M | $101M | — |
|
PGR|PROGRESSIVE ORD
|
BUY | +2.70% | 692.7K | $90M | — |
|
CDW|CDW ORD
|
BUY | +2.50% | 473.5K | $85M | — |
|
KMX|CARMAX ORD
|
BUY | +2.67% | 950.9K | $58M | — |
|
LAMR|LAMAR ADVERTISING CL A REIT
|
BUY | +13.09% | 509.1K | $48M | — |
|
ZBRA|ZEBRA TECHNOLOGIES CL A ORD
|
BUY | +2.42% | 160.8K | $41M | — |
|
DPZ|DOMINOS PIZZA ORD
|
BUY | +49.17% | 35.8K | $12M | — |
|
FRCB|FIRST REPUBLIC BANK ORD
|
BUY | NEW | 75.0K | $9M | — |
|
HEI-A|HEICO CL A ORD
|
BUY | +0.66% | 53.4K | $6M | — |
| 2022-Q3 | |||||
|
ATVIEUR|ACTIVISION BLIZZARD INC
|
BUY | +36.19% | 1.6M | $116M | — |
|
LBRDA|LIBERTY BROADBAND SRS C ORD
|
BUY | +52.26% | 1.5M | $108M | — |
|
PGR|PROGRESSIVE ORD
|
BUY | +52.19% | 674.5K | $78M | — |
|
BBWI|BATH AND BODY WORKS ORD
|
BUY | +52.07% | 2.3M | $76M | — |
|
CDW|CDW ORD
|
BUY | +52.48% | 462.0K | $72M | — |
|
KMX|CARMAX ORD
|
BUY | +52.24% | 926.2K | $61M | — |
|
ZBRA|ZEBRA TECHNOLOGIES CL A ORD
|
BUY | +52.61% | 157.0K | $41M | — |
|
LAMR|LAMAR ADVERTISING CL A REIT
|
BUY | +221.57% | 450.2K | $37M | — |
|
DPZ|DOMINOS PIZZA ORD
|
BUY | NEW | 24.0K | $7M | — |
|
HEI-A|HEICO CL A ORD
|
BUY | +55.27% | 53.1K | $6M | — |
| 2022-Q2 | |||||
|
ATVIEUR|ACTIVISION BLIZZARD INC
|
SELL | -11.54% | 1.1M | $90M | — |
|
BBWI|BATH & BODY WORKS INC
|
BUY | +31.85% | 1.5M | $41M | — |
|
KMX|CARMAX INC
|
BUY | +32.72% | 608.4K | $55M | — |
|
LAMR|LAMAR ADVERTISING CO-A
|
BUY | NEW | 140.0K | $12M | — |
|
WHD|CACTUS INC - A
|
SELL | EXIT | — | — | +76.5% |
| 2022-Q1 | |||||
|
ATVIEUR|ACTIVISION BLIZZARD INC
|
BUY | +62.50% | 1.3M | $104M | — |
|
VSCO|VICTORIA'S SECRET & CO
|
SELL | EXIT | — | — | -10.6% |
|
QVCAUSD|QURATE RETAIL INC-SERIES A
|
SELL | EXIT | — | — | — |
|
WHD|CACTUS INC - A
|
SELL | -96.30% | 5.0K | $284000 | +69.3% |
| 2021-Q4 | |||||
|
LBRDA|LIBERTY BROADBAND-C
|
BUY | +4.89% | 964.6K | $155M | — |
|
BBWI|BATH & BODY WORKS INC
|
SELL | -13.87% | 1.2M | $81M | +12.5% |
|
CDW|CDW CORP/DE
|
BUY | +4.84% | 303.0K | $62M | — |
|
ZBRA|ZEBRA TECHNOLOGIES CORP-CL A
|
SELL | -4.63% | 102.9K | $61M | — |
|
KMX|CARMAX INC
|
BUY | +4.80% | 458.4K | $60M | — |
|
ATVIEUR|ACTIVISION BLIZZARD INC
|
BUY | NEW | 800.0K | $53M | — |
|
PGR|PROGRESSIVE CORP
|
BUY | +486.25% | 443.2K | $45M | — |
|
QVCAUSD|QURATE RETAIL INC-SERIES A
|
SELL | -72.34% | 824.4K | $6M | — |
|
VSCO|VICTORIA'S SECRET & CO
|
SELL | -23.55% | 259.7K | $14M | -16.4% |
| 2021-Q3 | |||||
|
LBEUR|L BRANDS INC
|
SELL | EXIT | — | — | — |
|
BBWI|BATH & BODY WORKS INC
|
BUY | NEW | 1.3M | $85M | — |
|
CDK|CDK GLOBAL INC
|
SELL | EXIT | — | — | — |
|
VSCO|VICTORIA'S SECRET AND CO
|
BUY | NEW | 339.7K | $19M | — |
|
PGR|PROGRESSIVE CORP
|
BUY | NEW | 75.6K | $7M | — |
| 2021-Q2 | |||||
|
QVCAUSD|QURATE RETAIL INC - SERIES A
|
SELL | -26.04% | 3.0M | $39M | — |
| 2021-Q1 | |||||
|
LBEUR|L BRANDS INC
|
SELL | -27.05% | 1.3M | $83M | — |
|
QVCAUSD|QURATE RETAIL INC - SERIES A
|
SELL | -19.88% | 4.0M | $47M | — |
| 2020-Q4 | |||||
|
LBRDA|LIBERTY BROADBAND-C
|
BUY | +50.57% | 919.6K | $146M | — |
|
GLIBAEUR|GCI LIBERTY INC - CLASS A
|
SELL | EXIT | — | — | — |
|
CDK|CDK GLOBAL INC
|
BUY | +7.63% | 705.0K | $37M | — |
| 2020-Q2 | |||||
|
LBRDA|LIBERTY BROADBAND - C
|
SELL | -10.00% | 610.7K | $76M | +57.3% |
|
ZBRA|ZEBRA TECHNOLOGIES CORP - CL A
|
SELL | -68.34% | 107.9K | $28M | — |
|
GLIBAEUR|GCI LIBERTY INC - CLASS A
|
SELL | -43.45% | 532.5K | $38M | — |
|
QVCAUSD|QURATE RETAIL INC - SERIES A
|
SELL | -12.50% | 5.0M | $48M | — |
|
KMX|CARMAX INC
|
SELL | -25.00% | 437.4K | $39M | +8.2% |
|
CDW|CDW CORP/DE
|
SELL | -25.00% | 289.0K | $34M | — |
|
LBEUR|L BRANDS INC
|
SELL | -12.50% | 1.8M | $28M | — |
|
CDK|CDK GLOBAL INC
|
BUY | +18.56% | 655.0K | $27M | — |
|
IAA-WUSD|IAA INC
|
SELL | EXIT | — | — | — |
|
WHD|CACTUS INC - A
|
SELL | -10.00% | 135.0K | $3M | -39.5% |
|
HEI|HEICO CORP
|
SELL | EXIT | — | — | -25.3% |
| 2020-Q1 | |||||
|
GLIBAEUR|GCI LIBERTY INC - CLASS A
|
BUY | +16.37% | 941.7K | $54M | — |
|
WAIREUR|WESCO AIRCRAFT HOLDINGS INC
|
SELL | EXIT | — | — | — |
|
QVCAUSD|QURATE RETAIL INC - SERIES A
|
BUY | +15.00% | 5.7M | $35M | — |
|
LBEUR|L BRANDS INC
|
BUY | +10.46% | 2.1M | $24M | — |
|
KMX|CARMAX INC
|
BUY | +56.27% | 583.2K | $31M | — |
|
CDK|CDK GLOBAL INC
|
BUY | NEW | 552.4K | $18M | — |
|
IAA-WUSD|IAA INC
|
BUY | NEW | 469.1K | $14M | — |
|
FOXA|FOX CORP - CLASS A
|
SELL | EXIT | — | — | -0.7% |
|
HEI-A|HEICO CORP - CLASS A
|
BUY | NEW | 34.2K | $2M | — |
|
WHD|CACTUS INC - A
|
BUY | NEW | 150.0K | $2M | — |
|
HEI|HEICO CORP
|
BUY | NEW | 15.0K | $1M | — |
| 2019-Q4 | |||||
|
CDW|CDW CORP/DE
|
SELL | -58.00% | 385.3K | $55M | — |
|
LBRDA|LIBERTY BROADBAND-C
|
SELL | -30.93% | 678.6K | $85M | +49.6% |
|
ZBRA|ZEBRA TECHNOLOGIES CORP-CL A
|
SELL | -30.85% | 340.8K | $87M | — |
|
WAIREUR|WESCO AIRCRAFT HOLDINGS INC
|
SELL | -28.11% | 5.0M | $55M | — |
|
GLIBAEUR|GCI LIBERTY INC - CLASS A
|
SELL | -30.71% | 809.2K | $57M | — |
|
LBEUR|L BRANDS INC
|
SELL | -30.72% | 1.9M | $35M | — |
|
QVCAUSD|QURATE RETAIL INC-SERIES A
|
BUY | +5.90% | 5.0M | $42M | — |
|
KMX|CARMAX INC
|
SELL | -30.16% | 373.2K | $33M | +44.0% |
|
FOXA|FOX CORP - CLASS A
|
SELL | -30.74% | 164.5K | $6M | -5.4% |
|
CAAP|CORP AMERICA AIRPORTS SA
|
SELL | EXIT | — | — | -68.1% |
| 2019-Q3 | |||||
|
WAIREUR|WESCO AIRCRAFT HOLDINGS INC
|
SELL | -35.68% | 7.0M | $77M | — |
|
LBEUR|L BRANDS INC
|
BUY | +3.76% | 2.8M | $54M | — |
| 2019-Q2 | |||||
|
ZBRA|ZEBRA TECHNOLOGIES CORP-CL A
|
SELL | -28.54% | 492.8K | $103M | — |
|
CDW|CDW CORP/DE
|
SELL | -28.52% | 917.3K | $102M | — |
|
LBRDA|LIBERTY BROADBAND-C
|
SELL | -21.25% | 982.5K | $102M | +26.6% |
|
QVCAUSD|QURATE RETAIL INC
|
SELL | -32.67% | 4.7M | $58M | — |
|
GLIBAEUR|GCI LIBERTY INC - CLASS A
|
SELL | -37.55% | 1.2M | $72M | — |
|
LBEUR|L BRANDS INC
|
SELL | -27.07% | 2.7M | $69M | — |
|
KMX|CARMAX INC
|
SELL | -25.66% | 534.3K | $46M | +17.8% |
|
CAAP|CORP AMERICA AIRPORTS SA
|
SELL | -27.76% | 1.0M | $8M | -41.3% |
|
FOXA|FOX CORP - CLASS A
|
BUY | NEW | 237.5K | $9M | — |
| 2019-Q1 | |||||
|
ZBRA|ZEBRA TECHNOLOGIES CORP
|
SELL | -2.06% | 689.5K | $144M | — |
|
QVCAUSD|QURATE RETAIL INC
|
SELL | -2.12% | 7.0M | $112M | — |
|
CDW|CDW CORP
|
SELL | -2.06% | 1.3M | $124M | — |
|
LBRDA|LIBERTY BROADBAND CORP
|
SELL | -2.30% | 1.2M | $114M | +13.1% |
|
GLIBAEUR|GCI LIBERTY INC
|
SELL | -1.80% | 1.9M | $104M | — |
|
LBEUR|L BRANDS INC
|
SELL | -2.13% | 3.6M | $101M | — |
|
KMX|CARMAX INC
|
SELL | -2.21% | 718.8K | $50M | -7.6% |
|
CAAP|CORPORACION AMER ARPTS SA
|
SELL | -1.05% | 1.5M | $12M | -41.2% |
|
VISN|COMMSCOPE HOLDING CO INC
|
SELL | EXIT | — | — | — |
| 2018-Q4 | |||||
|
QVCAUSD|QURATE RETAIL INC
|
BUY | +6.04% | 7.2M | $140M | — |
|
GLIBAEUR|GCI LIBERTY INC
|
SELL | -28.67% | 1.9M | $78M | — |
|
ZBRA|ZEBRA TECHNOLOGIES CORP
|
SELL | -6.50% | 704.1K | $112M | — |
|
CDW|CDW CORP
|
SELL | -6.57% | 1.3M | $106M | — |
|
LBEUR|L BRANDS INC
|
SELL | -0.98% | 3.7M | $96M | — |
|
LBRDA|LIBERTY BROADBAND CORP
|
BUY | +111.42% | 1.3M | $92M | — |
|
IRM|IRON MTN INC
|
SELL | EXIT | — | — | — |
|
VISN|COMMSCOPE HOLDING CO INC
|
SELL | -86.35% | 248.7K | $4M | — |
|
KMX|CARMAX INC
|
BUY | NEW | 735.0K | $46M | — |
|
CAAP|CORPORACION AMER ARPTS SA
|
BUY | +10.56% | 1.5M | $10M | — |
| 2018-Q3 | |||||
|
QVCAUSD|QURATE RETAIL INC
|
BUY | +4.11% | 6.8M | $150M | — |
|
GLIBAEUR|GCI LIBERTY INC
|
BUY | +14.58% | 2.7M | $136M | — |
|
LBEUR|L BRANDS INC
|
BUY | +11.89% | 3.8M | $114M | — |
|
CAAP|CORPORACION AMER ARPTS SA
|
BUY | +23.23% | 1.3M | $11M | — |
| 2018-Q2 | |||||
|
LINTA|LIBERTY INTERACTIVE CORP
|
SELL | EXIT | — | — | — |
|
ZBRA|ZEBRA TECHNOLOGIES CORP
|
SELL | -23.91% | 753.0K | $108M | — |
|
QVCAUSD|QURATE RETAIL INC
|
BUY | NEW | 6.5M | $138M | — |
|
LBEUR|L BRANDS INC
|
BUY | +33.32% | 3.4M | $124M | — |
|
CDW|CDW CORP
|
SELL | -17.70% | 1.4M | $113M | — |
|
GLIBAEUR|GCI LIBERTY INC
|
BUY | +21.48% | 2.3M | $105M | — |
|
IRM|IRON MTN INC
|
BUY | +0.74% | 1.8M | $64M | — |
|
VISN|COMMSCOPE HOLDING CO INC
|
BUY | +32.97% | 1.8M | $53M | — |
|
LBRDA|LIBERTY BROADBAND CORP
|
BUY | NEW | 604.0K | $46M | — |
|
VMI|VALMONT INDUSTRIES INC
|
SELL | EXIT | — | — | — |
|
CAAP|CORPORACION AMER ARPTS SA
|
BUY | +10.81% | 1.1M | $9M | — |
| 2018-Q1 | |||||
|
LINTA|LIBERTY INTERACTIVE CORP
|
BUY | +0.26% | 6.3M | $160M | — |
|
CDW|CDW CORP
|
SELL | -14.66% | 1.7M | $120M | — |
|
ZBRA|ZEBRA TECHNOLOGIES CORP
|
SELL | -22.45% | 989.6K | $138M | — |
|
WAIREUR|WESCO AIRCRAFT HLDGS INC
|
BUY | +6.33% | 10.8M | $111M | — |
|
GLIBAEUR|GCI LIBERTY INC
|
BUY | NEW | 1.9M | $101M | — |
|
LBEUR|L BRANDS INC
|
BUY | +235.49% | 2.5M | $96M | — |
|
LINTA|LIBERTY INTERACTIVE CORP
|
SELL | EXIT | — | — | — |
|
IRM|IRON MTN INC
|
BUY | +1.44% | 1.8M | $60M | — |
|
VISN|COMMSCOPE HOLDING CO INC
|
SELL | -0.08% | 1.4M | $55M | — |
|
VMI|VALMONT INDUSTRIES INC
|
SELL | -43.07% | 179.7K | $26M | — |
|
CAAP|CORPORACION AMER ARPTS SA
|
BUY | NEW | 971.4K | $12M | — |
|
MMS|MAXIMUS INC
|
SELL | EXIT | — | — | — |
|
CACC|CREDIT ACCEP CORP MICH
|
SELL | EXIT | — | — | — |
Closed Positions for Makaira Partners
|
Stock
Click to search
|
Held Period | Cost Basis | Sale Proceeds | Realized Gain | Return | CAGR |
|---|---|---|---|---|---|---|
|
BELFA|BEL FUSE CL A ORD
|
2025-Q1 → 2025-Q4 (0.7y) | $329.8K | $538.5K | $+208.6K | +63.2% | +92.7% |
|
KMX|CARMAX ORD
|
2018-Q4 → 2025-Q3 (6.7y) | $131.1M | $125.8M | $-5.3M | -4.0% | -0.6% |
|
PGR|PROGRESSIVE ORD
|
2021-Q3 → 2025-Q2 (3.7y) | $86.8M | $198.7M | $+111.9M | +128.9% | +24.8% |
|
LBRDA|LIBERTY BROADBAND SRS C ORD
|
2018-Q2 → 2025-Q1 (6.7y) | $218.1M | $191.2M | $-27.0M | -12.4% | -1.9% |
|
FRCB|FIRST REPUBLIC BANK ORD
|
2022-Q4 → 2023-Q1 (0.2y) | $9.0M | $9.3M | $+258.0K | +2.9% | +2.9% |
|
WHD|CACTUS INC - A
|
2020-Q1 → 2022-Q2 (2.2y) | $4.3M | $6.9M | $+2.5M | +58.7% | +22.9% |
|
VSCO|VICTORIA'S SECRET & CO
|
2021-Q3 → 2022-Q1 (0.5y) | $21.0M | $18.5M | $-2.5M | -11.9% | -22.5% |
|
HEI|HEICO CORP
|
2020-Q1 → 2020-Q2 (0.2y) | $1.8M | $1.4M | $-458.3K | -25.3% | -25.3% |
|
FOXA|FOX CORP - CLASS A
|
2019-Q2 → 2020-Q1 (0.7y) | $8.8M | $8.6M | $-186.5K | -2.1% | -2.8% |
|
CAAP|CORP AMERICA AIRPORTS SA
|
2018-Q1 → 2019-Q4 (1.7y) | $19.5M | $7.7M | $-11.8M | -60.4% | -41.2% |