Makaira Partners LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$328.7M
Holdings
13
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (13 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CHTRCHARTER COMMUNICATIONS CL A ORD | 200,162 | $81.8M | 24.89% | |
| 2 | BBWIBATH AND BODY WORKS ORD | 1,839,039 | $55.1M | 16.76% | |
| 3 | FLUTFLUTTER ENTERTAINMENT ORD | 106,422 | $30.4M | 9.25% | |
| 4 | DPZDOMINOS PIZZA ORD | 64,964 | $29.3M | 8.90% | |
| 5 | CDWCDW ORD | 155,305 | $27.7M | 8.44% | |
| 6 | LAMRLAMAR ADVERTISING CL A REIT | 224,260 | $27.2M | 8.28% | |
| 7 | BELFBBEL FUSE CL B ORD | 245,999 | $24.0M | 7.31% | |
| 8 | KMXCARMAX ORD | 272,203 | $18.3M | 5.56% | |
| 9 | WHDCACTUS CL A ORD | 357,030 | $15.6M | 4.75% | |
| 10 | SVVSAVERS VALUE VILLAGE ORD | 1,078,437 | $11.0M | 3.35% | |
| 11 | LMBLIMBACH HOLDINGS ORD | 52,239 | $7.3M | 2.23% | |
| 12 | HEIHEICO CL A ORD | 2,171 | $561K | 0.17% | |
| 13 | BELFABEL FUSE CL A ORD | 4,001 | $359K | 0.11% |