Makaira Partners LLC Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$586.5M
Holdings
12
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (12 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CHTRCHARTER COMMUNICATIONS CL A ORD | 373,191 | $127.9M | 21.81% | |
| 2 | BBWIBATH AND BODY WORKS ORD | 2,262,506 | $87.7M | 14.96% | |
| 3 | PGRPROGRESSIVE ORD | 329,243 | $78.9M | 13.45% | |
| 4 | CDWCDW ORD | 382,798 | $66.6M | 11.36% | |
| 5 | LAMRLAMAR ADVERTISING CL A REIT | 530,483 | $64.6M | 11.01% | |
| 6 | FLUTFLUTTER ENTERTAINMENT ORD | 198,435 | $51.3M | 8.74% | |
| 7 | KMXCARMAX ORD | 559,384 | $45.7M | 7.80% | |
| 8 | WHDCACTUS CL A ORD | 441,964 | $25.8M | 4.40% | |
| 9 | SVVSAVERS VALUE VILLAGE ORD | 2,053,930 | $21.1M | 3.59% | |
| 10 | LBRDKLIBERTY BROADBAND SRS C ORD | 1,244,270 | $12.5M | 2.14% | |
| 11 | DPZDOMINOS PIZZA ORD | 138,439 | $3.6M | 0.61% | |
| 12 | HEIHEICO CL A ORD | 4,477 | $833K | 0.14% |