Makaira Partners LLC is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q4 2025, the fund manages $128M in reported equity holdings across 11 positions. The largest holdings are CHTR (26.8%), DPZ (12.1%), LAMR (11.9%), BBWI (11.5%), CDW (10.6%). The portfolio is concentrated in Other (89.3%), Technology (10.7%). Data sourced from SEC EDGAR 13F filings (CIK 1540866).

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