Makaira Partners LLC holdings history

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48 is the total number of securities Makaira Partners LLC has owned. The longest Makaira Partners LLC has owned a single stock is 43 quarters.

Makaira Partners LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
CDW CDW ORD43438.77%13.42%17.98%Q4 2013Q2 202443
ZBRA ZEBRA TECHNOLOGIES COR...32321.24%11.26%19.11%Q1 2016Q4 202332
WAIR WESCO AIRCRAFT HOLDING...27279.07%15.15%19.64%Q2 2013Q4 201927
LBRDK LIBERTY BROADBAND SRS ...25252.93%18.81%33.57%Q2 2018Q2 202425
KMX CARMAX ORD23235.86%9.66%12.43%Q4 2018Q2 202423
QRTEA LIBERTY INTERACTIVE CORP202011.04%15.87%24.10%Q2 2013Q1 201820
HEIA HEICO CORP NEW-CLASS A18180.07%0.59%1.01%Q1 2020Q2 202418
VMI VALMONT INDUSTRIES INC17172.34%7.80%14.98%Q1 2014Q1 201817
LB L BRANDS INC15155.46%11.82%19.28%Q4 2017Q2 202115
QRTEA QURATE RETAIL INC-SERI...15151.14%10.71%18.17%Q2 2018Q4 202115
IRM IRON MTN INC NEW14146.57%10.05%16.07%Q2 2015Q3 201814
VRSN VERISIGN INC13131.39%9.40%15.85%Q2 2013Q2 201613
CPLA CAPELLA EDUCATION CO13132.27%5.18%8.41%Q2 2013Q2 201613
MMS MAXIMUS INC.13131.12%1.63%3.59%Q4 2014Q4 201713
BATH & BODY WORKS INC12129.31%13.18%17.97%Q3 2021Q2 202412
PGR PROGRESSIVE ORD12121.44%12.96%19.60%Q3 2021Q2 202412
CVA COVANTA HOLDING CORP12125.75%10.25%11.74%Q2 2013Q1 201612
GLIBA GCI LIBERTY INC - CLASS A111110.19%12.12%15.09%Q1 2018Q3 202011
COMM COMMSCOPE HOLDING CO INC11110.53%7.58%12.01%Q2 2016Q4 201811
WHD CACTUS INC - A920.06%0.98%3.42%Q1 2020Q2 202411
LAMR LAMAR ADVERTISING CO-A992.78%8.72%13.98%Q2 2022Q2 20249
ATVI ACTIVISION BLIZZARD ORD889.71%15.79%21.42%Q4 2021Q3 20238
IRM IRON MTN INC883.91%9.70%11.72%Q2 2013Q1 20158
DPZ DOMINOS PIZZA ORD881.23%6.85%11.21%Q3 2022Q2 20248
LVNTA LIBERTY VENTURES SERIES A622.28%2.67%3.13%Q2 2013Q3 20168
CXW CORRECTIONS CORP776.13%7.28%8.74%Q2 2013Q4 20147
CACC CREDIT ACCEPTANCE CORP770.60%1.99%5.55%Q2 2016Q4 20177
CAAP CORPORACION AMER ARPTS SA770.76%1.17%1.40%Q1 2018Q3 20197
CDK CDK GLOBAL INC665.11%7.47%8.42%Q1 2020Q2 20216
TWC TIME WARNER CABLE INC664.07%5.01%9.03%Q2 2013Q3 20146
LVNTA LIBERTY VENTURES551.33%4.30%11.31%Q4 2016Q4 20175
CHUBK COMMERCEHUB INC550.18%0.20%0.25%Q3 2016Q3 20175
CHUBA COMMERCEHUB INC550.09%0.10%0.13%Q3 2016Q3 20175
UBNT UBIQUITY NETWORKS440.78%4.22%6.25%Q1 2015Q4 20154
CHTR CHARTER COMMUNICATIONS...338.29%12.04%14.46%Q4 2023Q2 20243
FOXA FOX CORP - CLASS A331.19%1.26%1.34%Q2 2019Q4 20193
LEXEA LIBERTY EXPEDIA HOLDIN...330.96%1.12%1.28%Q4 2016Q2 20173
CDWC CDW CORP227.10%9.51%11.93%Q2 2013Q3 20132
VICTORIA'S SECRET & CO222.63%3.30%3.97%Q3 2021Q4 20212
LVNTB LIBERTY VENTURES222.73%2.86%2.99%Q4 2014Q1 20152
DORMAN PRODUCTS INC220.04%1.28%2.51%Q4 2014Q1 20152
KEX KIRBY CORPORATION220.59%0.63%0.68%Q3 2015Q4 20152
WU WESTERN UNION CO1110.72%10.72%10.72%Q2 2013Q2 20131
IAA IAA INC113.95%3.95%3.95%Q1 2020Q1 20201
SAVERS VALUE VILLAGE ORD113.56%3.56%3.56%Q2 2024Q2 20241
DORM DORMAN PRODUCTS INC112.12%2.12%2.12%Q2 2015Q2 20151
FRC FIRST REPUBLIC BANK ORD111.33%1.33%1.33%Q4 2022Q4 20221
HEI HEICO CORP110.32%0.32%0.32%Q1 2020Q1 20201
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The securities at the top of the list , including CDW ORD, ZEBRA TECHNOLOGIES CORP-CL A, and WESCO AIRCRAFT HOLDINGS INC, are the highest-conviction holdings of Makaira Partners LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Makaira Partners LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Makaira Partners LLC owns currently or has owned in the past.