Stock Taper 
MAKAIRA PARTNERS LLC
Latest 13F filing data - Q4 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Bath & Body Works, Inc. | BBWI | 734.36K | $14.75M |
 Charter Communications, Inc. | CHTR | 164K | $34.23M |
 Savers Value Village, Inc. | SVV | 159.11K | $1.49M |
 Cactus, Inc. | WHD | 141.29K | $6.45M |
 Lamar Advertising Company | LAMR | 120K | $15.19M |
 Limbach Holdings, Inc. | LMB | 102.24K | $7.96M |
 CDW Corporation | CDW | 100K | $13.62M |
 Bel Fuse Inc. | BELFB | 55K | $9.33M |
 Flutter Entertainment plc | FLUT | 41.42K | $8.91M |
 Domino's Pizza, Inc. | DPZ | 37K | $15.42M |
 HEICO Corporation | HEI-A | 2.17K | $548.03K |