MAKAIRA PARTNERS LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BBWI | 734K | $14.75M |
 | CHTR | 164K | $34.23M |
 | SVV | 159K | $1.49M |
 | WHD | 141K | $6.45M |
 | LAMR | 120K | $15.19M |
 | LMB | 102K | $7.96M |
 | CDW | 100K | $13.62M |
 | BELFB | 55K | $9.33M |
 | FLUT | 41K | $8.91M |
 | DPZ | 37K | $15.42M |
 | HEI-A | 2K | $548.03K |
Bath & Body Works, Inc.
BBWI
Shares Held
734K
Value
$14.75M
Charter Communications, Inc.
CHTR
Shares Held
164K
Value
$34.23M
Savers Value Village, Inc.
SVV
Shares Held
159K
Value
$1.49M
Cactus, Inc.
WHD
Shares Held
141K
Value
$6.45M
Lamar Advertising Company
LAMR
Shares Held
120K
Value
$15.19M
Limbach Holdings, Inc.
LMB
Shares Held
102K
Value
$7.96M
CDW Corporation
CDW
Shares Held
100K
Value
$13.62M
Bel Fuse Inc.
BELFB
Shares Held
55K
Value
$9.33M
Flutter Entertainment plc
FLUT
Shares Held
41K
Value
$8.91M
Domino's Pizza, Inc.
DPZ
Shares Held
37K
Value
$15.42M
HEICO Corporation
HEI-A
Shares Held
2K
Value
$548.03K