MAKAIRA PARTNERS LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BBWI | 1.37M | $35.29M |
 | SVV | 780K | $10.34M |
 | WHD | 263K | $10.40M |
 | LAMR | 170K | $20.81M |
 | CHTR | 164K | $45.12M |
 | CDW | 100K | $15.93M |
 | BELFB | 100K | $14.10M |
 | FLUT | 81K | $20.68M |
 | LMB | 52K | $5.07M |
 | DPZ | 37K | $15.97M |
 | BELFA | 4K | $465.52K |
 | HEI-A | 2K | $551.63K |
Bath & Body Works, Inc.
BBWI
Shares Held
1.37M
Value
$35.29M
Savers Value Village, Inc.
SVV
Shares Held
780K
Value
$10.34M
Cactus, Inc.
WHD
Shares Held
263K
Value
$10.40M
Lamar Advertising Company
LAMR
Shares Held
170K
Value
$20.81M
Charter Communications, Inc.
CHTR
Shares Held
164K
Value
$45.12M
CDW Corporation
CDW
Shares Held
100K
Value
$15.93M
Bel Fuse Inc.
BELFB
Shares Held
100K
Value
$14.10M
Flutter Entertainment plc
FLUT
Shares Held
81K
Value
$20.68M
Limbach Holdings, Inc.
LMB
Shares Held
52K
Value
$5.07M
Domino's Pizza, Inc.
DPZ
Shares Held
37K
Value
$15.97M
Bel Fuse Inc.
BELFA
Shares Held
4K
Value
$465.52K
HEICO Corporation
HEI-A
Shares Held
2K
Value
$551.63K