Investor Details
| Filer Name: | MAKAIRA PARTNERS LLC |
|---|---|
| CIK: | 1540866 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-14 |
| Number of Holdings: | 12 |
| Portfolio Value: | $0.59B |
Makaira Partners Llc Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| CHTR | US | CHARTER COMMUNICATIONS INC-A | 373,191 | $128M | 21.81% | 4.0% | - |
| BBWI | US | BATH & BODY WORKS INC | 2,262,506 | $88M | 14.96% | -1.7% | - |
| PGR | US | PROGRESSIVE CORP | 329,243 | $79M | 13.45% | -45.5% | - |
| CDW | US | CDW CORP/DE | 382,798 | $67M | 11.36% | -0.5% | - |
| LAMR | US | LAMAR ADVERTISING CO-A | 530,483 | $65M | 11.01% | -26.2% | - |
| FLUT | US | FLUTTER ENTERTAINMENT PLC-DI | 198,435 | $51M | 8.74% | -0.4% | - |
| KMX | US | CARMAX INC | 559,384 | $46M | 7.80% | -17.0% | - |
| WHD | US | CACTUS INC - A | 441,964 | $26M | 4.40% | -8.1% | - |
| SVV | US | SAVERS VALUE VILLAGE INC | 2,053,930 | $21M | 3.59% | -10.3% | - |
| LBRDK | US | LIBERTY BROADBAND-C | 1,244,270 | $13M | 2.14% | 219.6% | - |
| DPZ | US | DOMINO'S PIZZA INC | 138,439 | $4M | 0.61% | -13.0% | - |
| HEI/A | US | HEICO CORP-CLASS A | 4,477 | $1M | 0.14% | - | - |