Institutional
Makaira Partners LLC
CIK 0001540866
$0
Reported AUM
0
Positions
Q1 2026
Period
2026-05-15
Filed
The Brief · Makaira Partners LLC · Q1 2026
AI · grounded in 13F
Makaira Partners LLC closed its position in Charter Communications Inc N CHTR, reducing its exposure by $34.2M. The fund also exited positions in Dominos Pizza Inc DPZ and Lamar Advertising Co New LAMR, totaling reductions of $15.4M and $15.2M respectively. In total, the fund reduced 11 positions during the period.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Ticker | Issuer | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|
| 1 | CHTR | CHARTER COMMUNICATIONS INC N | — | — | -164,000 | EXITED |
| 2 | DPZ | DOMINOS PIZZA INC | — | — | -37,000 | EXITED |
| 3 | LAMR | LAMAR ADVERTISING CO NEW | — | — | -120,000 | EXITED |
| 4 | BBWI | BATH & BODY WORKS INC | — | — | -734,355 | EXITED |
| 5 | CDW | CDW CORP | — | — | -100,000 | EXITED |
| 6 | BELFB | BEL FUSE INC | — | — | -55,000 | EXITED |
| 7 | FLUT | FLUTTER ENTMT PLC | — | — | -41,422 | EXITED |
| 8 | LMB | LIMBACH HLDGS INC | — | — | -102,239 | EXITED |
| 9 | WHD | CACTUS INC | — | — | -141,286 | EXITED |
| 10 | SVV | SAVERS VALUE VLG INC | — | — | -159,110 | EXITED |
| 11 | HEI/A | HEICO CORP NEW | — | — | -2,171 | EXITED |
Source: SEC EDGAR · accession 0001540866-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.