Portfolio (Quarterly)
Guide ↗
Makaira Partners
· CIK 0001540866| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | CHTR | CHARTER COMMUNICATIONS INC N | Communication Services | 164,000 | $34.2M | 26.77% | SOLD |
| 2 | DPZ | DOMINOS PIZZA INC | Consumer Cyclical | 37,000 | $15.4M | 12.06% | SOLD |
| 3 | LAMR | LAMAR ADVERTISING CO NEW | Real Estate | 120,000 | $15.2M | 11.88% | SOLD |
| 4 | BBWI | BATH & BODY WORKS INC | Consumer Cyclical | 734,355 | $14.7M | 11.53% | SOLD |
| 5 | CDW | CDW CORP | Technology | 100,000 | $13.6M | 10.65% | SOLD |
| 6 | BELFB | BEL FUSE INC | Technology | 55,000 | $9.3M | 7.29% | SOLD |
| 7 | — | FLUTTER ENTMT PLC | — | 41,422 | $8.9M | 6.96% | SOLD |
| 8 | LMB | LIMBACH HLDGS INC | Industrials | 102,239 | $8.0M | 6.22% | SOLD |
| 9 | WHD | CACTUS INC | Energy | 141,286 | $6.5M | 5.05% | SOLD |
| 10 | SVV | SAVERS VALUE VLG INC | Consumer Cyclical | 159,110 | $1.5M | 1.16% | SOLD |
| 11 | — | HEICO CORP NEW | — | 2,171 | $548K | 0.43% | SOLD |