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Size ($ in 1000's)
At 12/31/2023: $758,941
At 09/30/2023: $766,977
Makaira Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Makaira Partners LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Makaira Partners LLC top holdings by largest position size, as per the latest 13f filing made by Makaira Partners LLC.
In the Makaira Partners LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Makaira Partners LLC in that top holding, then the share count change between reporting periods, and finally the Makaira Partners LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| PROGRESSIVE ORD |
798,063 |
UNCH |
$127,115 | | PGR | 798,063 | UNCH | $127,115 | | CDW ORD |
545,575 |
UNCH |
$124,020 | | CDW | 545,575 | UNCH | $124,020 | | BATH AND BODY WORKS ORD |
2,698,129 |
+200,000 |
$116,451 | | BBWI | 2,698,129 | +200,000 | $116,451 | | LAMAR ADVERTISING CL A REIT |
860,480 |
+103,818 |
$91,452 | | LAMR | 860,480 | +103,818 | $91,452 | | CARMAX ORD |
1,095,488 |
UNCH |
$84,068 | | KMX | 1,095,488 | UNCH | $84,068 | | LIBERTY BROADBAND SRS C ORD |
935,685 |
-801,173 |
$75,407 | | LBRDK | 935,685 | -801,173 | $75,407 | | DOMINOS PIZZA ORD |
159,730 |
UNCH |
$65,845 | | DPZ | 159,730 | UNCH | $65,845 | | CHARTER COMMUNICATIONS CL A ORD |
161,935 |
+161,935 |
$62,941 | | CHTR | 161,935 | +161,935 | $62,941 | | ZEBRA TECHNOLOGIES CL A ORD |
40,381 |
UNCH |
$11,037 | | ZBRA | 40,381 | UNCH | $11,037 |
See Full List: All Stocks Held By Makaira Partners LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
See Details: Top 10 Stocks Held By Makaira Partners LLC
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