Makaira Partners LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 11, 2026, for the 2025 Q4 period, Makaira Partners LLC held in its portfolio 11 assets valued at $127,897,188 (i.e. $127.90M).

The most valuable assets in the portfolio included: CHARTER COMMUNICATIONS INC N ($34.24M), DOMINOS PIZZA INC ($15.42M), and LAMAR ADVERTISING CO NEW ($15.19M).

The chart below shows the top 10 valuable assets, and the table below shows the top 11 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Makaira Partners LLC Portfolio

CHARTER COMMUNICATIONS INC N

DOMINOS PIZZA INC

LAMAR ADVERTISING CO NEW

BATH & BODY WORKS INC

CDW CORP

BEL FUSE INC

FLUTTER ENTMT PLC

LIMBACH HLDGS INC

CACTUS INC

SAVERS VALUE VLG INC

Makaira Partners LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
CHARTER COMMUNICATIONS INC N	164000	34235000	CL A
DOMINOS PIZZA INC	37000	15422340	COM
LAMAR ADVERTISING CO NEW	120000	15189600	CL A
BATH & BODY WORKS INC	734355	14745848	COM
CDW CORP	100000	13620000	COM
BEL FUSE INC	55000	9329650	CL B
FLUTTER ENTMT PLC	41422	8907387	SHS
LIMBACH HLDGS INC	102239	7959306	COM
CACTUS INC	141286	6453944	CL A
SAVERS VALUE VLG INC	159110	1486087	COM
HEICO CORP NEW	2171	548026	CL A