Makaira Partners LLC - Portfolio overview

Makaira Partners LLC has 12 reported holdings in this dataset, with the latest filing dated 2025-11-17.

Its largest classified asset exposures are stocks.

Its largest classified sector exposures are Consumer Cyclical and Communication Services.

Largest reported holdings by portfolio allocation

  1. CHTR - CHARTER COMMUNICATIONS CL A ORD, 23.17%
  2. BBWI - BATH AND BODY WORKS ORD, 18.12%
  3. LAMR - LAMAR ADVERTISING CL A REIT, 10.69%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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