Hedge fund
Makaira Partners
Holdings as of Q4 2025
Quarter
Q4-2025
Market value
$127.9M
Positions
11
Concentration
Concentrated
Top holding
27%CHTR
Top 5
73%of book
Top 10
100%of book
Top 5
6 – 10
Top 5
6 – 10
Tail
| Holding | Weightshares held per quarter · hover for change | Q/Q change | Value | |
|---|---|---|---|---|
| 1 | CHARTER COMMUNICATIONS NCHTR | 26.77% | 164.0K shares · $208.75 $34.2M | |
| 2 | DOMINOS PIZZADPZ | 12.06% | 37.0K shares · $416.82 $15.4M | |
| 3 | LAMAR ADVERTISING NEWLAMR | 11.88% | ↘Reduced 29.41% | 120.0K shares · $126.58 $15.2M |
| 4 | BATH BODY WORKSBBWI | 11.53% | ↘Reduced 46.40% | 734.4K shares · $20.08 $14.7M |
| 5 | CDW CORPCDW | 10.65% | 100.0K shares · $136.20 $13.6M | |
| 6 | BEL FUSEBELFB | 7.29% | ↘Reduced 45.00% | 55.0K shares · $169.63 $9.3M |
| 7 | FLUTTER ENTMTFLUT | 6.96% | ↘Reduced 49.13% | 41.4K shares · $215.04 $8.9M |
| 8 | LIMBACH HLDGSLMB | 6.22% | ↗Added 95.71% | 102.2K shares · $77.85 $8.0M |
| 9 | CACTUSWHD | 5.05% | ↘Reduced 46.36% | 141.3K shares · $45.68 $6.5M |
| 10 | SAVERS VALUE VLGSVV | 1.16% | ↘Reduced 79.60% | 159.1K shares · $9.34 $1.5M |
| 11 | HEICO CORP NEWHEI-A | 0.43% | 2.2K shares · $252.43 $548,026 | |
| 11 positions | 100.00% | $127.9M |