Makaira Partners as of Dec. 31, 2022
Portfolio Holdings for Makaira Partners
Makaira Partners holds 11 positions in its portfolio as reported in the December 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Activision Blizzard | 17.9 | $123M | 1.6M | 76.55 | |
Liberty Broadband Srs C Ord Com Ser C (LBRDK) | 16.7 | $115M | 1.5M | 76.27 | |
Bath & Body Works In (BBWI) | 14.6 | $101M | 2.4M | 42.14 | |
Progressive Corporation (PGR) | 13.0 | $90M | 693k | 129.71 | |
Cdw (CDW) | 12.3 | $85M | 474k | 178.58 | |
CarMax (KMX) | 8.4 | $58M | 951k | 60.89 | |
Lamar Advertising Cl A Reit Cl A (LAMR) | 7.0 | $48M | 509k | 94.40 | |
Zebra Technologies Cl A Ord Cl A (ZBRA) | 6.0 | $41M | 161k | 256.41 | |
Domino's Pizza (DPZ) | 1.8 | $12M | 36k | 346.40 | |
First Republic Bank/san F (FRCB) | 1.3 | $9.1M | 75k | 121.89 | |
Heico Cl A Ord Cl A (HEI.A) | 0.9 | $6.4M | 53k | 119.85 |