Makaira Partners LLC Buys CDK Global Inc, IAA Inc, CarMax Inc, Sells Wesco Aircraft Holdings Inc, Fox Corp

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May 16, 2020
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La Jolla, CA, based Investment company Makaira Partners LLC (Current Portfolio) buys CDK Global Inc, IAA Inc, CarMax Inc, Heico Corp, Cactus Inc, sells Wesco Aircraft Holdings Inc, Fox Corp during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Makaira Partners LLC. As of 2020Q1, Makaira Partners LLC owns 12 stocks with a total value of $355 million. These are the details of the buys and sells.

For the details of Makaira Partners LLC's stock buys and sells, go to https://www.gurufocus.com/guru/makaira+partners+llc/current-portfolio/portfolio

These are the top 5 holdings of Makaira Partners LLC
  1. Liberty Broadband Corp (LBRDK) - 678,568 shares, 21.14% of the total portfolio.
  2. Zebra Technologies Corp (ZBRA) - 340,759 shares, 17.60% of the total portfolio.
  3. GCI Liberty Inc (GLIBA) - 941,658 shares, 15.09% of the total portfolio. Shares added by 16.37%
  4. CDW Corp (CDW) - 385,310 shares, 10.11% of the total portfolio.
  5. Qurate Retail Inc (QRTEA) - 5,748,475 shares, 9.87% of the total portfolio. Shares added by 15.00%
New Purchase: CDK Global Inc (CDK)

Makaira Partners LLC initiated holding in CDK Global Inc. The purchase prices were between $30.61 and $56.64, with an estimated average price of $48.08. The stock is now traded at around $36.33. The impact to a portfolio due to this purchase was 5.11%. The holding were 552,435 shares as of .

New Purchase: IAA Inc (IAA)

Makaira Partners LLC initiated holding in IAA Inc. The purchase prices were between $25.3 and $50.84, with an estimated average price of $43.46. The stock is now traded at around $35.73. The impact to a portfolio due to this purchase was 3.95%. The holding were 469,116 shares as of .

New Purchase: Heico Corp (HEI.A)

Makaira Partners LLC initiated holding in Heico Corp. The purchase prices were between $55.74 and $104.1, with an estimated average price of $89.69. The stock is now traded at around $69.26. The impact to a portfolio due to this purchase was 0.61%. The holding were 34,191 shares as of .

New Purchase: Cactus Inc (WHD)

Makaira Partners LLC initiated holding in Cactus Inc. The purchase prices were between $8.41 and $35.14, with an estimated average price of $25.45. The stock is now traded at around $16.41. The impact to a portfolio due to this purchase was 0.49%. The holding were 150,000 shares as of .

New Purchase: Heico Corp (HEI)

Makaira Partners LLC initiated holding in Heico Corp. The purchase prices were between $61.66 and $129.76, with an estimated average price of $109.9. The stock is now traded at around $83.18. The impact to a portfolio due to this purchase was 0.31%. The holding were 15,000 shares as of .

Added: CarMax Inc (KMX)

Makaira Partners LLC added to a holding in CarMax Inc by 56.27%. The purchase prices were between $44.27 and $101.9, with an estimated average price of $85.04. The stock is now traded at around $75.80. The impact to a portfolio due to this purchase was 3.18%. The holding were 583,169 shares as of .

Sold Out: Wesco Aircraft Holdings Inc (WAIR)

Makaira Partners LLC sold out a holding in Wesco Aircraft Holdings Inc. The sale prices were between $11.02 and $11.06, with an estimated average price of $11.04.

Sold Out: Fox Corp (FOXA)

Makaira Partners LLC sold out a holding in Fox Corp. The sale prices were between $20.2 and $39.34, with an estimated average price of $33.14.



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