MP

Makaira Partners LLC

13F
Makaira Partners LLC
Last update 2024-08-15 11 Stocks (1 new)
Value $771.00 Mil Turnover 6 %
Countries:
Top Holdings: PGR(19.60%)CHTR(14.45%)LAMR(13.97%)BBWI(12.26%)CDW(11.74%)
Portfolio Report
Summary Stock Picks Current Portfolio
Makaira Partners LLC Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
PGR 		Progressive Corp
727,431
151094.690
-2.14%
19.600
-0.40%
0.120
+21.83%
+62.03%
150280.589
Insurance
CHTR 		Charter Communications Inc
372,769
111443.020
-2.14%
14.450
-0.29%
0.260
+13.10%
-16.82%
46148.226
Telecommunication Services
LAMR 		Lamar Advertising Co
901,371
107740.880
-2.14%
13.970
-0.28%
0.880
+16.25%
+31.90%
13870.055
REITs
BBWI 		Bath & Body Works Inc
2,421,353
94553.840
-2.14%
12.260
-0.32%
1.080
-27.11%
-29.31%
6588.696
Retail - Cyclical
CDW 		CDW Corp
404,398
90520.450
-8.82%
11.740
-1.21%
0.300
-2.89%
-0.55%
29960.997
Software
DPZ 		Domino's Pizza Inc
167,329
86396.980
-2.14%
11.210
-0.22%
0.480
-19.74%
+4.50%
14917.454
Restaurants
KMX 		CarMax Inc
705,214
51720.400
-39.87%
6.710
-4.92%
0.450
+4.54%
-0.31%
11940.040
Vehicles & Parts
SVV 		Savers Value Village Inc
2,240,000
27417.600
New Holding
3.560
+3.56%
1.390
-7.06%
-39.41%
1692.220
Retail - Cyclical
WHD 		Cactus Inc
499,581
26347.900
+399.58%
3.420
+2.74%
0.750
+22.52%
+39.90%
4225.020
Oil & Gas
LBRDK 		Liberty Broadband Corp
417,935
22911.200
-1.41%
2.970
-0.04%
0.290
+47.47%
-4.59%
10979.583
Telecommunication Services

Makaira Partners LLC's Historical Top Holdings Breakdowns

Makaira Partners LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
KMX 		CarMax Inc2024-06-30Reduce
-4.92%
â—Ź
67.21 ($72.06) 85.94
$76.50
6.16%
Reduce -39.87%
705,214
-467,541
SVV 		Savers Value Village Inc2024-06-30New Buy
+3.56%
â—Ź
10.77 ($14.93) 19.49
$10.53
-29.47%
New holding
2,240,000
2,240,000
WHD 		Cactus Inc2024-06-30Add
+2.74%
â—Ź
46.82 ($50.92) 54.12
$63.06
23.84%
Add 399.58%
499,581
399,581
CDW 		CDW Corp2024-06-30Reduce
-1.21%
â—Ź
214.61 ($231.92) 255.76
$224.30
-3.29%
Reduce -8.82%
404,398
-39,106
PGR 		Progressive Corp2024-06-30Reduce
-0.40%
â—Ź
202.26 ($209.31) 215.9
$256.54
22.56%
Reduce -2.14%
727,431
-15,884
BBWI 		Bath & Body Works Inc2024-06-30Reduce
-0.32%
â—Ź
39.03 ($45.9) 51.94
$30.07
-34.49%
Reduce -2.14%
2,421,353
-52,999
CHTR 		Charter Communications Inc2024-06-30Reduce
-0.29%
â—Ź
254.61 ($272.92) 298.96
$323.30
18.46%
Reduce -2.14%
372,769
-8,153
LAMR 		Lamar Advertising Co2024-06-30Reduce
-0.28%
â—Ź
110.64 ($116.37) 121.82
$135.58
16.51%
Reduce -2.14%
901,371
-19,721
DPZ 		Domino's Pizza Inc2024-06-30Reduce
-0.22%
â—Ź
471.28 ($509.78) 533.64
$426.54
-16.33%
Reduce -2.14%
167,329
-3,662
LBRDK 		Liberty Broadband Corp2024-06-30Reduce
-0.04%
â—Ź
48.19 ($51.63) 55.75
$76.89
48.93%
Reduce -1.41%
417,935
-5,979

Makaira Partners LLC Total Holding History ($B)

To

Makaira Partners LLC's Asset Allocation

To

Makaira Partners LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Makaira Partners LLC's Hypothetical Growth since 2024-06-30

Makaira Partners LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Makaira Partners LLC's Holdings Heat Map

Size field:

Makaira Partners LLC's Holdings Bubble Chart

Makaira Partners LLC News

  • 1

Discussions on Makaira Partners LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2024 GuruFocus.com, LLC. All Rights Reserved.