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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
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  1. Home/
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  3. Makaira Partners
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  • Portfolio11
  • Performance8Q
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  • Activity70
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Makaira Partners

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  • Hedge Fund · CIK 0001540866
  • Concentrated
  • Boutique

Makaira Partners, a hedge fund overseeing $127.9M in disclosed equity holdings (SEC CIK 0001540866). The latest portfolio (2025Q4) discloses 11 positions across 6 sectors, with the largest positions in CHTR, DPZ and LAMR. On a mark-to-market basis the tracked portfolio has declined 25.5% since 2024Q1. OpenStocks tracks 8 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.

Track Makaira's filingsView holdings↓
Portfolio
$127.90M
Positions
11
Quarter
2025Q4
Filings tracked
8
Since filing-25.5%Full performance →
Quarter
2025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q1
Activity composition
2024Q2
  • New positions1 pos$27M26.4%
  • Added to1 pos$21M20.3%
  • Trimmed9 pos$55M53.3%
  • Fully sold—$0
Buys (NEW+ADD)
$48M
Sells (TRIM+SOLD)
$55M
Net flow
-$7M

Quarter activity

What changed in 2024Q2 - net new, added, trimmed, exited.
New positions1 name
  • SVVSAVERS VALUE VLG INC
    +2,240,000
    $27.4M
Added to1 name
  • WHDCACTUS INC
    +399,581
    $21.1M
Trimmed9 names
  • KMXCARMAX INC
    −467,541
    $34.3M
  • CDWCDW CORP
    −39,106
    $8.8M
  • PGRPROGRESSIVE CORP
    −15,884
    $3.3M
  • CHTRCHARTER COMMUNICATIONS INC N
    −8,153
    $2.4M
  • LAMRLAMAR ADVERTISING CO NEW
    −19,721
    $2.4M
  • BBWIBATH & BODY WORKS INC
    −52,999
    $2.1M
  • DPZDOMINOS PIZZA INC
    −3,662
    $1.9M
  • LBRDKLIBERTY BROADBAND CORP
    −5,979
    $328K
  • HEI/AHEICO CORP NEW
    −32
    $6K
Exited0 names
—

Recent transactions

Last 20 moves
TRIM
W
Makaira Partners trimmed WHD
CACTUS INC
−122,123
~$45.68 · 2025Q4
2026-02-11
ADD
L
Makaira Partners added to LMB
LIMBACH HLDGS INC
+50,000
~$77.85 · 2025Q4
2026-02-11
TRIM
G
Makaira Partners trimmed G3643J108
FLUTTER ENTMT PLC
−40,000
~$215.04 · 2025Q4
2026-02-11
TRIM
B
Makaira Partners trimmed BBWI
BATH & BODY WORKS INC
−635,645
~$20.08 · 2025Q4
2026-02-11
TRIM
B
Makaira Partners trimmed BELFB
BEL FUSE INC
−45,000
~$169.63 · 2025Q4
2026-02-11
TRIM
S
Makaira Partners trimmed SVV
SAVERS VALUE VLG INC
−620,890
~$9.34 · 2025Q4
2026-02-11
TRIM
L
Makaira Partners trimmed LAMR
LAMAR ADVERTISING CO NEW
−50,000
~$126.58 · 2025Q4
2026-02-11
SOLD
B
Makaira Partners exited BELFA
BEL FUSE INC
−4,001
~$116.35 · 2025Q4
2026-02-11
TRIM
S
Makaira Partners trimmed SVV
SAVERS VALUE VLG INC
−298,437
~$13.25 · 2025Q3
2025-11-17
TRIM
B
Makaira Partners trimmed BBWI
BATH & BODY WORKS INC
−469,039
~$25.76 · 2025Q3
2025-11-17
SOLD
K
Makaira Partners exited KMX
CARMAX INC
−272,203
~$67.21 · 2025Q3
2025-11-17
TRIM
B
Makaira Partners trimmed BELFB
BEL FUSE INC
−145,999
~$141.02 · 2025Q3
2025-11-17
TRIM
G
Makaira Partners trimmed G3643J108
FLUTTER ENTMT PLC
−25,000
~$254.00 · 2025Q3
2025-11-17
TRIM
C
Makaira Partners trimmed CHTR
CHARTER COMMUNICATIONS INC N
−36,162
~$275.11 · 2025Q3
2025-11-17
TRIM
L
Makaira Partners trimmed LAMR
LAMAR ADVERTISING CO NEW
−54,260
~$122.42 · 2025Q3
2025-11-17
TRIM
C
Makaira Partners trimmed CDW
CDW CORP
−55,305
~$159.28 · 2025Q3
2025-11-17
TRIM
W
Makaira Partners trimmed WHD
CACTUS INC
−93,621
~$39.47 · 2025Q3
2025-11-17
TRIM
D
Makaira Partners trimmed DPZ
DOMINOS PIZZA INC
−27,964
~$431.71 · 2025Q3
2025-11-17
ADD
W
Makaira Partners added to WHD
CACTUS INC
+120,000
~$43.72 · 2025Q2
2025-08-14
ADD
B
Makaira Partners added to BBWI
BATH & BODY WORKS INC
+200,000
~$29.96 · 2025Q2
2025-08-14