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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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  3. Makaira Partners
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Makaira Partners

Share
  • 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

Holdings

Sorted by value · 2025Q3
12 positions
1
C
CHTRCHARTER COMMUNICATIONS INC N
Communication Services·Telecom Services
23.17%
of portfolio
Number of shares
164,000 sh
Holdings current value
$45.12M
Avg closing price
$292.66
-17.4%
Last action
Trimmed 18.1%
2025Q3
Current $241.78
2
B
BBWIBATH & BODY WORKS INC
Consumer Cyclical·Specialty Retail
18.12%
of portfolio
Number of shares
1,370,000 sh
Holdings current value
$35.29M
Avg closing price
$47.84
-57.1%
Last action
Trimmed 31.7%
2025Q4
Current $20.50
3
L
LAMRLAMAR ADVERTISING CO NEWREIT
Real Estate·REIT - Specialty
10.69%
of portfolio
Number of shares
170,000 sh
Holdings current value
$20.81M
Avg closing price
$119.41
+11.6%
Last action
Trimmed 22.7%
2025Q4
Current $133.23
4
G
G3643J108FLUTTER ENTMT PLC
10.62%
of portfolio
Number of shares
81,422 sh
Holdings current value
$20.68M
Avg closing price
$237.28
Last action
Trimmed 32.9%
2025Q4
Current —
5
D
DPZDOMINOS PIZZA INC
Consumer Cyclical·Restaurants
8.20%
of portfolio
Number of shares
37,000 sh
Holdings current value
$15.97M
Avg closing price
$496.88
-25.1%
Last action
Trimmed 43.0%
2025Q3
Current $372.39
6
C
CDWCDW CORP
Technology·Information Technology Services
8.18%
of portfolio
Number of shares
100,000 sh
Holdings current value
$15.93M
Avg closing price
$255.78
-46.6%
Last action
Trimmed 35.6%
2025Q3
Current $136.47
7
B
BELFBBEL FUSE INC
Technology·Electronic Components
7.24%
of portfolio
Number of shares
100,000 sh
Holdings current value
$14.10M
Avg closing price
$74.86
+258.4%
Last action
Trimmed 31.0%
2025Q4
Current $268.31
8
W
WHDCACTUS INC
Energy·Oil & Gas Equipment & Services
5.34%
of portfolio
Number of shares
263,409 sh
Holdings current value
$10.40M
Avg closing price
$49.36
+12.2%
Last action
Trimmed 31.7%
2025Q4
Current $55.37
9
S
SVVSAVERS VALUE VLG INC
Consumer Cyclical·Specialty Retail
5.31%
of portfolio
Number of shares
780,000 sh
Holdings current value
$10.34M
Avg closing price
$12.20
-30.5%
Last action
Trimmed 44.3%
2025Q4
Current $8.48
10
L
LMBLIMBACH HLDGS INC
Industrials·Building Products & Equipment
2.61%
of portfolio
Number of shares
52,239 sh
Holdings current value
$5.07M
Avg closing price
$109.66
-9.0%
Last action
Added 2233.1%
2025Q4
Current $99.77
11
H
HEI/AHEICO CORP NEW
0.28%
of portfolio
Number of shares
2,171 sh
Holdings current value
$551.6K
Avg closing price
$153.94
Last action
Trimmed 51.5%
2025Q1
Current —
12
B
BELFABEL FUSE INC
Technology·Electronic Components
0.24%
of portfolio
Number of shares
4,001 sh
Holdings current value
$465.5K
Avg closing price
$72.06
+241.1%
Last action
Exited
2025Q4
Current $245.81

Portfolio heatmap

Box size = % of portfolio · color = return since filing
CHTR
23.17% · -12.1%
BBWI
18.12% · -20.4%
LAMR
10.69% · +8.8%
FLUTTER ENTMT PLC
10.62%
DPZ
8.20% · -13.7%
CDW
8.18% · -14.3%
BELFB
7.24% · +90.3%
WHD
5.34% · +40.3%
SVV
5.31% · -36.0%
LMB
2.61% · +2.7%
HEI/A
0.28%
BELFA
0.24% · +111.3%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Consumer Cyclical3 pos$61.6M35.5%
  • Communication Services1 pos$45.1M26.0%
  • Technology3 pos$30.5M17.6%
  • Real Estate1 pos$20.8M12.0%
  • Energy1 pos$10.4M6.0%
  • Industrials1 pos$5.1M2.9%
(10.9% unclassified, excluded from %)