Makaira Partners LLC — Q2 2025 13F Holdings

Name: Makaira Partners LLC — 13F Holdings, Q2 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001540866

Total reported value

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	CHTR	Charter Communications Inc-a	Stock-Comm Services	24.89%	-26.77%	EXIT
2	BBWI	Bath & Body Works INC	Stock-Consumer Disc	16.76%	-11.53%	EXIT
3	FLUT	Flutter Entertainment plc	Stock-Consumer Disc	9.25%	-6.96%	EXIT
4	DPZ	Domino's Pizza INC	Stock-Consumer Disc	8.90%	-12.06%	EXIT
5	CDW	Cdw Corp/de	Stock-Tech	8.44%	-10.65%	EXIT
6	LAMR	Lamar Advertising Co-a	Stock-Real Estate	8.28%	-11.88%	EXIT
7	BELFB	Bel Fuse Inc-cl B	Stock-Other	7.31%	-7.29%	EXIT
8	KMX	Carmax INC	Stock-Consumer Disc	5.57%	—	—
9	WHD	Cactus INC - A	Stock-Other	4.75%	-5.05%	EXIT
10	SVV	Savers Value Village INC	Stock-Other	3.35%	-1.16%	EXIT
11	LMB	Limbach Holdings INC	Stock-Other	2.23%	-6.22%	EXIT
12	HEI-A	Heico Corp-class A	Stock-Other	0.17%	-0.43%	EXIT
13	BELFA	Bel Fuse Inc-cl A	Stock-Other	0.11%	—	—

Position changes disclosed by Makaira Partners LLC for the quarter ending Q2 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	LMB	Limbach Holdings INC	+2.2%	NEW	New buy
2	FLUT	Flutter Entertainment plc	+1.3%	—	Unchanged
3	BELFB	Bel Fuse Inc-cl B	+1.1%	—	Unchanged
4	WHD	Cactus INC - A	+1.1%	+50.63%	Add
5	SVV	Savers Value Village INC	+0.9%	—	Unchanged
6	CHTR	Charter Communications Inc-a	+0.2%	—	Unchanged
7	BBWI	Bath & Body Works INC	+0.1%	+12.20%	Add
8	CDW	Cdw Corp/de	+0.1%	—	Unchanged
9	HEI-A	Heico Corp-class A	0%	—	Unchanged
10	BELFA	Bel Fuse Inc-cl A	0%	—	Unchanged
11	LAMR	Lamar Advertising Co-a	-0.3%	—	Unchanged
12	DPZ	Domino's Pizza INC	-1.1%	—	Unchanged
13	KMX	Carmax INC	-1.5%	—	Unchanged
14	PGR	Progressive CORP	-4.1%	EXIT	Sold out