Manager
Tom Bancroft
SEC filing name: Makaira Partners LLC
All 13F filings
This quarter’s activity
2026 Q1 vs 2025 Q4 · filed 5/15/2026
| Action | Issuer | Δ Shares | Δ Port % |
|---|---|---|---|
| Exit | CHARTER COMMUNICATIONS INC N | -164,000 | -26.77 pp |
| Exit | DOMINOS PIZZA INC | -37,000 | -12.06 pp |
| Exit | LAMAR ADVERTISING CO NEW | -120,000 | -11.88 pp |
| Exit | BATH & BODY WORKS INC | -734,355 | -11.53 pp |
| Exit | CDW CORP | -100,000 | -10.65 pp |
| Exit | BEL FUSE INC | -55,000 | -7.29 pp |
| Exit | FLUTTER ENTMT PLC | -41,422 | -6.96 pp |
| Exit | LIMBACH HLDGS INC | -102,239 | -6.22 pp |
| Exit | CACTUS INC | -141,286 | -5.05 pp |
| Exit | SAVERS VALUE VLG INC | -159,110 | -1.16 pp |
| Exit | HEICO CORP NEW | -2,171 | -0.43 pp |
| Filing ID | Report period | Holdings | Value ($000) | Form type | Date filed | Name |
|---|---|---|---|---|---|---|
| 000154086626000002 | Q1 2026 | 1 | 0 | 13F-HR | 5/15/2026 | Makaira Partners LLC |
| 000142050626000298 | Q4 2025 | 11 | 127,897,188 | 13F-HR | 2/11/2026 | Makaira Partners LLC |
| 000154086625000008 | Q3 2025 | 12 | 194,726,628 | 13F-HR | 11/17/2025 | Makaira Partners LLC |
| 000154086625000007 | Q2 2025 | 13 | 328,737,613 | 13F-HR | 8/14/2025 | Makaira Partners LLC |
| 000154086625000005 | Q1 2025 | 13 | 298,229,363 | 13F-HR | 5/14/2025 | Makaira Partners LLC |
| 000154086625000003 | Q4 2024 | 12 | 641,075,747 | RESTATEMENT | 2/26/2025 | Makaira Partners LLC |
| 000154086625000002 | Q4 2024 | 12 | 586,537,169 | 13F-HR | 2/14/2025 | Makaira Partners LLC |
| 000154086624000006 | Q3 2024 | 12 | 777,683,850 | 13F-HR | 11/14/2024 | Makaira Partners LLC |