Vault-13

Makaira Partners LLC

LA JOLLA, CA · CIK 1540866 · 13F filing filed 2026-05-15

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$0 reported value -100.0% vs Q4 2025
1positions
—in top 10
1 new 0 added 0 reduced 11 sold out vs Q4 2025

Holdings, Q1 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 N/A 0 0 0 $0— — NewShares held: Q2 2025 0, Q3 2025 0, Q4 2025 0, Q1 2026 0

Sold out since Q4 2025

SecurityTickerShares held beforeValue then
CHARTER COMMUNICATIONS INC N CHTR CHTR 164,000 $34.2m164.0k shares
DOMINOS PIZZA INC DPZ DPZ 37,000 $15.4m37.0k shares
LAMAR ADVERTISING CO NEW LAMR LAMR 120,000 $15.2m120.0k shares
BATH & BODY WORKS INC BBWI BBWI 734,355 $14.7m734.4k shares
CDW CORP CDW CDW 100,000 $13.6m100.0k shares
BEL FUSE INC BELFB BELFB 55,000 $9.3m55.0k shares
FLUTTER ENTMT PLC FLUT FLUT 41,422 $8.9m41.4k shares
LIMBACH HLDGS INC LMB LMB 102,239 $8.0m102.2k shares
CACTUS INC WHD WHD 141,286 $6.5m141.3k shares
SAVERS VALUE VLG INC SVV SVV 159,110 $1.5m159.1k shares
HEICO CORP NEW HEI.A HEI.A 2,171 $548.0k2.2k shares