13F filing recap · Q4 2011
What did Makaira Partners buy in Q4 2011?
Reported stock-position changes between this filing and the previous one.
Stock value
$94.44M
Positions
8
Estimated turnover
—
Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.
New positions
WUThe Western Union Company$19.88Mreported value+1.09M sharesQRTEALiberty Ventures Series A$16.28Mreported value+1.00M sharesLOWLowe’s Companies, Inc.$12.51Mreported value+492.9K sharesIRMIron Mountain Inc$12.00Mreported value+389.5K sharesTWCTime Warner Cable Inc$11.40Mreported value+179.3K sharesCXWCorecivic, Inc.$10.47Mreported value+514.0K sharesCVACovanta Holding Corp$6.87Mreported value+501.6K sharesCPLACapella Education Co$5.04Mreported value+139.7K shares