13F filing recap · Q2 2012
What did Makaira Partners buy in Q2 2012?
Reported stock-position changes between this filing and the previous one.
Stock value
$112.88M
Positions
8
Estimated turnover
13.7%
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.
Increased positions
WUThe Western Union Company$23.74Mreported value+309.7K shares+28.2%QRTEALiberty Ventures Series A$21.38Mreported value+185.9K shares+18.3%IRMIron Mountain Inc$13.39Mreported value+20.6K shares+5.4%CVACovanta Holding Corp$9.52Mreported value+49.4K shares+9.8%CPLACapella Education Co$5.34Mreported value+12.9K shares+9.2%