13F filing recap · Q4 2023

What did Makaira Partners buy in Q4 2023?

Reported stock-position changes between this filing and the previous one.

Stock value

$758.94M

Positions

Estimated turnover

31.3%

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

CHTRCharter Communications, Inc.$62.94Mreported value+161.9K shares

Increased positions

BBWIBath & Body Works, Inc.$116.45Mreported value+200.0K shares+8.0%LAMRLamar Advertising Co/new$91.45Mreported value+103.8K shares+13.7%

Reduced positions

LBRDKLiberty Broadband Corporation$75.41Mreported value-801.2K shares-46.1%

Exited positions

ATVIActivision Blizzard, Inc.$91.44Mprior reported value-976.6K shares-100.0%