13F filing recap · Q3 2024
What did Makaira Partners buy in Q3 2024?
Reported stock-position changes between this filing and the previous one.
Stock value
$777.68M
Positions
12
Estimated turnover
16.2%
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.
Quarter in review
Makaira Partners opened a new position in Flutter Entertainment during the quarter. The firm trimmed Progressive and Lamar Advertising, while making smaller reductions across a range of holdings including Charter Communications, CDW, Bath & Body Works, Domino’s Pizza, CarMax, Liberty Broadband, Cactus, and Heico. It also added slightly to Savers Value Village.