Makaira Partners, LLC 13F holdings and portfolio analysis
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Baseline
Analysis messagesPre-generated Q&A about this fund. Use as reference context for your own analysis.
Concentration is the first item to inspect: top 5 77.73%, top 10 100.00%, top 20 100.00%. The largest names are CHTR (Charter Communications, Inc.) 28.55%, DPZ (Domino's Pizza, Inc.) 12.86%, LAMR (Lamar Advertising Company) 12.67%, BBWI (Bath & Body Works, Inc.) 12.29%, and CDW 11.36%, and the largest sector exposures are Consumer Discretionary 33.81%, Communication Services 28.55%, and Information Technology 19.13%. If those exposures reverse, baseline performance can diverge sharply from a broad index.
The strongest recent period was 2023-03-31 (11.58% strategy return, 7.90% benchmark, 3.67% excess, 20.77% turnover), while the weakest was 2025-12-31 (-18.32% strategy return, 9.57% benchmark, -27.89% excess, 19.58% turnover). Those periods should be read alongside baseline metrics of return 2.99%, alpha -7.73%, beta 0.90, Sharpe 0.24, Sortino 0.32, and max drawdown -53.68% to judge whether returns came from persistent exposure or a narrow timing window.
The baseline is a direct read-through of the disclosed fund portfolio. It is led by CHTR (Charter Communications, Inc.) 28.55%, DPZ (Domino's Pizza, Inc.) 12.86%, and LAMR (Lamar Advertising Company) 12.67%, with sector exposure of Consumer Discretionary 33.81%, Communication Services 28.55%, and Information Technology 19.13%. The baseline metrics show return 2.99%, alpha -7.73%, beta 0.90, Sharpe 0.24, Sortino 0.32, and max drawdown -53.68%, so this should be treated as an equity exposure with its own concentration and timing risk rather than a neutral benchmark clone.