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MAKAIRA PARTNERS LLC

AUM: $860.48 M

13-F Portfolio Value: $328.74 M

Last 13-F Filed: Q2 2025

Concentration in top 10: 97.5%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
BBWI	BATH AND BODY WORKS ORD	16.76%	1,839,039	$55,097,608	200,000	12.2%	$29.96	13F
WHD	CACTUS CL A ORD	4.75%	357,030	$15,609,352	120,000	50.63%	$43.72	13F