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MAKAIRA PARTNERS LLC

AUM: $860.48 M

13-F Portfolio Value: $194.73 M

Last 13-F Filed: Q3 2025

Concentration in top 10: 99.48%

Stock	Company	% Portfolio	Shares Held	Market Value	% Change	Quarter End Price	Source
LMB	LIMBACH HOLDINGS ORD	2.61%	52,239	$5,073,452	No Change	$97.12	13F
HEIA	HEICO CL A ORD	0.28%	2,171	$551,629	No Change	$254.09	13F
BELFA	BEL FUSE CL A ORD	0.24%	4,001	$465,516	No Change	$116.35	13F