Makaira Partners LLC Portfolio Holdings by Sector

Makaira Partners LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Telecom Services \| Communication Services CHTR 1 stocks	$45,118 27.65% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical BBWI 1 stocks	$35,291 21.63% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate LAMR 1 stocks	$20,811 12.76% of portfolio	-	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical DPZ 1 stocks	$15,973 9.79% of portfolio	-	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology CDW 1 stocks	$15,928 9.76% of portfolio	-	1	-	-	0 Calls 0 Puts
Electronic Components \| Technology BELFB BELFA 2 stocks	$14,571 8.93% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy WHD 1 stocks	$10,396 6.37% of portfolio	-	1	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials LMB 1 stocks	$5,062 3.1% of portfolio	-	-	-	-	0 Calls 0 Puts

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