Makaira Partners’s Domino's DPZ Stock Holding History

Makaira Partners’s Portfolio DPZ Stock Details DPZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-37,000	Closed	-$15.4M	–	5
2025 Q4	$15.4M	Hold	37,000	–	–	12.06%	2
2025 Q3	$16M	Sell	37,000 -27,964	-43%	-$12.7M	8.2%	5
2025 Q2	$29.3M	Hold	64,964	–	–	8.9%	4
2025 Q1	$29.8M	Sell	64,964 -73,475	-53%	-$33.2M	10.01%	3
2024 Q4	$58.1M	Sell	138,439 -20,690	-13%	-$9.04M	9.06%	6
2024 Q3	$68.4M	Sell	159,129 -8,200	-5%	-$3.56M	8.8%	6
2024 Q2	$86.4M	Sell	167,329 -3,662	-2%	-$1.87M	11.21%	6
2024 Q1	$85M	Buy	170,991 +11,261	+7%	+$4.89M	10.25%	7
2023 Q4	$65.8M	Hold	159,730	–	–	8.68%	7
2023 Q3	$60.5M	Buy	159,730 +3,260	+2%	+$1.25M	7.89%	8
2023 Q2	$52.7M	Buy	156,470 +2,750	+2%	+$868K	7.14%	8
2023 Q1	$50.7M	Buy	153,720 +117,920	+329%	+$39.2M	6.62%	9
2022 Q4	$12.4M	Buy	35,800 +11,800	+49%	+$4.13M	1.8%	9
2022 Q3	$7.45M	Buy	+24,000	New	+$9.11M	1.23%	9

Other funds holding DPZ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Makaira Partners's DPZ Position: Q1 2026 in Review

Makaira Partners sold out of Domino's (DPZ) in Q1 2026, closing a stake of 37,000 shares — an estimated $15.4M sold.

Makaira Partners first reported a position in DPZ in Q3 2022 and held it in 14 quarters. The position peaked at $86.4M in Q2 2024. 793 funds tracked by Wall St. Rank hold DPZ as of Q1 2026.

Makaira Partners reported no remaining Domino's position as of Q1 2026 after selling out during the quarter.
Makaira Partners sold 37,000 Domino's shares in Q1 2026, an estimated $15.4M.
Makaira Partners first reported a position in Domino's in Q3 2022 and held it in 14 quarters.
Makaira Partners's Domino's position peaked at $86.4M in Q2 2024.
793 funds tracked by Wall St. Rank held Domino's as of Q1 2026.

Based on Makaira Partners's 13F filing for Q1 2026.