Longleaf Partners – Southeastern Asset Management·CIK 807985
27
Positions
$5.7B
Portfolio Value
28
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q3 2019
Portfolio Value Over Time
| NEW |
| 3 | DDS | 2.35% | $134,758,000 | NEW |
| 4 | EPACXXXX | 2.26% | $129,446,000 | NEW |
| 5 | AMG | 2.21% | $126,858,000 | NEW |
| 6 | BIDU | 2.00% | $114,821,000 | NEW |
| 7 | HOUS | 1.93% | $110,734,000 | NEW |
| 8 | VSAT | 1.83% | $104,708,000 | NEW |
| 9 | FWONAXXXX | 1.62% | $92,760,000 | NEW |
| 10 | WYNN | 1.55% | $88,624,000 | NEW |
| 11 | CNH | 1.19% | $67,959,000 | NEW |
| 12 | FWONKXXXX | 0.71% | $40,595,000 | NEW |
| 13 | LUMNXXXX | 16.03% | $919,296,000 | ▲ +1.6% |
| 14 | SUM | 4.96% | $284,615,000 | ▲ +0.9% |
| 15 | PK | 4.66% | $267,024,000 | ▲ +0.8% |
| 16 | CNX | 6.80% | $389,737,000 | ▲ +0.2% |
| 17 | KODK | 0.23% | $13,094,000 | NEW |
| 18 | GHC | 5.39% | $308,958,000 | ▲ +0.1% |
| 19 | CMCSA | 5.00% | $286,981,000 | ▲ +0.2% |
| 20 | LAZXXXX | 4.41% | $252,599,000 | ▲ +0.3% |
| 21 | UTX | 4.19% | $240,126,000 | ▲ +0.3% |
| 22 | GOOG | 3.88% | $222,503,000 | ▲ +0.3% |
| 23 | VNTRF | 0.05% | $2,806,000 | NEW |
| 24 | MAT | 6.74% | $386,509,000 | ▲ +0.4% |
| 25 | TV | 0.00% | $190,000 | NEW |