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
| Ticker | % Portfolio | Value |
|---|---|---|
| LUMNXXXX | 16.03% | $919,296,000 |
| GEXXXX |
7.36% |
| $422,191,000 |
| CNX | 6.80% | $389,737,000 |
| MAT | 6.74% | $386,509,000 |
| FDX | 6.45% | $369,861,000 |
| GHC | 5.39% | $308,958,000 |
| CMCSA | 5.00% | $286,981,000 |
| SUM | 4.96% | $284,615,000 |
| PK | 4.66% | $267,024,000 |
| LAZXXXX | 4.41% | $252,599,000 |
| UTX | 4.19% | $240,126,000 |
| GOOG | 3.88% | $222,503,000 |
| GLIBA | 3.38% | $193,869,000 |
| PCH | 2.84% | $162,647,000 |
| DDS | 2.35% | $134,758,000 |
| EPACXXXX | 2.26% | $129,446,000 |
| AMG | 2.21% | $126,858,000 |
| BIDU | 2.00% | $114,821,000 |
| HOUS | 1.93% | $110,734,000 |
| VSAT | 1.83% | $104,708,000 |
| FWONAXXXX | 1.62% | $92,760,000 |
| WYNN | 1.55% | $88,624,000 |
| CNH | 1.19% | $67,959,000 |
| FWONKXXXX | 0.71% | $40,595,000 |
| KODK | 0.23% | $13,094,000 |
| VNTRF | 0.05% | $2,806,000 |
| TV | 0.00% | $190,000 |
| Ticker | Last Value | Last Weight |
|---|---|---|
SOLDAGN | $215,734,000 | 3.54% |