Longleaf Partners – Southeastern Asset Management·CIK 807985
29
Positions
$6.0B
Portfolio Value
28
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q4 2019
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| LUMNXXXX | 15.76% | $945,509,000 |
| GEXXXX |
8.09% |
| $485,266,000 |
| CNX | 7.42% | $444,971,000 |
| MAT | 7.40% | $444,175,000 |
| FDX | 6.12% | $367,401,000 |
| LAZXXXX | 5.32% | $319,340,000 |
| PK | 5.00% | $299,928,000 |
| GHC | 4.89% | $293,697,000 |
| CMCSA | 4.57% | $274,006,000 |
| UTX | 4.18% | $250,964,000 |
| GOOG | 3.87% | $232,187,000 |
| WMB | 3.25% | $195,107,000 |
| PCH | 2.85% | $171,297,000 |
| HOUS | 2.67% | $160,465,000 |
| GLIBA | 2.66% | $159,661,000 |
| EPACXXXX | 2.56% | $153,398,000 |
| DDS | 2.50% | $149,781,000 |
| BIDU | 2.44% | $146,505,000 |
| AMG | 1.98% | $118,747,000 |
| FWONAXXXX | 1.71% | $102,578,000 |
| VSAT | 1.61% | $96,856,000 |
| CNH | 0.98% | $59,095,000 |
| FWONKXXXX | 0.75% | $44,867,000 |
| TCOM | 0.67% | $39,956,000 |
| KODK | 0.38% | $23,064,000 |
| NOK | 0.20% | $12,057,000 |
| VNTRF | 0.09% | $5,595,000 |
| WOW | 0.06% | $3,302,000 |
| WYNN | 0.01% | $489,000 |