Longleaf Partners – Southeastern Asset Management·CIK 807985
32
Positions
$4.2B
Portfolio Value
28
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q1 2020
Portfolio Value Over Time
| NEW |
| 3 | EPAC | 2.11% | $88,881,000 | NEW |
| 4 | ESRT | 1.48% | $62,111,000 | NEW |
| 5 | FDX | 7.40% | $311,084,000 | ▲ +1.3% |
| 6 | UNVR | 1.16% | $48,689,000 | NEW |
| 7 | UTX | 4.85% | $203,927,000 | ▲ +0.7% |
| 8 | PCH | 2.96% | $124,266,000 | ▲ +0.1% |
| 9 | GOOG | 4.46% | $187,425,000 | ▲ +0.6% |
| 10 | BIDU | 2.81% | $118,157,000 | ▲ +0.4% |
| 11 | FWONKXXXX | 1.55% | $65,281,000 | ▲ +0.8% |
| 12 | VSAT | 1.99% | $83,747,000 | ▲ +0.4% |
| 13 | BRKB | 0.17% | $7,076,000 | NEW |
| 14 | WMB | 4.56% | $191,611,000 | ▲ +1.3% |
| 15 | TCOM | 0.95% | $40,094,000 | ▲ +0.3% |
| 16 | WOW | 0.08% | $3,405,000 | ▲ +0% |