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
| Ticker | % Portfolio | Value |
|---|---|---|
| LUMNXXXX | 15.12% | $635,718,000 |
| FDX |
7.40% |
| $311,084,000 |
| GEXXXX | 6.45% | $271,126,000 |
| MAT | 6.17% | $259,295,000 |
| CNX | 6.11% | $256,993,000 |
| UTX | 4.85% | $203,927,000 |
| WMB | 4.56% | $191,611,000 |
| GOOG | 4.46% | $187,425,000 |
| CMCSA | 4.45% | $187,062,000 |
| LAZXXXX | 4.03% | $169,474,000 |
| DD | 3.98% | $167,277,000 |
| GHC | 3.02% | $127,066,000 |
| PCH | 2.96% | $124,266,000 |
| BIDU | 2.81% | $118,157,000 |
| H | 2.66% | $111,791,000 |
| PK | 2.15% | $90,234,000 |
| EPAC | 2.11% | $88,881,000 |
| GLIBA | 2.06% | $86,528,000 |
| VSAT | 1.99% | $83,747,000 |
| AMG | 1.97% | $82,908,000 |
| DDS | 1.68% | $70,471,000 |
| FWONKXXXX | 1.55% | $65,281,000 |
| FWONAXXXX | 1.50% | $62,966,000 |
| ESRT | 1.48% | $62,111,000 |
| HOUS | 1.19% | $49,896,000 |
| UNVR | 1.16% | $48,689,000 |
| TCOM | 0.95% | $40,094,000 |
| CNH | 0.65% | $27,501,000 |
| KODK | 0.20% | $8,581,000 |
| BRKB | 0.17% | $7,076,000 |
| WOW | 0.08% | $3,405,000 |
| VNTRF | 0.06% | $2,513,000 |