Longleaf Partners – Southeastern Asset Management·CIK 807985
29
Positions
$4.0B
Portfolio Value
28
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2020
Portfolio Value Over Time
| ▲ +1.9% |
| 3 | H | 4.32% | $173,106,000 | ▲ +1.7% |
| 4 | ESRT | 2.62% | $105,046,000 | ▲ +1.1% |
| 5 | HOUS | 2.16% | $86,550,000 | ▲ +1% |
| 6 | LAZXXXX | 5.01% | $200,975,000 | ▲ +1% |
| 7 | UNVR | 1.94% | $77,690,000 | ▲ +0.8% |
| 8 | MAT | 7.03% | $281,962,000 | ▲ +0.9% |
| 9 | AMG | 2.58% | $103,423,000 | ▲ +0.6% |
| 10 | LUMNXXXX | 15.48% | $620,686,000 | ▲ +0.4% |
| 11 | CMCSA | 4.98% | $199,774,000 | ▲ +0.5% |
| 12 | VSAT | 2.37% | $94,837,000 | ▲ +0.4% |
| 13 | WMB | 4.57% | $183,069,000 | ▲ +0% |
| 14 | BIDU | 3.15% | $126,394,000 | ▲ +0.3% |
| 15 | CNH | 0.78% | $31,244,000 | ▲ +0.1% |
| 16 | DD | 4.09% | $163,999,000 | ▲ +0.1% |
| 17 | PCH | 3.18% | $127,483,000 | ▲ +0.2% |
| 18 | KODK | 0.28% | $11,061,000 | ▲ +0.1% |
| 19 | FWONAXXXX | 1.63% | $65,240,000 | ▲ +0.1% |
| 20 | MLCO | 0.03% | $1,036,000 | NEW |
| 21 | VNTRF | 0.07% | $2,615,000 | ▲ +0% |