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
| Ticker | % Portfolio | Value |
|---|---|---|
| LUMNXXXX | 15.48% | $620,686,000 |
| CNX |
7.98% |
| $319,938,000 |
| FDX | 7.38% | $295,841,000 |
| MAT | 7.03% | $281,962,000 |
| GEXXXX | 5.69% | $228,044,000 |
| LAZXXXX | 5.01% | $200,975,000 |
| CMCSA | 4.98% | $199,774,000 |
| CARR | 4.92% | $197,241,000 |
| WMB | 4.57% | $183,069,000 |
| H | 4.32% | $173,106,000 |
| DD | 4.09% | $163,999,000 |
| PCH | 3.18% | $127,483,000 |
| BIDU | 3.15% | $126,394,000 |
| GOOG | 3.05% | $122,163,000 |
| GHC | 2.64% | $105,710,000 |
| ESRT | 2.62% | $105,046,000 |
| AMG | 2.58% | $103,423,000 |
| VSAT | 2.37% | $94,837,000 |
| HOUS | 2.16% | $86,550,000 |
| UNVR | 1.94% | $77,690,000 |
| FWONAXXXX | 1.63% | $65,240,000 |
| GLIBA | 0.93% | $37,177,000 |
| CNH | 0.78% | $31,244,000 |
| TCOM | 0.60% | $23,982,000 |
| FWONKXXXX | 0.46% | $18,515,000 |
| KODK | 0.28% | $11,061,000 |
| WOW | 0.09% | $3,769,000 |
| VNTRF | 0.07% | $2,615,000 |
| MLCO | 0.03% | $1,036,000 |