Longleaf Partners – Southeastern Asset Management·CIK 807985
29
Positions
$3.9B
Portfolio Value
28
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q3 2020
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| LUMNXXXX | 16.36% | $635,125,000 |
| CNX |
8.65% |
| $335,943,000 |
| MAT | 8.46% | $328,514,000 |
| FDX | 6.64% | $257,682,000 |
| GEXXXX | 6.04% | $234,274,000 |
| H | 6.01% | $233,166,000 |
| LAZXXXX | 5.99% | $232,658,000 |
| CMCSA | 5.86% | $227,361,000 |
| WMB | 4.62% | $179,325,000 |
| DD | 4.08% | $158,544,000 |
| BIDU | 3.34% | $129,638,000 |
| GHC | 2.91% | $112,841,000 |
| MGM | 2.78% | $107,944,000 |
| AMG | 2.47% | $95,843,000 |
| ESRT | 2.41% | $93,382,000 |
| HOUS | 2.13% | $82,763,000 |
| EG | 2.04% | $79,119,000 |
| UNVR | 2.00% | $77,782,000 |
| PCH | 1.97% | $76,561,000 |
| BATRKXXXX | 1.34% | $52,163,000 |
| FWONAXXXX | 1.21% | $46,838,000 |
| TCOM | 0.99% | $38,246,000 |
| CNH | 0.79% | $30,521,000 |
| KODK | 0.58% | $22,358,000 |
| SUM | 0.14% | $5,385,000 |
| WOR | 0.12% | $4,771,000 |
| WOW | 0.03% | $1,353,000 |
| MLCO | 0.03% | $1,111,000 |
| FWONKXXXX | 0.01% | $313,000 |