Longleaf Partners – Southeastern Asset Management·CIK 807985
25
Positions
$4.5B
Portfolio Value
28
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q4 2020
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| LUMNXXXX | 14.18% | $634,768,000 |
| CNX |
8.56% |
| $383,486,000 |
| GEXXXX | 7.81% | $349,656,000 |
| H | 6.82% | $305,407,000 |
| MAT | 6.79% | $303,931,000 |
| CMCSA | 5.68% | $254,276,000 |
| FDX | 5.13% | $229,922,000 |
| MGM | 4.96% | $222,242,000 |
| LAZXXXX | 4.65% | $208,310,000 |
| BIDU | 4.41% | $197,506,000 |
| DD | 4.13% | $184,826,000 |
| WMB | 4.06% | $181,993,000 |
| AMG | 3.67% | $164,511,000 |
| ESRT | 3.33% | $149,145,000 |
| DEI | 2.70% | $120,725,000 |
| GHC | 2.64% | $118,348,000 |
| HOUS | 2.57% | $114,918,000 |
| EG | 2.11% | $94,464,000 |
| PCH | 1.55% | $69,396,000 |
| BATRKXXXX | 1.45% | $64,844,000 |
| TCOM | 0.94% | $42,191,000 |
| CNH | 0.86% | $38,303,000 |
| FWONAXXXX | 0.51% | $22,789,000 |
| KODK | 0.46% | $20,634,000 |
| MLCO | 0.03% | $1,238,000 |