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
| ▼ -0.1% |
| 3 | FDX | 5.13% | $229,922,000 | ▼ -1.5% |
| 4 | CMCSA | 5.68% | $254,276,000 | ▼ -0.2% |
| 5 | MAT | 6.79% | $303,931,000 | ▼ -1.7% |
| 6 | LAZXXXX | 4.65% | $208,310,000 | ▼ -1.3% |
| 7 | FWONAXXXX | 0.51% | $22,789,000 | ▼ -0.7% |
| 8 | PCH | 1.55% | $69,396,000 | ▼ -0.4% |
| 9 | GHC | 2.64% | $118,348,000 | ▼ -0.3% |
| 10 | SUM | 0.14% | $5,385,000 | SOLD |
| 11 | WOR | 0.12% | $4,771,000 | SOLD |
| 12 | TCOM | 0.94% | $42,191,000 | ▼ -0.1% |
| 13 | WMB | 4.06% | $181,993,000 | ▼ -0.6% |
| 14 | KODK | 0.46% | $20,634,000 | ▼ -0.1% |
| 15 | WOW | 0.03% | $1,353,000 | SOLD |
| 16 | LUMNXXXX | 14.18% | $634,768,000 | ▼ -2.2% |
| 17 | FWONKXXXX | 0.01% | $313,000 | SOLD |