Longleaf Partners – Southeastern Asset Management·CIK 807985
24
Positions
$4.7B
Portfolio Value
28
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q1 2021
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| LUMN | 17.74% | $829,222,000 |
| CNX |
9.29% |
| $434,252,000 |
| MAT | 6.88% | $321,655,000 |
| GEXXXX | 6.08% | $284,368,000 |
| H | 6.04% | $282,323,000 |
| CMCSA | 5.39% | $251,772,000 |
| FDX | 5.14% | $240,456,000 |
| MGM | 4.57% | $213,708,000 |
| LAZXXXX | 4.42% | $206,587,000 |
| WMB | 4.19% | $195,703,000 |
| AMG | 4.05% | $189,393,000 |
| BIIB | 3.61% | $168,939,000 |
| BIDU | 3.53% | $165,192,000 |
| ESRT | 3.04% | $142,220,000 |
| HOUS | 2.83% | $132,523,000 |
| DEI | 2.68% | $125,422,000 |
| GHC | 2.50% | $116,997,000 |
| EG | 2.13% | $99,422,000 |
| BABA | 1.73% | $81,072,000 |
| BATRKXXXX | 1.55% | $72,506,000 |
| JOYY | 1.26% | $58,719,000 |
| CNH | 0.89% | $41,567,000 |
| KODK | 0.43% | $19,950,000 |
| MLCO | 0.03% | $1,328,000 |