Longleaf Partners – Southeastern Asset Management·CIK 807985
24
Positions
$5.0B
Portfolio Value
28
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2021
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| LUMN | 16.85% | $837,927,000 |
| CNX |
7.74% |
| $384,754,000 |
| MAT | 7.67% | $381,715,000 |
| GEXXXX | 5.86% | $291,656,000 |
| H | 5.42% | $269,337,000 |
| CMCSA | 5.33% | $265,092,000 |
| FDX | 5.07% | $252,401,000 |
| MGM | 4.82% | $239,728,000 |
| AMG | 4.69% | $233,016,000 |
| LAZXXXX | 4.52% | $224,754,000 |
| WMB | 4.17% | $207,428,000 |
| BIDU | 3.84% | $191,150,000 |
| DEI | 3.63% | $180,477,000 |
| ESRT | 3.27% | $162,672,000 |
| HOUS | 3.18% | $158,369,000 |
| GHC | 2.78% | $138,466,000 |
| MSGS | 2.68% | $133,155,000 |
| EG | 2.53% | $125,697,000 |
| BABA | 2.30% | $114,359,000 |
| BATRKXXXX | 1.43% | $71,203,000 |
| JOYY | 0.90% | $44,731,000 |
| CNH | 0.87% | $43,395,000 |
| KODK | 0.42% | $21,090,000 |
| MLCO | 0.02% | $1,106,000 |
| Ticker | Last Value | Last Weight |
|---|---|---|
SOLDBIIB | $168,939,000 | 3.61% |