Longleaf Partners – Southeastern Asset Management·CIK 807985
29
Positions
$5.3B
Portfolio Value
28
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q3 2021
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| LUMN | 15.45% | $813,901,000 |
| CNX |
6.75% |
| $355,437,000 |
| MAT | 6.46% | $340,572,000 |
| H | 5.99% | $315,665,000 |
| LAZXXXX | 5.09% | $268,164,000 |
| GE | 5.04% | $265,588,000 |
| DISCK | 4.81% | $253,645,000 |
| FDX | 4.78% | $251,846,000 |
| AMG | 4.59% | $241,708,000 |
| MGM | 4.52% | $238,424,000 |
| IAC | 4.13% | $217,509,000 |
| WMB | 3.84% | $202,593,000 |
| HOUS | 3.66% | $193,098,000 |
| DEI | 3.23% | $170,105,000 |
| ESRT | 3.06% | $161,023,000 |
| MSGS | 3.05% | $160,581,000 |
| GHC | 2.97% | $156,327,000 |
| CMCSA | 2.66% | $140,044,000 |
| RNR | 2.40% | $126,708,000 |
| BABA | 1.86% | $97,945,000 |
| BATRKXXXX | 1.72% | $90,724,000 |
| BIDU | 1.62% | $85,257,000 |
| JOYY | 0.87% | $46,009,000 |
| CNH | 0.68% | $35,936,000 |
| KODK | 0.33% | $17,263,000 |
| MLCO | 0.23% | $12,173,000 |
| IMKTA | 0.15% | $7,951,000 |
| BATRAXXXX | 0.05% | $2,565,000 |
| CAH | 0.02% | $881,000 |