Longleaf Partners – Southeastern Asset Management·CIK 807985
35
Positions
$6.0B
Portfolio Value
28
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q4 2021
Portfolio Value Over Time
| NEW |
| 3 | FDX | 6.28% | $374,336,000 | ▲ +1.5% |
| 4 | MAT | 7.32% | $436,123,000 | ▲ +0.9% |
| 5 | FISV | 1.28% | $76,019,000 | NEW |
| 6 | OSCR | 1.20% | $71,512,000 | NEW |
| 7 | VMEO | 0.97% | $57,582,000 | NEW |
| 8 | RNR | 3.02% | $179,935,000 | ▲ +0.6% |
| 9 | WTM | 0.88% | $52,319,000 | NEW |
| 10 | IAC | 4.35% | $259,369,000 | ▲ +0.2% |
| 11 | GHC | 3.17% | $188,866,000 | ▲ +0.2% |
| 12 | IMKTA | 0.21% | $12,310,000 | ▲ +0.1% |
| 13 | LBRDA | 0.05% | $3,125,000 | NEW |
| 14 | XPO | 0.01% | $883,000 | NEW |