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
| Ticker | % Portfolio | Value |
|---|---|---|
| LUMN | 13.57% | $808,886,000 |
| MAT |
7.32% |
| $436,123,000 |
| CNX | 6.34% | $377,605,000 |
| FDX | 6.28% | $374,336,000 |
| H | 5.24% | $312,401,000 |
| GE | 5.02% | $299,383,000 |
| DISCK | 4.80% | $285,945,000 |
| MGM | 4.40% | $262,397,000 |
| IAC | 4.35% | $259,369,000 |
| AMG | 4.24% | $252,879,000 |
| LAZXXXX | 4.23% | $252,176,000 |
| BIIB | 3.46% | $205,977,000 |
| HOUS | 3.36% | $200,156,000 |
| GHC | 3.17% | $188,866,000 |
| WMB | 3.17% | $188,723,000 |
| DEI | 3.02% | $180,032,000 |
| RNR | 3.02% | $179,935,000 |
| MSGS | 2.70% | $161,061,000 |
| LBRDK | 2.33% | $138,759,000 |
| ESRT | 2.27% | $135,214,000 |
| BATRKXXXX | 1.62% | $96,493,000 |
| FISV | 1.28% | $76,019,000 |
| OSCR | 1.20% | $71,512,000 |
| VMEO | 0.97% | $57,582,000 |
| WTM | 0.88% | $52,319,000 |
| JOYY | 0.58% | $34,645,000 |
| CNH | 0.58% | $34,496,000 |
| IMKTA | 0.21% | $12,310,000 |
| MLCO | 0.20% | $12,101,000 |
| LBRDA | 0.05% | $3,125,000 |
| BATRAXXXX | 0.05% | $2,740,000 |
| BABA | 0.04% | $2,639,000 |
| CAH | 0.02% | $1,113,000 |
| XPO | 0.01% | $883,000 |
| CMCSA | 0.01% | $480,000 |