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
| ▼ -1.8% |
| 3 | BIDU | 1.62% | $85,257,000 | SOLD |
| 4 | GE | 5.02% | $299,383,000 | ▼ -0% |
| 5 | ESRT | 2.27% | $135,214,000 | ▼ -0.8% |
| 6 | MGM | 4.40% | $262,397,000 | ▼ -0.1% |
| 7 | CNX | 6.34% | $377,605,000 | ▼ -0.4% |
| 8 | KODK | 0.33% | $17,263,000 | SOLD |
| 9 | LAZXXXX | 4.23% | $252,176,000 | ▼ -0.9% |
| 10 | WMB | 3.17% | $188,723,000 | ▼ -0.7% |
| 11 | JOYY | 0.58% | $34,645,000 | ▼ -0.3% |
| 12 | AMG | 4.24% | $252,879,000 | ▼ -0.3% |
| 13 | DEI | 3.02% | $180,032,000 | ▼ -0.2% |
| 14 | HOUS | 3.36% | $200,156,000 | ▼ -0.3% |
| 15 | BATRKXXXX | 1.62% | $96,493,000 | ▼ -0.1% |
| 16 | LUMN | 13.57% | $808,886,000 | ▼ -1.9% |
| 17 | H | 5.24% | $312,401,000 | ▼ -0.8% |
| 18 | CNH | 0.58% | $34,496,000 | ▼ -0.1% |
| 19 | MSGS | 2.70% | $161,061,000 | ▼ -0.3% |
| 20 | MLCO | 0.20% | $12,101,000 | ▼ -0% |