Longleaf Partners – Southeastern Asset Management·CIK 807985
37
Positions
$5.7B
Portfolio Value
28
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q1 2022
Portfolio Value Over Time
| ▲ +1.6% |
| 3 | VMEO | 2.37% | $134,200,000 | ▲ +1.4% |
| 4 | FISV | 2.09% | $118,097,000 | ▲ +0.8% |
| 5 | OSCR | 1.96% | $111,134,000 | ▲ +0.8% |
| 6 | DISCK | 5.27% | $298,206,000 | ▲ +0.5% |
| 7 | CNH | 0.83% | $46,697,000 | ▲ +0.3% |
| 8 | ESRT | 2.57% | $145,304,000 | ▲ +0.3% |
| 9 | DEI | 3.10% | $175,571,000 | ▲ +0.1% |
| 10 | HTHT | 0.07% | $3,802,000 | NEW |
| 11 | AMG | 4.42% | $250,218,000 | ▲ +0.2% |
| 12 | LBRDK | 2.43% | $137,478,000 | ▲ +0.1% |
| 13 | MSGS | 2.86% | $162,022,000 | ▲ +0.2% |
| 14 | SYNH | 0.02% | $854,000 | NEW |
| 15 | BATRKXXXX | 1.69% | $95,841,000 | ▲ +0.1% |
| 16 | PAYA | 0.01% | $645,000 | NEW |
| 17 | IAC | 4.58% | $259,137,000 | ▲ +0.2% |