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
| 3 | H | 4.11% | $232,811,000 | ▼ -1.1% |
| 4 | MAT | 6.35% | $358,983,000 | ▼ -1% |
| 5 | LAZXXXX | 3.22% | $182,360,000 | ▼ -1% |
| 6 | FDX | 5.68% | $321,294,000 | ▼ -0.6% |
| 7 | HOUS | 2.93% | $165,887,000 | ▼ -0.4% |
| 8 | GE | 4.72% | $267,104,000 | ▼ -0.3% |
| 9 | RNR | 2.63% | $148,887,000 | ▼ -0.4% |
| 10 | BIIB | 3.14% | $177,528,000 | ▼ -0.3% |
| 11 | MGM | 4.23% | $239,541,000 | ▼ -0.2% |
| 12 | GHC | 3.09% | $174,756,000 | ▼ -0.1% |
| 13 | JOYY | 0.51% | $28,827,000 | ▼ -0.1% |
| 14 | BABA | 0.04% | $2,639,000 | SOLD |
| 15 | MLCO | 0.17% | $9,494,000 | ▼ -0% |