Longleaf Partners – Southeastern Asset Management·CIK 807985
37
Positions
$4.7B
Portfolio Value
28
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2022
Portfolio Value Over Time
| NEW |
| 3 | PVH | 2.56% | $121,380,000 | NEW |
| 4 | SWK | 1.05% | $49,795,000 | NEW |
| 5 | IAC | 4.79% | $227,083,000 | ▲ +0.2% |
| 6 | LBRDK | 3.54% | $167,979,000 | ▲ +1.1% |
| 7 | LUMN | 14.26% | $676,318,000 | ▲ +1.8% |
| 8 | HTHT | 0.51% | $23,946,000 | ▲ +0.4% |
| 9 | H | 4.51% | $213,898,000 | ▲ +0.4% |
| 10 | FISV | 2.18% | $103,397,000 | ▲ +0.1% |
| 11 | LAZXXXX | 3.55% | $168,364,000 | ▲ +0.3% |
| 12 | WTM | 3.30% | $156,518,000 | ▲ +0.8% |
| 13 | FDX | 6.55% | $310,709,000 | ▲ +0.9% |
| 14 | MAT | 7.60% | $360,321,000 | ▲ +1.3% |
| 15 | IMKTA | 0.26% | $12,369,000 | ▲ +0% |