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
| ▼ -2.8% |
| 3 | BIIB | 3.14% | $177,528,000 | SOLD |
| 4 | MGM | 3.38% | $160,256,000 | ▼ -0.9% |
| 5 | WMB | 1.28% | $72,305,000 | SOLD |
| 6 | DEI | 2.19% | $103,822,000 | ▼ -0.9% |
| 7 | VMEO | 1.43% | $68,004,000 | ▼ -0.9% |
| 8 | OSCR | 1.00% | $47,374,000 | ▼ -1% |
| 9 | GE | 4.40% | $208,525,000 | ▼ -0.3% |
| 10 | HOUS | 2.36% | $111,705,000 | ▼ -0.6% |
| 11 | AMG | 4.31% | $204,381,000 | ▼ -0.1% |
| 12 | ESRT | 2.11% | $99,951,000 | ▼ -0.5% |
| 13 | MSGS | 2.60% | $123,498,000 | ▼ -0.3% |
| 14 | RNR | 2.33% | $110,482,000 | ▼ -0.3% |
| 15 | BATRKXXXX | 1.60% | $75,935,000 | ▼ -0.1% |
| 16 | CNH | 0.69% | $32,754,000 | ▼ -0.1% |
| 17 | MLCO | 0.01% | $465,000 | ▼ -0.2% |
| 18 | JOYY | 0.49% | $23,366,000 | ▼ -0% |
| 19 | BATRAXXXX | 0.05% | $2,743,000 | SOLD |