Longleaf Partners – Southeastern Asset Management·CIK 807985
39
Positions
$4.0B
Portfolio Value
28
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q3 2022
Portfolio Value Over Time
| NEW |
| 3 | DOOR | 0.73% | $28,809,000 | NEW |
| 4 | CNX | 5.93% | $235,675,000 | ▲ +0.4% |
| 5 | AMG | 4.56% | $180,986,000 | ▲ +0.3% |
| 6 | GOOG | 3.62% | $143,853,000 | ▲ +0.1% |
| 7 | PVH | 2.68% | $106,275,000 | ▲ +0.1% |
| 8 | GE | 4.91% | $194,995,000 | ▲ +0.5% |
| 9 | ESRT | 2.18% | $86,480,000 | ▲ +0.1% |
| 10 | MSGS | 2.81% | $111,771,000 | ▲ +0.2% |
| 11 | LAZXXXX | 3.95% | $157,046,000 | ▲ +0.4% |
| 12 | BATRKXXXX | 2.19% | $87,009,000 | ▲ +0.6% |
| 13 | WTM | 3.69% | $146,716,000 | ▲ +0.4% |
| 14 | GHC | 3.46% | $137,410,000 | ▲ +0.4% |
| 15 | OSCR | 1.40% | $55,623,000 | ▲ +0.4% |
| 16 | CNH | 1.00% | $39,830,000 | ▲ +0.3% |
| 17 | FISV | 2.68% | $106,476,000 | ▲ +0.5% |
| 18 | JOYY | 0.51% | $20,345,000 | ▲ +0% |
| 19 | HTHT | 0.53% | $21,080,000 | ▲ +0% |
| 20 | MGM | 3.97% | $157,492,000 | ▲ +0.6% |
| 21 | H | 5.43% | $215,521,000 | ▲ +0.9% |
| 22 | CAH | 0.04% | $1,441,000 | ▲ +0% |