Longleaf Partners – Southeastern Asset Management·CIK 807985
40
Positions
$2.9B
Portfolio Value
28
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q4 2022
Portfolio Value Over Time
| 3 | WBD | 3.99% | $113,787,937 | ▲ +0% |
| 4 | CNX | 6.78% | $193,315,892 | ▲ +0.9% |
| 5 | FDX | 4.77% | $135,959,402 | ▲ +0.3% |
| 6 | GE | 5.47% | $155,940,312 | ▲ +0.6% |
| 7 | IAC | 4.03% | $114,913,061 | ▲ +0.2% |
| 8 | AMG | 5.17% | $147,622,064 | ▲ +0.6% |
| 9 | MGM | 4.38% | $124,850,765 | ▲ +0.4% |
| 10 | WEST | 3.75% | $106,986,879 | ▲ +1.7% |
| 11 | FISV | 3.18% | $90,749,136 | ▲ +0.5% |
| 12 | BATRKXXXX | 2.68% | $76,534,873 | ▲ +0.5% |
| 13 | VMEO | 1.23% | $35,227,874 | ▲ +0.1% |
| 14 | PVH | 3.50% | $99,980,640 | ▲ +0.8% |
| 15 | HTHT | 0.87% | $24,904,952 | ▲ +0.3% |
| 16 | DOOR | 1.14% | $32,575,388 | ▲ +0.4% |
| 17 | JOYY | 0.83% | $23,749,172 | ▲ +0.3% |
| 18 | SWK | 1.15% | $32,707,248 | ▲ +0.3% |
| 19 | RXO | 0.03% | $752,173 | NEW |
| 20 | MLCO | 0.03% | $930,649 | ▲ +0% |
| 21 | WMG | 2.73% | $77,977,948 | ▲ +0.8% |