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 | WTM | 2.75% | $78,485,414 | ▼ -0.9% |
| 4 | GHC | 2.45% | $69,927,036 | ▼ -1% |
| 5 | DEI | 1.09% | $30,984,794 | ▼ -1% |
| 6 | GOOG | 3.42% | $97,526,338 | ▼ -0.2% |
| 7 | HOUS | 1.47% | $41,815,885 | ▼ -0.7% |
| 8 | RNR | 0.06% | $1,626,751 | ▼ -1.1% |
| 9 | MSGS | 2.44% | $69,586,202 | ▼ -0.4% |
| 10 | ESRT | 1.95% | $55,735,096 | ▼ -0.2% |
| 11 | OSCR | 1.26% | $35,859,184 | ▼ -0.1% |
| 12 | CNH | 0.97% | $27,806,766 | ▼ -0% |
| 13 | LBRDA | 0.01% | $214,200 | ▼ -0% |