Longleaf Partners – Southeastern Asset Management·CIK 807985
43
Positions
$3.0B
Portfolio Value
28
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q1 2023
Portfolio Value Over Time
| NEW |
| 3 | FBIN | 1.70% | $50,199,820 | NEW |
| 4 | HAS | 1.21% | $35,824,599 | NEW |
| 5 | SAM | 1.21% | $35,680,385 | NEW |
| 6 | OSCR | 2.42% | $71,482,743 | ▲ +1.2% |
| 7 | WBD | 5.05% | $149,385,870 | ▲ +1.1% |
| 8 | CNX | 7.45% | $220,413,958 | ▲ +0.7% |
| 9 | PVH | 4.23% | $125,021,757 | ▲ +0.7% |
| 10 | LYV | 0.75% | $22,124,900 | NEW |
| 11 | MGM | 4.92% | $145,497,355 | ▲ +0.5% |
| 12 | IAC | 4.47% | $132,288,159 | ▲ +0.4% |
| 13 | FDX | 5.04% | $149,047,911 | ▲ +0.3% |
| 14 | LBRDK | 2.70% | $79,982,094 | ▲ +0.1% |
| 15 | DOOR | 1.24% | $36,681,156 | ▲ +0.1% |
| 16 | GEHC | 0.04% | $1,079,433 | NEW |