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
| 3 | MSGS | 1.15% | $33,970,538 | ▼ -1.3% |
| 4 | SWK | 1.15% | $32,707,248 | SOLD |
| 5 | DEI | 1.09% | $30,984,794 | SOLD |
| 6 | WEST | 2.81% | $83,155,916 | ▼ -0.9% |
| 7 | AMG | 4.45% | $131,504,647 | ▼ -0.7% |
| 8 | LAZXXXX | 2.55% | $75,530,367 | ▼ -0.6% |
| 9 | VMEO | 0.81% | $23,919,859 | ▼ -0.4% |
| 10 | GOOG | 2.95% | $87,110,816 | ▼ -0.5% |
| 11 | MAT | 7.01% | $207,419,358 | ▼ -0.5% |
| 12 | HOUS | 1.20% | $35,617,723 | ▼ -0.3% |
| 13 | HTHT | 0.67% | $19,924,721 | ▼ -0.2% |
| 14 | BATRKXXXX | 2.42% | $71,629,420 | ▼ -0.3% |
| 15 | WTM | 2.49% | $73,741,173 | ▼ -0.3% |
| 16 | WMG | 2.49% | $73,652,262 | ▼ -0.2% |
| 17 | H | 5.66% | $167,504,459 | ▼ -0.1% |
| 18 | FISV | 2.99% | $88,517,410 | ▼ -0.2% |
| 19 | CNH | 0.87% | $25,725,094 | ▼ -0.1% |
| 20 | ESRT | 1.81% | $53,667,770 | ▼ -0.1% |
| 21 | GHC | 2.30% | $67,946,614 | ▼ -0.2% |
| 22 | PAYA | 0.03% | $724,418 | SOLD |
| 23 | CMCSA | 0.01% | $333,299 | SOLD |
| 24 | JOYY | 0.81% | $24,034,012 | ▼ -0% |