Longleaf Partners – Southeastern Asset Management·CIK 807985
43
Positions
$2.8B
Portfolio Value
28
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2023
Portfolio Value Over Time
| ▲ +3.4% |
| 3 | KNF | 1.17% | $33,206,681 | NEW |
| 4 | IAC | 5.66% | $160,527,790 | ▲ +1.2% |
| 5 | WMG | 3.42% | $96,946,423 | ▲ +0.9% |
| 6 | IMKTA | 0.78% | $22,171,358 | NEW |
| 7 | DEI | 0.72% | $20,344,256 | NEW |
| 8 | FDX | 5.78% | $163,743,652 | ▲ +0.7% |
| 9 | FIS | 2.62% | $74,285,991 | ▲ +0.5% |
| 10 | FBIN | 2.17% | $61,499,695 | ▲ +0.5% |
| 11 | HAS | 1.52% | $43,078,916 | ▲ +0.3% |
| 12 | AMG | 4.87% | $138,053,936 | ▲ +0.4% |
| 13 | CNX | 7.60% | $215,458,312 | ▲ +0.1% |
| 14 | SAM | 1.38% | $39,256,392 | ▲ +0.2% |
| 15 | HOUS | 1.35% | $38,402,385 | ▲ +0.2% |
| 16 | CNH | 1.00% | $28,366,833 | ▲ +0.1% |
| 17 | LBRDK | 2.73% | $77,383,216 | ▲ +0% |
| 18 | CAH | 0.06% | $1,587,357 | ▲ +0% |
| 19 | K | 3.10% | $87,868,841 | ▲ +0.1% |