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 | BATRKXXXX | 1.47% | $41,695,415 | ▼ -1% |
| 4 | H | 4.95% | $140,401,291 | ▼ -0.7% |
| 5 | WEST | 2.02% | $57,228,963 | ▼ -0.8% |
| 6 | WBD | 4.36% | $123,617,903 | ▼ -0.7% |
| 7 | MAT | 6.43% | $182,195,787 | ▼ -0.6% |
| 8 | JOYY | 0.81% | $24,034,012 | SOLD |
| 9 | VMEO | 0.81% | $23,919,859 | SOLD |
| 10 | OSCR | 1.68% | $47,708,913 | ▼ -0.7% |
| 11 | MGM | 4.30% | $122,018,148 | ▼ -0.6% |
| 12 | PVH | 3.65% | $103,540,448 | ▼ -0.6% |
| 13 | LAZXXXX | 1.98% | $56,208,896 | ▼ -0.6% |
| 14 | GHC | 1.81% | $51,334,906 | ▼ -0.5% |
| 15 | GE | 3.62% | $102,483,458 | ▼ -0.4% |
| 16 | WTM | 2.07% | $58,635,613 | ▼ -0.4% |
| 17 | MSGS | 0.84% | $23,714,798 | ▼ -0.3% |
| 18 | ESRT | 1.62% | $45,826,247 | ▼ -0.2% |
| 19 | DOOR | 1.06% | $30,189,785 | ▼ -0.2% |
| 20 | FISV | 2.96% | $83,969,603 | ▼ -0% |
| 21 | HTHT | 0.54% | $15,448,129 | ▼ -0.1% |
| 22 | RNR | 0.06% | $1,769,002 | SOLD |