Longleaf Partners – Southeastern Asset Management·CIK 807985
45
Positions
$2.6B
Portfolio Value
28
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q4 2023
Portfolio Value Over Time
| ▲ +1.1% |
| 3 | MGM | 4.27% | $111,144,762 | ▲ +0.8% |
| 4 | AMG | 5.14% | $133,609,223 | ▲ +0.8% |
| 5 | PK | 1.43% | $37,148,522 | ▲ +0.6% |
| 6 | K | 4.75% | $123,642,393 | ▲ +0.6% |
| 7 | OSCR | 2.01% | $52,322,198 | ▲ +0.5% |
| 8 | LYV | 4.44% | $115,526,362 | ▲ +0.5% |
| 9 | HOUS | 1.79% | $46,623,254 | ▲ +0.4% |
| 10 | GHC | 2.34% | $60,814,554 | ▲ +0.4% |
| 11 | RTX | 2.58% | $67,043,594 | ▲ +0.4% |
| 12 | FISV | 2.09% | $54,469,846 | ▲ +0.3% |
| 13 | WEST | 2.16% | $56,226,430 | ▲ +0.3% |
| 14 | IMKTA | 1.46% | $38,058,768 | ▲ +0.3% |
| 15 | BATRK | 1.50% | $38,917,510 | ▲ +0.2% |
| 16 | HDB | 0.06% | $1,615,069 | NEW |
| 17 | IAC | 4.55% | $118,390,585 | ▲ +0.2% |
| 18 | ENOV | 0.04% | $1,032,729 | NEW |
| 19 | BIO | 4.52% | $117,550,687 | ▲ +0.2% |
| 20 | ESRT | 1.54% | $40,131,590 | ▲ +0.1% |
| 21 | PVH | 3.53% | $91,698,077 | ▲ +0.1% |
| 22 | WTM | 1.88% | $48,831,555 | ▲ +0% |