Longleaf Partners – Southeastern Asset Management·CIK 807985
43
Positions
$2.6B
Portfolio Value
28
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q1 2024
Portfolio Value Over Time
| 3 | CNH | 3.73% | $97,027,904 | ▲ +1.8% |
| 4 | PCH | 1.58% | $41,007,129 | NEW |
| 5 | FDX | 6.04% | $157,110,936 | ▲ +1.3% |
| 6 | HTHT | 1.52% | $39,511,461 | ▲ +1.1% |
| 7 | IAC | 5.31% | $138,117,422 | ▲ +0.8% |
| 8 | RTX | 2.98% | $77,605,011 | ▲ +0.4% |
| 9 | LYV | 4.74% | $123,388,849 | ▲ +0.3% |
| 10 | AMG | 5.39% | $140,319,429 | ▲ +0.3% |
| 11 | GHC | 2.59% | $67,364,688 | ▲ +0.3% |
| 12 | HDB | 0.27% | $6,961,269 | ▲ +0.2% |
| 13 | PK | 1.63% | $42,465,860 | ▲ +0.2% |
| 14 | MAT | 6.50% | $169,190,950 | ▲ +0.1% |
| 15 | BIO | 4.57% | $118,965,100 | ▲ +0.1% |
| 16 | LAZ | 0.03% | $779,117 | NEW |
| 17 | WEST | 2.19% | $56,887,269 | ▲ +0% |