Longleaf Partners – Southeastern Asset Management·CIK 807985
46
Positions
$2.3B
Portfolio Value
28
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2024
Portfolio Value Over Time
| NEW |
| 3 | HHH | 0.90% | $20,730,279 | NEW |
| 4 | DOLE | 0.87% | $19,923,097 | NEW |
| 5 | AMG | 5.41% | $124,241,751 | ▲ +0% |
| 6 | PVH | 2.41% | $55,280,868 | ▲ +0.7% |
| 7 | K | 4.95% | $113,575,900 | ▲ +0.4% |
| 8 | H | 2.81% | $64,594,864 | ▲ +0.1% |
| 9 | IBTA | 0.23% | $5,261,200 | NEW |
| 10 | FIS | 5.02% | $115,113,908 | ▲ +0.4% |
| 11 | LLYVA | 0.20% | $4,496,961 | NEW |
| 12 | FDX | 6.67% | $152,988,263 | ▲ +0.6% |
| 13 | MGM | 4.32% | $99,232,653 | ▲ +0.7% |
| 14 | IMKTA | 1.32% | $30,232,859 | ▲ +0% |
| 15 | HTHT | 1.59% | $36,583,327 | ▲ +0.1% |
| 16 | WEST | 2.36% | $54,082,645 | ▲ +0.2% |
| 17 | HDB | 0.34% | $7,917,415 | ▲ +0.1% |
| 18 | RXO | 0.06% | $1,411,525 | ▲ +0% |
| 19 | GOOG | 0.05% | $1,197,182 | ▲ +0% |
| 20 | BATRK | 1.69% | $38,779,853 | ▲ +0.2% |
| 21 | SN | 1.96% | $44,877,551 | ▲ +0.2% |
| 22 | CAH | 0.08% | $1,728,564 | ▲ +0% |
| 23 | XPO | 0.07% | $1,696,277 | ▲ +0% |
| 24 | SAM | 1.41% | $32,432,001 | ▲ +0.2% |