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
| ▼ -0.6% |
| 3 | LYV | 3.69% | $84,596,882 | ▼ -1.1% |
| 4 | MAT | 5.82% | $133,470,339 | ▼ -0.7% |
| 5 | BIO | 3.87% | $88,764,300 | ▼ -0.7% |
| 6 | CNH | 3.10% | $71,181,666 | ▼ -0.6% |
| 7 | IAC | 4.97% | $114,064,852 | ▼ -0.3% |
| 8 | RTX | 2.36% | $54,108,604 | ▼ -0.6% |
| 9 | WBD | 3.51% | $80,585,572 | ▼ -0.4% |
| 10 | DEI | 0.71% | $18,465,741 | SOLD |
| 11 | HOUS | 0.83% | $19,059,093 | ▼ -0.5% |
| 12 | PYPL | 2.13% | $48,888,127 | ▼ -0.2% |
| 13 | GHC | 2.51% | $57,570,166 | ▼ -0.1% |
| 14 | WMG | 2.90% | $66,466,609 | ▼ -0% |
| 15 | OSCR | 1.66% | $37,986,857 | ▼ -0.1% |
| 16 | PCH | 1.50% | $34,352,846 | ▼ -0.1% |
| 17 | PK | 1.58% | $36,371,560 | ▼ -0% |
| 18 | ESRT | 1.11% | $25,478,078 | ▼ -0.1% |