Longleaf Partners – Southeastern Asset Management·CIK 807985
44
Positions
$2.1B
Portfolio Value
28
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q4 2024
Portfolio Value Over Time
| 3 | WBD | 2.60% | $55,038,670 | SOLD |
| 4 | CNX | 7.77% | $164,543,570 | ▼ -1.7% |
| 5 | SN | 2.02% | $42,681,845 | ▼ -1% |
| 6 | LLYVKXXXX | 0.51% | $10,843,252 | ▼ -0.8% |
| 7 | MAT | 6.39% | $135,321,460 | ▼ -0.8% |
| 8 | MLCO | 1.42% | $30,155,397 | ▼ -0.8% |
| 9 | PYPL | 2.34% | $49,463,483 | ▼ -0.8% |
| 10 | HTHT | 1.45% | $30,781,351 | ▼ -0.4% |
| 11 | GHC | 2.43% | $51,494,724 | ▼ -0.4% |
| 12 | FIS | 5.53% | $117,161,650 | ▼ -0.4% |
| 13 | HHH | 0.79% | $16,722,024 | ▼ -0.4% |
| 14 | HOUS | 0.54% | $11,520,046 | ▼ -0.3% |
| 15 | PCH | 1.83% | $38,824,766 | ▼ -0.3% |
| 16 | BIO | 4.78% | $101,335,151 | ▼ -0.2% |
| 17 | ESRT | 0.76% | $16,068,426 | ▼ -0.2% |
| 18 | RTX | 2.87% | $60,752,190 | ▼ -0.2% |
| 19 | IAC | 5.60% | $118,718,692 | ▼ -0.2% |
| 20 | MGM | 3.94% | $83,476,943 | ▼ -0.1% |
| 21 | LLYVA | 0.17% | $3,678,039 | ▼ -0.1% |
| 22 | HDB | 0.19% | $4,054,408 | ▼ -0.1% |
| 23 | OSCR | 1.99% | $42,081,769 | ▼ -0.1% |
| 24 | BATRK | 1.54% | $32,559,911 | ▼ -0.1% |
| 25 | PK | 1.54% | $32,515,460 | ▼ -0% |
| 26 | SEG | 0.05% | $974,315 | SOLD |
| 27 | FDX | 5.72% | $121,067,272 | ▼ -0% |
| 28 | WEST | 1.48% | $31,329,132 | ▼ -0% |
| 29 | RXO | 0.06% | $1,286,836 | ▼ -0% |
| 30 | SEGRT | – | $0 | SOLD |