Longleaf Partners – Southeastern Asset Management·CIK 807985
43
Positions
$1.9B
Portfolio Value
28
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q1 2025
Portfolio Value Over Time
| ▼ -1.8% |
| 3 | FDX | 5.05% | $94,760,698 | ▼ -0.7% |
| 4 | MGM | 3.05% | $57,174,461 | ▼ -0.9% |
| 5 | BIO | 4.20% | $78,865,946 | ▼ -0.6% |
| 6 | FIS | 5.17% | $96,910,966 | ▼ -0.4% |
| 7 | PVH | 2.09% | $39,151,543 | ▼ -0.5% |
| 8 | OSCR | 1.47% | $27,488,851 | ▼ -0.5% |
| 9 | H | 2.55% | $47,897,377 | ▼ -0.4% |
| 10 | PYPL | 1.99% | $37,263,818 | ▼ -0.3% |
| 11 | KHC | 3.99% | $74,918,080 | ▼ -0.1% |
| 12 | HOUS | 0.54% | $11,520,046 | SOLD |
| 13 | LLYVKXXXX | 0.51% | $10,843,252 | SOLD |
| 14 | PK | 1.32% | $24,681,245 | ▼ -0.2% |
| 15 | SAM | 1.35% | $25,392,752 | ▼ -0.2% |
| 16 | CNH | 2.53% | $47,434,766 | ▼ -0% |
| 17 | ESRT | 0.65% | $12,175,880 | ▼ -0.1% |
| 18 | LLYVA | 0.17% | $3,678,039 | SOLD |
| 19 | HDB | 0.17% | $3,117,498 | ▼ -0% |
| 20 | XPO | 0.09% | $1,719,128 | ▼ -0% |