Longleaf Partners – Southeastern Asset Management·CIK 807985
49
Positions
$2.0B
Portfolio Value
28
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2025
Portfolio Value Over Time
| 3 | DIS | 1.82% | $36,003,824 | NEW |
| 4 | ANGI | 1.59% | $31,552,308 | NEW |
| 5 | ACMR | 1.55% | $30,710,770 | NEW |
| 6 | CLW | 1.29% | $25,548,968 | NEW |
| 7 | KHC | 4.78% | $94,869,419 | ▲ +0.8% |
| 8 | SHEN | 1.58% | $31,255,009 | ▲ +1% |
| 9 | MLCO | 2.33% | $46,252,269 | ▲ +0.9% |
| 10 | KSPI | 0.81% | $16,027,741 | NEW |
| 11 | ALX | 0.72% | $14,308,496 | NEW |
| 12 | REGN | 4.25% | $84,305,025 | ▲ +0.4% |
| 13 | MAT | 7.18% | $142,383,627 | ▲ +0.1% |
| 14 | TRIP | 1.70% | $33,811,871 | ▲ +0.4% |
| 15 | ESRT | 1.07% | $21,277,832 | ▲ +0.4% |
| 16 | SN | 2.65% | $52,629,023 | ▲ +0.2% |
| 17 | PYPL | 2.12% | $42,054,714 | ▲ +0.1% |
| 18 | MGM | 3.08% | $61,045,828 | ▲ +0% |
| 19 | ACH | 0.06% | $1,141,140 | NEW |
| 20 | HSIC | 0.08% | $1,531,274 | ▲ +0% |
| 21 | XPO | 0.10% | $2,018,115 | ▲ +0% |