Longleaf Partners – Southeastern Asset Management·CIK 807985
49
Positions
$2.0B
Portfolio Value
28
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q3 2025
Portfolio Value Over Time
| NEW |
| 3 | PCH | 4.43% | $86,868,976 | ▲ +2.6% |
| 4 | GLIBK | 1.64% | $32,189,764 | NEW |
| 5 | ACMR | 2.97% | $58,134,932 | ▲ +1.4% |
| 6 | WTM | 2.70% | $52,906,951 | ▲ +0.8% |
| 7 | ALX | 1.47% | $28,774,737 | ▲ +0.8% |
| 8 | ACI | 4.42% | $86,567,147 | ▲ +0.7% |
| 9 | TRIP | 1.95% | $38,129,439 | ▲ +0.3% |
| 10 | HTHT | 1.75% | $34,294,073 | ▲ +0.2% |
| 11 | GLIBA | 0.15% | $3,029,750 | NEW |
| 12 | SAM | 1.18% | $23,095,098 | ▲ +0.2% |
| 13 | CNX | 7.79% | $152,654,444 | ▲ +0.2% |
| 14 | FDX | 4.51% | $88,282,548 | ▲ +0.2% |
| 15 | SHEN | 1.68% | $32,855,381 | ▲ +0.1% |
| 16 | FBIN | 2.77% | $54,222,990 | ▲ +0.1% |
| 17 | GHC | 2.12% | $41,626,150 | ▲ +0.1% |
| 18 | ENOV | 0.08% | $1,652,347 | ▲ +0% |
| 19 | STZ | 0.03% | $493,027 | NEW |
| 20 | CLVT | 0.02% | $466,980 | NEW |
| 21 | SN | 2.67% | $52,340,167 | ▲ +0% |
| 22 | KHC | 4.83% | $94,717,219 | ▲ +0% |