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
| ▼ -2.1% |
| 3 | TIGO | 1.96% | $38,880,147 | SOLD |
| 4 | FIS | 2.11% | $41,285,627 | ▼ -1.8% |
| 5 | ANGI | 1.59% | $31,552,308 | SOLD |
| 6 | MLCO | 0.94% | $18,435,542 | ▼ -1.4% |
| 7 | OSCR | 0.95% | $18,907,014 | SOLD |
| 8 | PVH | 4.00% | $78,358,290 | ▼ -0.7% |
| 9 | WEST | 0.77% | $15,300,108 | SOLD |
| 10 | IAC | 4.81% | $94,289,100 | ▼ -0.7% |
| 11 | PK | 0.69% | $13,686,492 | SOLD |
| 12 | BIO | 3.40% | $66,523,650 | ▼ -0.4% |
| 13 | CNH | 2.06% | $40,327,367 | ▼ -0.4% |
| 14 | DOLE | 1.33% | $25,989,035 | ▼ -0.4% |
| 15 | CLW | 0.99% | $19,471,240 | ▼ -0.3% |
| 16 | MAT | 7.01% | $137,354,612 | ▼ -0.2% |
| 17 | PYPL | 1.91% | $37,497,002 | ▼ -0.2% |
| 18 | BATRK | 1.42% | $27,907,472 | ▼ -0.2% |
| 19 | DIS | 1.67% | $32,730,971 | ▼ -0.2% |
| 20 | REGN | 4.15% | $81,308,178 | ▼ -0.1% |
| 21 | KSPI | 0.74% | $14,575,306 | ▼ -0.1% |
| 22 | HDB | 0.09% | $1,703,696 | ▼ -0.1% |
| 23 | ESRT | 1.03% | $20,146,872 | ▼ -0% |
| 24 | LYV | 0.09% | $1,696,092 | ▼ -0% |