Longleaf Partners – Southeastern Asset Management·CIK 807985
53
Positions
$2.2B
Portfolio Value
28
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q4 2025
Portfolio Value Over Time
| 3 | PCH | 5.60% | $125,822,668 | ▲ +1.2% |
| 4 | MAT | 7.57% | $170,035,308 | ▲ +0.6% |
| 5 | MICC | 1.01% | $22,671,063 | NEW |
| 6 | LPX | 0.98% | $21,976,653 | NEW |
| 7 | EDU | 0.93% | $20,887,242 | NEW |
| 8 | ACI | 4.72% | $105,882,445 | ▲ +0.3% |
| 9 | GLIBK | 2.19% | $49,158,503 | ▲ +0.6% |
| 10 | FDX | 4.62% | $103,735,981 | ▲ +0.1% |
| 11 | KHC | 4.85% | $108,836,813 | ▲ +0% |
| 12 | MGM | 3.30% | $74,197,635 | ▲ +0.2% |
| 13 | WTM | 2.93% | $65,773,805 | ▲ +0.2% |
| 14 | SAM | 1.29% | $28,878,655 | ▲ +0.1% |
| 15 | CLW | 1.07% | $24,028,182 | ▲ +0.1% |
| 16 | KSPI | 0.84% | $18,800,266 | ▲ +0.1% |
| 17 | ESRT | 1.08% | $24,151,619 | ▲ +0.1% |
| 18 | FISV | 0.01% | $268,008 | NEW |