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 | HTHT | 0.48% | $10,886,053 | ▼ -1.3% |
| 4 | CNX | 7.76% | $174,136,249 | ▼ -0% |
| 5 | SN | 1.44% | $32,368,865 | ▼ -1.2% |
| 6 | ACMR | 2.95% | $66,283,140 | ▼ -0% |
| 7 | CNH | 1.53% | $34,268,969 | ▼ -0.5% |
| 8 | PYPL | 1.44% | $32,346,840 | ▼ -0.5% |
| 9 | MLCO | 0.61% | $13,605,213 | ▼ -0.3% |
| 10 | FBIN | 2.62% | $58,928,712 | ▼ -0.1% |
| 11 | RYN | 5.48% | $122,949,067 | ▼ -0.6% |
| 12 | DIS | 1.61% | $36,085,000 | ▼ -0.1% |
| 13 | TRIP | 1.84% | $41,325,022 | ▼ -0.1% |
| 14 | DOLE | 1.29% | $28,986,283 | ▼ -0% |
| 15 | BIO | 3.07% | $68,969,614 | ▼ -0.3% |
| 16 | GHC | 1.75% | $39,243,090 | ▼ -0.4% |
| 17 | ALX | 1.19% | $26,743,853 | ▼ -0.3% |
| 18 | BATRK | 1.18% | $26,471,503 | ▼ -0.2% |
| 19 | HDB | 0.02% | $382,281 | ▼ -0.1% |
| 20 | SHEN | 1.51% | $33,989,822 | ▼ -0.2% |
| 21 | ACH | 0.02% | $508,858 | ▼ -0% |
| 22 | LYV | 0.05% | $1,201,845 | ▼ -0% |
| 23 | ENOV | 0.05% | $1,179,033 | ▼ -0% |
| 24 | LAZ | 0.04% | $903,604 | ▼ -0% |
| 25 | XPO | 0.08% | $1,768,461 | ▼ -0% |
| 26 | RXO | 0.02% | $552,760 | ▼ -0% |
| 27 | H | 0.06% | $1,239,755 | ▼ -0% |
| 28 | HSIC | 0.06% | $1,287,732 | ▼ -0% |
| 29 | FIS | 1.84% | $41,348,023 | ▼ -0.3% |
| 30 | GLIBA | 0.13% | $2,974,487 | ▼ -0% |