← All Managers

Longleaf Partners

Southeastern Asset Management

Concentrated value fund

$2.03B

Portfolio Value

49

Holdings

Q1 '26

Period

2026-05-15

Filed

📉

Simulated 13F Return

⚠️ Approximation

Total Return

+9.83%

Q1 '25Q4 '25

Annualized

+13.26%/yr

S&P: +26.24%/yr

Alpha (vs S&P)

-9.35%

3 quarters tracked

1-Year Return

⚠️ Approximation only. 13F filings are delayed ~45 days. Options, shorts, and intra-quarter trades not captured.

📈 Recent Activity

Changes from previous quarter

RYNREDUCED
10.9% of portfolio
+90% shares+5.4pp
MATREDUCED
9.2% of portfolio
+49% shares+1.6pp
IACINCREASED
7.9% of portfolio
+1% shares+1.0pp
CNXREDUCED
7.6% of portfolio
-15% shares-0.1pp
ACIINCREASED
6.2% of portfolio
+20% shares+1.5pp
REGNREDUCED
5.0% of portfolio
-21% shares-0.7pp
KHCREDUCED
4.4% of portfolio
-12% shares-0.5pp
FDXREDUCED
4.3% of portfolio
-31% shares-0.3pp
FBININCREASED
4.1% of portfolio
+83% shares+1.5pp
MGMREDUCED
3.0% of portfolio
-18% shares-0.3pp
TRIPINCREASED
2.4% of portfolio
+62% shares+0.6pp
BIOREDUCED
2.2% of portfolio
-28% shares-0.8pp
WTMREDUCED
2.0% of portfolio
-40% shares-0.9pp
GHMINCREASED
2.0% of portfolio
+6% shares+0.2pp
FISINCREASED
1.9% of portfolio
+33% shares+0.1pp
ESRTINCREASED
1.7% of portfolio
+75% shares+0.6pp
ACMRINCREASED
1.5% of portfolio
-53% shares-1.4pp
NWOEFINCREASED
1.5% of portfolio
+38% shares+0.5pp
AVTRREDUCED
1.4% of portfolio
-1% shares-0.5pp
SAMREDUCED
1.3% of portfolio
-20% shares+0.1pp
SNREDUCED
1.3% of portfolio
-13% shares-0.1pp
MICCINCREASED
1.2% of portfolio
+13% shares+0.2pp
ALXINCREASED
1.2% of portfolio
-19% shares-0.0pp
CLWINCREASED
1.1% of portfolio
+10% shares
CAHREDUCED
0.1% of portfolio
-15% shares
XPOINCREASED
0.1% of portfolio
-51% shares-0.0pp
PYPLREDUCED
<0.1% of portfolio
-96% shares-1.4pp
PCHSOLD
was 5.6%
Sold out position
Filing price: $39.78
DISSOLD
was 1.6%
Sold out position
Filing price: $113.77
LPXSOLD
was 1.0%
Sold out position
Filing price: $80.76
OMISOLD
was <0.1%
Sold out position
Filing price: $2.80

Sold Out (4)

SOLDLPXLOUISIANA PAC CORPwas 0.98%@$80.76
SOLDPCHPOTLATCHDELTIC CORPORATIONwas 5.60%@$39.78
SOLDDISDISNEY WALT COwas 1.61%@$113.77
SOLDOMIOWENS & MINOR INC NEWwas 0.02%@$2.80

📊 Sector Breakdown

Portfolio allocation by sector

Unknown 84.9%Consumer Discretionary 5.6%Healthcare 5.0%Consumer Staples 4.4%Communication Services 0.1%+1 more (0.0%)

💼 Holdings

🔍

49 of 49 positions · $2.03B

This quarter: increased 13, reduced 14, sold 4. Net seller.

RYNREDUCED
10.9%
10.9% of portfolio (was 5.5%, trimmed)
Filed ~$21
📄
MATREDUCED
9.2%
9.2% of portfolio (was 7.6%, trimmed)
Filed ~$15
📄
IACINCREASED
7.9%
7.9% of portfolio (was 6.9%, added)
Filed ~$40
📄
CNXREDUCED
7.6%
7.6% of portfolio (was 7.8%, trimmed)
Filed ~$39
📄
ACIINCREASED
6.2%
6.2% of portfolio (was 4.7%, added)
Filed ~$17
📄
REGNREDUCED
5.0%
5.0% of portfolio (was 5.7%, trimmed)
Filed ~$773
📄
KHCREDUCED
4.4%
4.4% of portfolio (was 4.8%, trimmed)
Filed ~$22
📄
FDXREDUCED
4.3%
4.3% of portfolio (was 4.6%, trimmed)
Filed ~$356
📄
FBININCREASED
4.1%
4.1% of portfolio (was 2.6%, added)
Filed ~$39
📄
MGMREDUCED
3.0%
3.0% of portfolio (was 3.3%, trimmed)
Filed ~$37
📄
2.5%
2.5% of portfolio
Filed ~$70
📄
2.4%
2.4% of portfolio
Filed ~$37
📄
TRIPINCREASED
2.4%
2.4% of portfolio (was 1.8%, added)
Filed ~$11
📄
BIOREDUCED
2.2%
2.2% of portfolio (was 3.1%, trimmed)
Filed ~$279
📄
2.2%
2.2% of portfolio
Filed ~$15
📄
WTMREDUCED
2.0%
2.0% of portfolio (was 2.9%, trimmed)
Filed ~$2197
📄
2.0%
2.0% of portfolio
Filed ~$11
📄
GHMINCREASED
2.0%
2.0% of portfolio (was 1.7%, added)
Filed ~$1057
📄
FISINCREASED
1.9%
1.9% of portfolio (was 1.8%, added)
Filed ~$47
📄
ESRTINCREASED
1.7%
1.7% of portfolio (was 1.1%, added)
Filed ~$5
📄
ACMRINCREASED
1.5%
1.5% of portfolio (was 3.0%, added)
Filed ~$39
📄
NWOEFINCREASED
1.5%
1.5% of portfolio (was 0.9%, added)
Filed ~$57
📄
1.4%
1.4% of portfolio
Filed ~$43
📄
1.4%
1.4% of portfolio
Filed ~$14
📄
AVTRREDUCED
1.4%
1.4% of portfolio (was 1.8%, trimmed)
Filed ~$8
📄
125 of 49

🚫 Sold Out (4 positions)

SOLDLPXLOUISIANA PAC CORPwas 0.98%@$80.76272123 shares · $22.0M
SOLDPCHPOTLATCHDELTIC CORPORATIONwas 5.60%@$39.783162963 shares · $125.8M
SOLDDISDISNEY WALT COwas 1.61%@$113.77317175 shares · $36.1M
SOLDOMIOWENS & MINOR INC NEWwas 0.02%@$2.80181735 shares · $509K