Longleaf Partners — Recent Buys
Southeastern Asset Management · New and increased positions in the Q2 '26 13F filing.
Filed August 14, 2026 · Last updated
Longleaf Partners opened 2 new positions and increased 10 existing holdings in the Q2 '26 filing — a combined buy footprint of $862.7M. Largest new position: ABBOTT LABORATORIES at $76.3M.
New positions (2)
Increased positions (10)
| Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|
| RYN | RAYONIER INC | 9491347 | $202.0M | 10.54% | +-11.8% |
| CNX | CNX RES CORP | 4663053 | $158.2M | 8.25% | +16.2% |
| ACI | ALBERTSONS COMPANIES INC | 8636262 | $116.8M | 6.09% | +16.4% |
| REGN | REGENERON PHARMACEUTICALS | 152322 | $95.0M | 4.95% | +16.6% |
| ESRT | EMPIRE ST RLTY TR INC | 8696434 | $47.0M | 2.45% | +34.3% |
| AVTR | AVANTOR INC | 4725478 | $46.8M | 2.44% | +34.2% |
| GLIBK | LIBERTY CAP CORP | 1935424 | $41.7M | 2.18% | +46.5% |
| SAM | BOSTON BEER INC | 146043 | $25.9M | 1.35% | +23.3% |
| CLW | CLEARWATER PAPER CORP | 1539556 | $24.1M | 1.26% | +0.9% |
| SN | SHARKNINJA INC | 63234 | $9.6M | 0.50% | +-74.8% |