Longleaf Partners — Recent Sells
Southeastern Asset Management · Sold and reduced positions in the Q2 '26 13F filing.
Filed August 14, 2026 · Last updated
Longleaf Partners fully exited 4 positions and reduced 22 existing holdings in the Q2 '26 filing — a combined sell footprint of approximately $206.2M. Largest exit: BIO RAD LABS INC (was $45.4M).
Fully exited (4)
Reduced positions (22)
| Ticker | Company | Shares Now | Value Now | % Portfolio | Change |
|---|---|---|---|---|---|
| MAT | MATTEL INC | 12322555 | $171.0M | 8.92% | -3.8% |
| PPLI | PEOPLE INC | 3131835 | $144.6M | 7.54% | -22.1% |
| FBIN | FORTUNE BRANDS INNOVATIONS I | 1687109 | $92.6M | 4.83% | -21.6% |
| KHC | KRAFT HEINZ CO | 3607946 | $85.2M | 4.45% | -8.6% |
| FDX | FEDEX CORP | 194828 | $61.0M | 3.18% | -21.3% |
| MGM | MGM RESORTS INTERNATIONAL | 1169513 | $55.9M | 2.92% | -29.7% |
| PVH | PVH CORPORATION | 629897 | $46.8M | 2.44% | -14.5% |
| CNH | CNH INDL N V | 3518270 | $39.5M | 2.06% | -5.3% |
| SHEN | SHENANDOAH TELECOMMUNICATION | 2616797 | $39.5M | 2.06% | -11.0% |
| WTM | WHITE MTNS INS GROUP LTD | 17104 | $35.5M | 1.85% | -9.3% |
| GHC | GRAHAM HLDGS CO | 29156 | $33.3M | 1.74% | -22.8% |
| BATRB | ATLANTA BRAVES HLDGS INC | 605091 | $31.4M | 1.64% | -9.8% |
| TRIP | TRIPADVISOR INC | 2258466 | $31.0M | 1.62% | -50.9% |
| FIS | FIDELITY NATL INFORMATION SV | 769137 | $29.9M | 1.56% | -7.1% |
| DOLE | DOLE PLC | 1752155 | $24.0M | 1.25% | -9.4% |
| NWOEF | NEW ORIENTAL ED & TECHNOLOGY | 411598 | $18.9M | 0.99% | -21.2% |
| KSPI | KASPI KZ JSC | 212999 | $18.5M | 0.96% | -11.5% |
| ACMR | ACM RESH INC | 139478 | $17.7M | 0.92% | -82.2% |
| MICC | MAGNUM ICE CREAM CO NV | 1001588 | $17.4M | 0.91% | -38.2% |
| HTHT | H WORLD GROUP LTD | 205682 | $8.6M | 0.45% | -11.1% |
| MLCO | MELCO RESORTS AND ENTMNT LTD | 1607854 | $8.5M | 0.44% | -10.5% |
| GLIBK | LIBERTY CAP CORP | 72692 | $1.6M | 0.08% | -9.9% |