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Southeastern Asset Mgmt (Longleaf)

CIK: 0000807985 · Filing period: 2025-12-31
Steady Compounders

The team behind the Longleaf funds buys businesses at steep discounts to what they think they're really worth, then waits — sometimes for years.

1.2×
Trust Weight
53
Positions
0
In our model
4
New
18
Increasing
19
Decreasing
12
Unchanged
Recent Moves
What Southeastern Asset Mgmt opened, added to, or trimmed in their latest 13F — 25 position changes
Top 10 positions (% of portfolio)
Sector breakdown
All Holdings
53 positions, sorted by portfolio weight
← swipe to see all columns
# Company Ticker Sector % of Portfolio Activity Change
1 CNX RES CORP — Other 7.8% — Unchanged -0%
2 MATTEL INC — Other 7.6% ▲ Increasing +5%
3 IAC INC IBM Technology 7.0% ▲ Increasing +44%
4 REGENERON PHARMACEUTICALS REGN Other 5.7% ▲ Increasing +15%
5 POTLATCHDELTIC CORPORATION — Other 5.6% ▲ Increasing +48%
6 RAYONIER INC — Other 5.5% ▲ Increasing +26%
7 KRAFT HEINZ CO KHC Consumer Staples 4.8% ▲ Increasing +23%
8 ALBERTSONS COS INC — Other 4.7% ▲ Increasing +25%
9 FEDEX CORP FDX Other 4.6% ▼ Decreasing -4%
10 MGM RESORTS INTERNATIONAL — Other 3.3% ▲ Increasing +16%
11 BIO RAD LABS INC — Other 3.1% ▼ Decreasing -4%
12 ACM RESH INC — Other 3.0% ▲ Increasing +13%
13 WHITE MTNS INS GROUP LTD — Other 2.9% — Unchanged —
14 FORTUNE BRANDS INNOVATIONS I — Other 2.6% ▲ Increasing +16%
15 PVH CORPORATION — Other 2.2% ▼ Decreasing -21%
16 GCI LIBERTY INC — Other 2.2% ▲ Increasing +53%
17 FIDELITY NATL INFORMATION SV FIS Other 1.8% — Unchanged -1%
18 TRIPADVISOR INC — Other 1.8% ▲ Increasing +21%
19 AVANTOR INC — Other 1.8% ▼ Decreasing -31%
20 GRAHAM HLDGS CO — Other 1.8% — Unchanged +1%
21 DISNEY WALT CO DIS Other 1.6% ▲ Increasing +11%
22 CNH INDL N V CNH Other 1.5% — Unchanged —
23 SHENANDOAH TELECOMMUNICATION — Other 1.5% ▲ Increasing +20%
24 PAYPAL HLDGS INC PYPL Other 1.4% — Unchanged -1%
25 SHARKNINJA INC — Other 1.4% ▼ Decreasing -43%
26 BOSTON BEER INC — Other 1.3% ▲ Increasing +36%
27 DOLE PLC — Other 1.3% — Unchanged —
28 ALEXANDERS INC — Other 1.2% — Unchanged —
29 ATLANTA BRAVES HLDGS INC BATRA Other 1.2% — Unchanged —
30 EMPIRE ST RLTY TR INC — Other 1.1% ▲ Increasing +41%
31 CLEARWATER PAPER CORP — Other 1.1% ▲ Increasing +47%
32 MAGNUM ICE CREAM CO NV — Other 1.0% ● New NEW
33 LOUISIANA PAC CORP LPX Other 1.0% ● New NEW
34 NEW ORIENTAL ED & TECHNOLOGY — Other 0.9% ● New NEW
35 KASPI KZ JSC — Other 0.8% ▲ Increasing +35%
36 MELCO RESORTS AND ENTMNT LTD — Other 0.6% ▼ Decreasing -11%
37 H WORLD GROUP LTD — Other 0.5% ▼ Decreasing -74%
38 GCI LIBERTY INC — Other 0.1% — Unchanged —
39 CARDINAL HEALTH INC — Other 0.1% ▼ Decreasing -19%
40 XPO INC — Other 0.1% ▼ Decreasing -19%
41 AFFILIATED MANAGERS GROUP IN — Other 0.1% ▼ Decreasing -19%
42 HENRY SCHEIN INC — Other 0.1% ▼ Decreasing -19%
43 HYATT HOTELS CORP — Other 0.1% ▼ Decreasing -19%
44 ENOVIS CORPORATION — Other 0.1% ▼ Decreasing -19%
45 LIVE NATION ENTERTAINMENT IN LYV Other 0.1% ▼ Decreasing -19%
46 LAZARD INC — Other 0.0% ▼ Decreasing -19%
47 MADISON SQUARE GRDN SPRT COR — Other 0.0% ▼ Decreasing -20%
48 CLARIVATE PLC — Other 0.0% — Unchanged —
49 CONSTELLATION BRANDS INC STZ Consumer 0.0% — Unchanged —
50 HDFC BANK LTD — Other 0.0% ▼ Decreasing -79%
… and 3 more positions
#1 CNX RES CORP 7.8%
Other — Unchanged
#2 MATTEL INC 7.6%
Other ▲ Increasing +5%
#3 IAC INC 7.0%
IBM · Technology ▲ Increasing +44%
#4 REGENERON PHARMACEUTICALS 5.7%
REGN · Other ▲ Increasing +15%
#5 POTLATCHDELTIC CORPORATION 5.6%
Other ▲ Increasing +48%
#6 RAYONIER INC 5.5%
Other ▲ Increasing +26%
#7 KRAFT HEINZ CO 4.8%
KHC · Consumer Staples ▲ Increasing +23%
#8 ALBERTSONS COS INC 4.7%
Other ▲ Increasing +25%
#9 FEDEX CORP 4.6%
FDX · Other ▼ Decreasing -4%
#10 MGM RESORTS INTERNATIONAL 3.3%
Other ▲ Increasing +16%
#11 BIO RAD LABS INC 3.1%
Other ▼ Decreasing -4%
#12 ACM RESH INC 3.0%
Other ▲ Increasing +13%
#13 WHITE MTNS INS GROUP LTD 2.9%
Other — Unchanged
#14 FORTUNE BRANDS INNOVATIONS I 2.6%
Other ▲ Increasing +16%
#15 PVH CORPORATION 2.2%
Other ▼ Decreasing -21%
#16 GCI LIBERTY INC 2.2%
Other ▲ Increasing +53%
#17 FIDELITY NATL INFORMATION SV 1.8%
FIS · Other — Unchanged
#18 TRIPADVISOR INC 1.8%
Other ▲ Increasing +21%
#19 AVANTOR INC 1.8%
Other ▼ Decreasing -31%
#20 GRAHAM HLDGS CO 1.8%
Other — Unchanged
#21 DISNEY WALT CO 1.6%
DIS · Other ▲ Increasing +11%
#22 CNH INDL N V 1.5%
CNH · Other — Unchanged
#23 SHENANDOAH TELECOMMUNICATION 1.5%
Other ▲ Increasing +20%
#24 PAYPAL HLDGS INC 1.4%
PYPL · Other — Unchanged
#25 SHARKNINJA INC 1.4%
Other ▼ Decreasing -43%
#26 BOSTON BEER INC 1.3%
Other ▲ Increasing +36%
#27 DOLE PLC 1.3%
Other — Unchanged
#28 ALEXANDERS INC 1.2%
Other — Unchanged
#29 ATLANTA BRAVES HLDGS INC 1.2%
BATRA · Other — Unchanged
#30 EMPIRE ST RLTY TR INC 1.1%
Other ▲ Increasing +41%
#31 CLEARWATER PAPER CORP 1.1%
Other ▲ Increasing +47%
#32 MAGNUM ICE CREAM CO NV 1.0%
Other ● New
#33 LOUISIANA PAC CORP 1.0%
LPX · Other ● New
#34 NEW ORIENTAL ED & TECHNOLOGY 0.9%
Other ● New
#35 KASPI KZ JSC 0.8%
Other ▲ Increasing +35%
#36 MELCO RESORTS AND ENTMNT LTD 0.6%
Other ▼ Decreasing -11%
#37 H WORLD GROUP LTD 0.5%
Other ▼ Decreasing -74%
#38 GCI LIBERTY INC 0.1%
Other — Unchanged
#39 CARDINAL HEALTH INC 0.1%
Other ▼ Decreasing -19%
#40 XPO INC 0.1%
Other ▼ Decreasing -19%
#41 AFFILIATED MANAGERS GROUP IN 0.1%
Other ▼ Decreasing -19%
#42 HENRY SCHEIN INC 0.1%
Other ▼ Decreasing -19%
#43 HYATT HOTELS CORP 0.1%
Other ▼ Decreasing -19%
#44 ENOVIS CORPORATION 0.1%
Other ▼ Decreasing -19%
#45 LIVE NATION ENTERTAINMENT IN 0.1%
LYV · Other ▼ Decreasing -19%
#46 LAZARD INC 0.0%
Other ▼ Decreasing -19%
#47 MADISON SQUARE GRDN SPRT COR 0.0%
Other ▼ Decreasing -20%
#48 CLARIVATE PLC 0.0%
Other — Unchanged
#49 CONSTELLATION BRANDS INC 0.0%
STZ · Consumer — Unchanged
#50 HDFC BANK LTD 0.0%
Other ▼ Decreasing -79%
… and 3 more positions
⚠ Disclaimer: Holdings data from SEC EDGAR 13F filings for Southeastern Asset Mgmt (Longleaf), delayed up to 135 days after quarter-end. This is not investment advice. The investor may have already changed these positions.

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