Asset Manager · CIK 0000807985

Southeastern Asset

Longleaf

Mid-Size Fund

Southeastern Asset runs Longleaf, an asset manager overseeing $2.25B in disclosed equity holdings (SEC CIK 0000807985). The latest portfolio (2025Q4) discloses 53 positions across 10 sectors, with the largest positions in CNX, MAT and IAC. On a mark-to-market basis the tracked portfolio has returned 4.2% over the past year. OpenStocks tracks 40 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.

Track Southeastern's filings View holdings

Portfolio

$2.25B

Positions

Quarter

2025Q4

Filings tracked

1Y+4.2%3Y+69.0%5Y+59.3%10Y+8.5%Full performance →

Quarter

2025Q4 2025Q3 2025Q2 2025Q1 2024Q4 2024Q3 2024Q2 2024Q1 2023Q4 2023Q3 2023Q2 2023Q1

Biggest winner since filing

CNXCNX RES CORP

+130.5%

+$103.7M

Biggest loser since filing

IACIAC INTERACTIVECORP NEW

-39.0%

−$113.2M

Investment strategy

Southeastern Asset is a mid-size fund. Disclosed equity book is between $1B and $10B.

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