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 60.2% since 2016Q1. OpenStocks tracks 40 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.
Not enough filing history to compute mark-to-market returns for Southeastern Asset.
We need at least one year of portfolio coverage with priceable positions.
We mark Southeastern Asset (Longleaf)'s disclosed portfolio to current market prices and compare its growth against the S&P 500 (SPY). Southeastern’s portfolio is 60.2% since 2016Q1.