← Holdings

Southeastern

Southeastern Asset Management, Inc.Data: SEC EDGAR 13F · Filed 2026-08-14 · 13F filings are quarterly snapshots disclosed up to 45 days late; current positions may differ — not a real-time trading signal.
Period
2026 Q2
Total value
$1.9B
AUM QoQ -5.7%
Positions
47 positions
Filing date
2026-08-14
Letters & ResearchFull archive (76) →
2026-08-01Research Perspectives – August 2026This report says that big stock price swings after earnings reports create chances to buy good companies at a discount. The author is optimistic. They added to Magnum Ice Cream (spun off from Unilever…2026-06-302Q26 Small-Cap Fund CommentaryThis commentary explains how the U.S. small-cap stock market got super speculative in the second quarter of 2026, especially with AI and tech stocks. The fund’s strategy of buying cheap, solid compani…2026-06-302Q26 Partners Fund CommentaryThis letter explains how the market went crazy for AI stocks in early 2026, bidding up companies like Microsoft even though their real cash earnings (free cash flow) haven't grown since 2019. Meanwhil…2026-06-302Q26 Global Fund CommentarySoutheastern's Longleaf Partners fund fell behind the market in Q2 2026 because it avoided overpriced AI stocks. They argue that AI hyped companies now have lower free cash flow (actual profits) than…2026-05-01Research Perspectives – May 2026This report explains why a value fund called Longleaf Partners made money but lagged behind the market. The reason: today's value indexes are packed with expensive AI, bank, and oil stocks that are no…2026-03-311Q26 Small-Cap Fund CommentaryThis fund commentary argues that the market is overreacting to short-term earnings disappointments, creating big gaps between stock prices and true value. For ordinary investors, that means potential…
Year
Quarter
2 new positions · 8 adds · 24 trims · biggest add GLIBK +46.5%
#CompanyPeriod priceTodayValueWeight %Shares (QoQ)Change %
1
Rayonier Inc
RYN
$21.28
$202M
10.54%
9.49M
10.76M
-11.81%
-1.27M sh
2
Mattel Inc
MAT
$13.88
$171M
8.92%
12.32M
12.81M
-3.82%
-490K sh
3
Cnx Res Corp
CNX
$33.93
$158M
8.25%
4.66M
4.01M
+16.17%
+649K sh
4
People Inc
PPLI
$46.16
$145M
7.54%
3.13M
4.02M
-22.15%
-891K sh
5
Albertsons Companies Inc
ACI
$13.53
$117M
6.09%
8.64M
7.42M
+16.39%
+1.22M sh
6
Regeneron Pharmaceuticals
REGN
$623.54
$95M
4.95%
152K
131K
+16.58%
+22K sh
7
Fortune Brands Innovations I
FBIN
$54.9
$93M
4.83%
1.69M
2.15M
-21.65%
-466K sh
8
Kraft Heinz Co
KHC
$23.62
$85M
4.45%
3.61M
3.95M
-8.63%
-341K sh
9
Abbott Laboratories
ABT
$90.74
$76M
3.98%
841K
New
10
Fedex Corp
FDX
$313.13
$61M
3.18%
195K
247K
-21.28%
-53K sh
11
Mgm Resorts International
MGM
$47.81
$56M
2.92%
1.17M
1.66M
-29.67%
-493K sh
12
Empire St Rlty Tr Inc
ESRT
$5.41
$47M
2.45%
8.70M
6.47M
+34.34%
+2.22M sh
13
Avantor Inc
AVTR
$9.9
$47M
2.44%
4.73M
3.52M
+34.24%
+1.21M sh
14
Pvh Corporation
PVH
$74.26
$47M
2.44%
630K
737K
-14.52%
-107K sh
15
Liberty Cap Corp
GLIBK
$21.56
$42M
2.18%
1.94M
1.32M
+46.5%
+614K sh
16
Cnh Indl N V
CNHI
$11.23
$40M
2.06%
3.52M
3.72M
-5.34%
-199K sh
17
Shenandoah Telecommunication
SHEN
$15.08
$39M
2.06%
2.62M
2.94M
-11%
-323K sh
18
White Mtns Ins Group Ltd
$2073.39
$35M
1.85%
17K
19K
-9.33%
-2K sh
19
Graham Hldgs Co
GHC
$1141.42
$33M
1.74%
29K
38K
-22.79%
-9K sh
20
Atlanta Braves Hldgs Inc
BATRB
$51.9
$31M
1.64%
605K
671K
-9.82%
-66K sh
21
Tripadvisor Inc
TRIP
$13.71
$31M
1.62%
2.26M
4.60M
-50.88%
-2.34M sh
22
Fidelity Natl Information Sv
FIS
$38.88
$30M
1.56%
769K
828K
-7.05%
-58K sh
23
Alexanders Inc
ALX
$275.56
$27M
1.42%
99K
99K
24
Boston Beer Inc
SAM
$177.03
$26M
1.35%
146K
118K
+23.35%
+28K sh
25
Clearwater Paper Corp
CLW
$15.68
$24M
1.26%
1.54M
1.53M
+0.92%
+14K sh
26
Dole Plc
$13.72
$24M
1.25%
1.75M
1.93M
-9.39%
-182K sh
27
Tencent Music Entmt Group
TME
$8.35
$19M
1%
2.31M
New
28
New Oriental Ed & Technology
EDU
$45.91
$19M
0.99%
412K
522K
-21.19%
-111K sh
29
Kaspi Kz Jsc
KSPI
$86.64
$18M
0.96%
213K
241K
-11.48%
-28K sh
30
Acm Resh Inc
ACMR
$126.89
$18M
0.92%
139K
783K
-82.18%
-643K sh
31
Magnum Ice Cream Co Nv
WALL
$17.41
$17M
0.91%
1.00M
1.62M
-38.16%
-618K sh
32
Sharkninja Inc
SN
$152.27
$10M
0.5%
63K
251K
-74.77%
-187K sh
33
H World Group Ltd
HTHT
$41.72
$9M
0.45%
206K
231K
-11.1%
-26K sh
34
Melco Resorts And Entmnt Ltd
MLCO
$5.27
$8M
0.44%
1.61M
1.80M
-10.54%
-189K sh
35
Affiliated Managers Group
AMG
$338.4
$2M
0.1%
6K
6K
36
Cardinal Health Inc
CAH
$237.56
$2M
0.09%
7K
7K
37
Liberty Cap Corp
GLIBA
$21.9
$2M
0.08%
73K
81K
-9.9%
-8K sh
38
Live Nation Entertainment In
LYV
$183.11
$2M
0.08%
8K
8K
39
Hyatt Hotels Corp
H
$193.84
$1M
0.08%
8K
8K
40
Schein Henry Inc
HSIC
$83.52
$1M
0.07%
17K
17K
41
Xpo Inc
XPO
$205.29
$1M
0.07%
6K
6K
42
Madison Square Grdn Sprt Cor
MSGS
$401.84
$1M
0.07%
3K
3K
43
Rxo Inc
RXO
$27.59
$1M
0.06%
44K
44K
44
Paypal Hldgs Inc
PYPL
$43.18
$1M
0.05%
22K
22K
45
Enovis Corporation
ENOV
$20.7
$1M
0.05%
44K
44K
46
Lazard Inc
LAZ
$41.94
$1M
0.04%
19K
19K
47
Hdfc Bank Ltd
HDB
$25.83
$0M
0.01%
10K
10K