FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,189.00-0.08%
XLE57.060.33%
STOXX50E5,860.32-0.39%
XLF51.780.70%
FTSE10,321.09-0.56%
IXIC24,859.940.09%
RUT2,786.92-0.00%
GSPC7,172.940.11%
Temp30.1°C
UV12.4
Feels35.1°C
Humidity62%
Wind13 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time1:39 PM

Institutional Manager · CIK 0000807985

SOUTHEASTERN ASSET MANAGEMENT INC/TN/

MEMPHIS, TN · File #028-01399

Latest AUM
$2.25B
Positions
92
Top-10 Concentration
50.5%
Filings
9

Portfolio Value Over Time

2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

ActionIssuerTicker / CUSIPΔ SharesFlow ($)Price Effect
ADDIAC INCIAC+1,080,300+$42.2M+$11.4M
ADDPOTLATCHDELTIC CORPORATION737630103+955,591+$38.0M-$1.8M
ADDRAYONIER INCRYN+1,147,193+$24.8M-$19.3M
REDUCESHARKNINJA INCSN-218,152-$24.4M+$4.4M
ADDALBERTSONS COS INC013091103+1,222,843+$21.0M-$1.4M
NEWNEW ORIENTAL ED & TECHNOLOGY647581206+379,561+$20.9M$0
NEWLOUISIANA PAC CORPLPX+231,095+$18.7M$0
ADDGCI LIBERTY INCGLIBK+456,773+$17.0M-$51,733
REDUCEH WORLD GROUP LTDHWLDF-356,629-$16.8M+$4.7M
ADDREGENERON PHARMACEUTICALSREGN+21,285+$16.4M+$24.6M

Sector Allocation

Industrials
10.1%$226.2M
Consumer Staples
8.4%$189.9M
Energy
7.8%$174.1M
Healthcare
7.7%$172.9M
Real Estate
6.7%$149.7M
Financials
1.5%$33.6M
Materials
1.1%$24.0M
Technology
0.0%$675,244

Filing History

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1CNX RES CORPCNX4,193,509$154.2M7.10%
2MATTEL INCMAT7,484,746$148.5M6.83%
3IAC INCIAC3,338,960$130.6M6.01%
4POTLATCHDELTIC CORPORATION7376301032,828,076$112.5M5.18%
5RAYONIER INCRYN5,091,421$110.2M5.07%
6REGENERON PHARMACEUTICALSREGN138,602$107.0M4.92%
7KRAFT HEINZ COKHC3,815,725$92.5M4.26%
8ALBERTSONS COS INC0130911035,296,811$90.9M4.19%
9FEDEX CORPFDX293,507$84.8M3.90%
10ACM RESH INC00108J1091,680,181$66.3M3.05%
11MGM RESORTS INTERNATIONALMGM1,700,243$62.0M2.86%
12BIO RAD LABS INC090572207192,266$58.3M2.68%
13WHITE MTNS INS GROUP LTDG9618E10726,246$54.5M2.51%
14FORTUNE BRANDS INNOVATIONS IFBIN991,920$49.6M2.28%
15GCI LIBERTY INCGLIBK1,318,986$49.1M2.26%
16PVH CORPORATIONPVH650,590$43.6M2.01%
17TRIPADVISOR INCTRIP2,834,032$41.3M1.90%
18AVANTOR INCAVTR3,086,436$35.4M1.63%
19FIDELITY NATL INFORMATION SV31620M106528,594$35.1M1.62%
20SHENANDOAH TELECOMMUNICATIONSHEN2,935,927$33.9M1.56%