Titelia

Holdings of Longleaf Partners Fund

Longleaf Partners Funds Trust · 17 declared positions · as of Mar 31, 2026

Original filing · Net assets 1B $ · Ten largest lines: 71.7 % of the equity sleeve

Sector breakdown

  • Industrials 5.5 %
  • Health care 5.5 %
  • Unattributed 89.0 %

Sector is not declared in Form N-PORT: this is a Titelia classification, decided company by company. The unattributed share is counted as such rather than spread over the others.

Currency breakdown

  • USD 92.2 %
  • EUR 7.8 %

The currency each line is denominated in, as declared. It does not follow the country: a French company listed in the United States is declared in dollars.

Country breakdown

  • US 81.6 %
  • NL 18.4 %

Shares computed on the equity sleeve, the only part this site carries.

CountryLinesValueShare
US14752.5M $81.56 %
NL3170.2M $18.44 %

Positions

CompanySharesValueWeight
Rayonier Inc 4,146,38785.5M $8.15 %
IAC Inc 2,067,79982.8M $7.89 %
Mattel Inc 5,093,42474M $7.06 %
Albertsons Cos Inc 4,303,81973.3M $6.99 %
EXOR NV 949,49072M $6.87 %
Magnum Ice Cream Co NV/The 4,189,32261.7M $5.88 %
CNX Resources Corp 1,531,06059M $5.63 %
FedEx Corp 143,60151.1M $4.88 %
Kraft Heinz Co/The 2,270,69851.1M $4.87 %
Regeneron Pharmaceuticals, Inc. 65,50650.6M $4.82 %
Fortune Brands Innovations Inc 1,275,86349.7M $4.74 %
PVH Corp 650,59045.4M $4.33 %
Bio-Rad Laboratories Inc 140,91339.3M $3.74 %
CNH Industrial NV 3,308,47436.4M $3.47 %
MGM Resorts International 907,35133.6M $3.20 %
Fidelity National Information Services Inc 700,73232.9M $3.13 %
Avantor Inc 3,086,43624.2M $2.31 %