Institutions / Southeastern Asset Management INC/TN
Southeastern Asset Management INC/TN
CIK 807985 · Institution · as of Dec 31, 2025
Portfolio value
$2.25B
Positions
53
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 53 →
| Company | Value | % of portfolio |
|---|---|---|
| Cnx Resources Corp | $174.14M | 7.8% |
| Mattel Inc /De | $170.04M | 7.6% |
| People Inc | $155.98M | 6.9% |
| Regeneron Pharmaceuticals, Inc. | $127.97M | 5.7% |
| Potlatchdeltic CorpPCH | $125.82M | 5.6% |
| Rayonier Inc | $122.95M | 5.5% |
| Kraft Heinz Co | $108.84M | 4.8% |
| Albertsons Companies, Inc. | $105.88M | 4.7% |
| FedEx Corp | $103.74M | 4.6% |
| MGM Resorts International | $74.20M | 3.3% |
| Bio-Rad Laboratories, Inc. | $68.97M | 3.1% |
| ACM Research Inc | $66.28M | 3.0% |
| White Mountains Insurance Group Ltd | $65.77M | 2.9% |
| Fortune Brands Innovations, Inc. | $58.93M | 2.6% |
| Pvh Corp. /De | $49.39M | 2.2% |
| GCI Liberty, Inc. | $49.16M | 2.2% |
| Fidelity National Information Services Inc | $41.35M | 1.8% |
| TripAdvisor, Inc. | $41.33M | 1.8% |
| Avantor, Inc. | $40.67M | 1.8% |
| Graham Holdings Co | $39.24M | 1.7% |
| Walt Disney Co | $36.09M | 1.6% |
| CNH Industrial N.V. | $34.27M | 1.5% |
| Shenandoah Telecommunications CO/VA | $33.99M | 1.5% |
| Sharkninja Inc | $32.37M | 1.4% |
| PayPal Holdings, Inc. | $32.35M | 1.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.