Longleaf Partners, managed by Southeastern Asset Management, released its Q4 2025 Small-Cap Fund investor letter. A copy of the letter can be downloaded here. Longleaf experienced several environments throughout his experience in small cap investing. This year, the underlying performance of the Fund’s holdings was more promising than the actual stock price returns compared to…
Longleaf Partners, managed by Southeastern Asset Management, released its Q3 2025 Small-Cap Fund investor letter. A copy of the letter can be downloaded here. The fund returned 2.03% in the third quarter, compared to 8.18% for the Russell 3000 and 12.39% for the Russell 2000. To learn more about the fund’s top picks in 2025,…
Longleaf Partners, managed by Southeastern Asset Management, released its Q3 2025 “Partners Fund” investor letter. The letter can be downloaded here. The fund returned -0.33% in the third quarter, compared to a return of 8.12% for the S&P 500 and 5.33% for the Russell 1000 Value. The company is not happy with the portfolio’s flat…
