Southeastern Asset Management Inc

CIK: 807985

Latest Filing

Filed: February 13, 2026

Total Portfolio Value

$2.25B

Total Holdings

92

Report Period

Dec 2025

Accession Number: 0001398344-26-003084
Report Date: December 31, 2025

Top 10 Holdings

CNX
6.9%
MAT
6.6%
IAC
5.8%
PCH
5.0%
RYN
4.9%
REGN
4.8%
KHC
4.1%
ACI
4.1%
FDX
3.8%
ACMR
3.0%
Others
51.1%
Showing top 10 of 92 total holdings

Holdings (92)

Latest 13F positions

CN
4.19M$154.19M6.9%
+576%
7.48M$148.50M6.6%
+22363%
3.34M$130.55M5.8%
+556%
PC
POTLATCHDELTIC CORPORATION
2.83M$112.50M5.0%
+991%
RY
5.09M$110.23M4.9%
+822%
RE
REGENERON PHARMACEUTICALS
138.6K$106.98M4.8%
+408%
KH
KRAFT HEINZ CO
3.82M$92.53M4.1%
+11403%
AC
ALBERTSONS COS INC
5.30M$90.95M4.1%
+509%
293.5K$84.78M3.8%
+5255%
AC
1.68M$66.28M3.0%
+13%
MG
MGM RESORTS INTERNATIONAL
1.70M$62.04M2.8%
+9859%
BI
BIO RAD LABS INC
192.3K$58.26M2.6%
+6361%
WH
WHITE MTNS INS GROUP LTD
26.2K$54.54M2.4%
+385%
FL
FORTUNE BRANDS INNOVATIONS I
991.9K$49.62M2.2%
+433%
GL
GCI LIBERTY INC
1.32M$49.08M2.2%
+89141%
PV
PVH CORPORATION
650.6K$43.60M1.9%
+291%
TR
TRIPADVISOR INC
2.83M$41.26M1.8%
+75676%
3.09M$35.37M1.6%
+236%
FI
FIDELITY NATL INFORMATION SV
528.6K$35.13M1.6%
+2397%
SH
SHENANDOAH TELECOMMUNICATION
2.94M$33.94M1.5%
+73946%