United States
Founder of Southeastern Asset Management; Longleaf Partners value funds; quarterly commentaries across US, International, and Global strategies.
Deeply contrarian and concentrated, leaning into derated but financially strong holdings, expecting corporate activity and self-help — not market sentiment — to close the price-to-value gap.
Windowpast 90 days · 1 event · ending Oct 26, 2026
Source1 citation →
GeneratedOct 26, 2026
NoteAuto-generated summary · not investment advice · verify before acting.
No 13F holdings on file for this investor.
Latest filed · 2026-09-30
Every entry below is an auto-generated factual summary of a public filing or disclosure. Not investment advice. Verify before acting.
What they said
Deeply contrarian and concentrated, leaning into derated but financially strong holdings, expecting corporate activity and self-help — not market sentiment — to close the price-to-value gap. (letter)
2026-09-30
What they said
Deeply contrarian and concentrated, leaning into derated but financially strong holdings, expecting corporate activity and self-help — not market sentiment — to close the price-to-value gap. (letter)
2026-09-30
What they said
Deeply contrarian and concentrated, leaning into derated but financially strong holdings, expecting corporate activity and self-help — not market sentiment — to close the price-to-value gap. (letter)
2026-09-30
What they said
Deeply contrarian and concentrated, leaning into derated but financially strong holdings, expecting corporate activity and self-help — not market sentiment — to close the price-to-value gap. (letter)
2026-09-30
What they said
Deeply contrarian and concentrated, leaning into derated but financially strong holdings, expecting corporate activity and self-help — not market sentiment — to close the price-to-value gap. (letter)
2026-09-30
What they said
Deeply contrarian and concentrated, leaning into derated but financially strong holdings, expecting corporate activity and self-help — not market sentiment — to close the price-to-value gap. (letter)
2026-09-30
What they said
Deeply contrarian and concentrated, leaning into derated but financially strong holdings, expecting corporate activity and self-help — not market sentiment — to close the price-to-value gap. (letter)
2026-09-30
What they said
Deep-value, concentrated and deliberately positioned against the AI-driven melt-up, betting on company-specific catalysts and eventual mean reversion after a bruising year. (letter)
2026-06-30
What they said
Longleaf warns markets have reached speculative extremes, with CAPE at historic highs and AI-driven multiples disconnecting from real FCF. (letter)
2026-06-30
What they said
Longleaf warns markets have reached speculative extremes, with CAPE at historic highs and AI-driven multiples disconnecting from real FCF. (letter)
2026-06-30
What they said
Longleaf warns markets have reached speculative extremes, with CAPE at historic highs and AI-driven multiples disconnecting from real FCF. (letter)
2026-06-30
What they said
Longleaf warns markets have reached speculative extremes, with CAPE at historic highs and AI-driven multiples disconnecting from real FCF. (letter)
2026-06-30
What they said
Longleaf warns markets have reached speculative extremes, with CAPE at historic highs and AI-driven multiples disconnecting from real FCF. (letter)
2026-06-30
What they said
Longleaf warns markets have reached speculative extremes, with CAPE at historic highs and AI-driven multiples disconnecting from real FCF. (letter)
2026-06-30
What they said
Longleaf warns markets have reached speculative extremes, with CAPE at historic highs and AI-driven multiples disconnecting from real FCF. (letter)
2026-06-30
What they said
Longleaf warns markets have reached speculative extremes, with CAPE at historic highs and AI-driven multiples disconnecting from real FCF. (letter)
2026-06-30
