United States
Mason Hawkins
FollowFounder of Southeastern Asset Management; Longleaf Partners value funds; quarterly commentaries across US, International, and Global strategies.
Every entry below is an auto-generated factual summary of a public filing or disclosure. Not investment advice. Verify before acting.
- 1Q26 Partners Fund CommentaryLetter· 2026-Q1
2026-03-31
Longleaf Partners lagged in Q1 2026 as market punished complicated earnings reports despite solid free cash flow fundamentals.
Original on southeasternasset.com ↗ - 4Q25 Partners Fund CommentaryLetter· 2025-Q4
2025-12-31
Longleaf Partners Fund returned 2.93% in 2025, trailing the S&P 500's 17.88%, citing insufficient big winners in a momentum-driven late-cycle market.
Original on southeasternasset.com ↗ - 3Q25 Partners Fund CommentaryLetter· 2025-Q3
2025-09-30
Longleaf Partners trailed the S&P 500 in 3Q25 but holds concentrated positions in undervalued companies with growing free cash flow and management focused on value realization.
Original on southeasternasset.com ↗