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What they're saying
Letter1Q26 Partners Fund Commentary
Mason HawkinsLongleaf Partners lagged early 2026 as markets punished complex earnings, but the fund sees opportunity in undervalued quality companies trading at mid-50s price-to-value.
“Global holding company Exor was a detractor for the quarter, with the holding company discount widening to record levels.”
Mar 31, 2026
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No fund manager we track reports EXO in their latest 13F. Insider and other filings still appear below.
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