No 13F holdings recorded
FBIN
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Fund-manager holders (13F)
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What they're saying
Letter2Q26 Partners Fund Commentary
Mason HawkinsLongleaf warns markets have reached speculative extremes, with CAPE at historic highs and AI-driven multiples disconnecting from real FCF.
“Fortune Brands (FBIN) – Building products company Fortune Brands contributed for the quarter. While the company reported relatively underwhelming results, these were ultimately overshadowed by two factors.”
Jun 30, 2026
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.
“Building products company Fortune Brands saw its stock price decline due to near-term earnings weakness and leadership uncertainty. 4Q25 results missed expectations”
Mar 31, 2026
Smart-money holders
No fund manager we track reports FBIN in their latest 13F. Insider and other filings still appear below.
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