No 13F holdings recorded
Recent filings
0
Fund-manager holders (13F)
0
Last activity
—
Price chart
Every entry below is an auto-generated factual summary of a public filing or disclosure. Not investment advice. Verify before acting.
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.
“Albertsons – Supermarket operator Albertsons was a detractor in the quarter. While current comparable store sales are a percentage point or so below where they should and could be”
Jun 30, 2026
Letter3Q25 Partners Fund Commentary
Mason HawkinsLongleaf warns Mag 7 valuations are disconnected from FCF growth, while its own portfolio trades at ~10x FCF with multiple catalysts ahead.
“Albertsons (5.3% portfolio weight): This defensive yet growing company is finally free from the uncertainty of a failed merger with Kroger and can get back to being on offense.”
Sep 30, 2025
Smart-money holders
No fund manager we track reports ACI in their latest 13F. Insider and other filings still appear below.
Recent flows
No tracked-investor disclosures recorded yet.