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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.
“CNH – A leading global agriculture and construction equipment manufacturer, was a contributor for the quarter. The company reported better than expected Q4 2025 results and issued a conservative guide for 2026.”
Mar 31, 2026
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No fund manager we track reports CNH in their latest 13F. Insider and other filings still appear below.
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