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Asset Manager ← All Institutions

SOUTHEASTERN ASSET MANAGEMENT INC/TN

Q1 2026 · Filed 2026-02-13
Market Value
$0
-100.0%
Holdings
52
New Purchases
0
Added To
0
Closed
52
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 17 $0 0%
Mid Cap 24 $0 0%
Small Cap 7 $0 0%
Micro Cap 4 $0 0%

Portfolio Analytics

Avg Market Cap
$18.2B
Median Market Cap
$6.5B
Avg P/E
40.7
Median P/E
21.4
Avg Dividend Yield
0.01%
Avg Beta
0.92
# Stocks
52
# ETFs / Funds
0

Top Holdings (52 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 ACI —% -$106M -6,166,712 -100.0% SOLD
2 DIS —% -$36M -317,175 -100.0% SOLD
3 LYV —% -$1M -8,434 -100.0% SOLD
4 FDX —% -$104M -359,122 -100.0% SOLD
5 WTM —% -$66M -31,652 -100.0% SOLD
6 AVTR —% -$41M -3,548,518 -100.0% SOLD
7 ESRT —% -$24M -3,704,236 -100.0% SOLD
8 CLW —% -$24M -1,380,930 -100.0% SOLD
9 BIO —% -$69M -227,630 -100.0% SOLD
10 CAH —% -$2M -8,649 -100.0% SOLD
11 MGM —% -$74M -2,033,369 -100.0% SOLD
12 GHC —% -$39M -35,721 -100.0% SOLD
13 DOLE —% -$29M -1,933,708 -100.0% SOLD
14 SN —% -$32M -289,266 -100.0% SOLD
15 RYN —% -$123M -5,678,941 -100.0% SOLD
16 LPX —% -$22M -272,123 -100.0% SOLD
17 PVH —% -$49M -736,935 -100.0% SOLD
18 STZ —% -$505K -3,661 -100.0% SOLD
19 ACH —% -$509K -181,735 -100.0% SOLD
20 AMG —% -$2M -5,562 -100.0% SOLD
21 LAZ —% -$904K -18,608 -100.0% SOLD
22 CLVT —% -$407K -121,927 -100.0% SOLD
23 H —% -$1M -7,733 -100.0% SOLD
24 ALX —% -$27M -122,712 -100.0% SOLD
25 RXO —% -$553K -43,731 -100.0% SOLD
26 CNX —% -$174M -4,735,824 -100.0% SOLD
27 MSGS —% -$832K -3,218 -100.0% SOLD
28 HDB —% -$382K -10,462 -100.0% SOLD
29 SAM —% -$29M -147,997 -100.0% SOLD
30 ENOV —% -$1M -44,258 -100.0% SOLD
31 MICC —% -$23M -1,430,351 -100.0% SOLD
32 XPO —% -$2M -13,012 -100.0% SOLD
33 ACMR —% -$66M -1,680,181 -100.0% SOLD
34 HTHT —% -$11M -231,372 -100.0% SOLD
35 MLCO —% -$14M -1,797,254 -100.0% SOLD
36 MAT —% -$170M -8,570,328 -100.0% SOLD
37 IAC —% -$156M -3,989,340 -100.0% SOLD
38 KSPI —% -$19M -240,628 -100.0% SOLD
39 KHC —% -$109M -4,488,116 -100.0% SOLD
40 REGN —% -$128M -165,792 -100.0% SOLD
41 TRIP —% -$41M -2,838,257 -100.0% SOLD
42 HSIC —% -$1M -17,038 -100.0% SOLD
43 SHEN —% -$34M -2,940,296 -100.0% SOLD
44 PYPL —% -$32M -554,074 -100.0% SOLD
45 EDU —% -$21M -379,561 -100.0% SOLD
46 FIS —% -$41M -622,149 -100.0% SOLD
47 CNHI —% -$34M -3,716,808 -100.0% SOLD
48 PCH —% -$126M -3,162,963 -100.0% SOLD
49 GLBKV —% -$49M -1,321,110 -100.0% SOLD
50 FBHS —% -$59M -1,178,103 -100.0% SOLD
51 GLBAV —% -$3M -80,675 -100.0% SOLD
52 FI —% -$268K -3,990 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
ACI —%
DIS —%
LYV —%
FDX —%
WTM —%
AVTR —%
ESRT —%
CLW —%
BIO —%
CAH —%
MGM —%
GHC —%
DOLE —%
SN —%
RYN —%
View SEC EDGAR Filings for SOUTHEASTERN ASSET MANAGEMENT INC/TN →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms