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The Top 150 BSDs
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Institutional Investor • Southeastern Asset Management
Value
$2.8B
Stocks
34 Stocks (1 new)
Turnover
0.0%
Top Holdings
ESRT(7.84%) GLIBK(6.96%) SHEN(6.58%) BATRK(5.24%) TRIP(5.16%)
Investment philosophy details pending verification.
| Ticker | P/C | Company Name | Sector | Market Value | Shares | Weight | Chg Shares | % Chg |
|---|---|---|---|---|---|---|---|---|
| ESRT | None | Empire State Realty Trust, Inc. | Real Estate | $47.0M | 0 | 7.8% | 0 | No Change |
| GLIBK | None | GCI LIBERTY INC | General | $41.7M | 0 | 7.0% | 0 | No Change |
| SHEN | None | Shenandoah Telecommunications Company | Communication Services | $39.4M | 0 | 6.6% | 0 | No Change |
| BATRK | None | Atlanta Braves Holdings, Inc. | General | $31.4M | 0 | 5.2% | 0 | No Change |
| TRIP | None | TripAdvisor, Inc. | Consumer Discretionary | $30.9M | 0 | 5.2% | 0 | No Change |
| GHC | None | Graham Holdings | Industrials | $30.4M | 0 | 5.1% | 0 | No Change |
| FIS | None | Fidelity National Information Services, Inc. | Information Technology | $27.2M | 0 | 4.5% | 0 | No Change |
| ALX | None | Alexander's, Inc. | Real Estate | $27.2M | 0 | 4.5% | 0 | No Change |
| SAM | None | The Boston Beer Company, Inc. | Consumer Staples | $25.8M | 0 | 4.3% | 0 | No Change |
| CLW | None | Clearwater Paper Corporation | Materials | $24.1M | 0 | 4.0% | 0 | No Change |
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| PPLIPPLI | $17.0M | +100.0% | 2.8% | New |
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| No recent sells. | ||||
| Sector | Stocks | Value | Exposure |
|---|---|---|---|
| General | 4 | $114.0M | 19.0% |
| Consumer Discretionary | 8 | $100.0M | 16.7% |
| Real Estate | 3 | $92.2M | 15.4% |
| Information Technology | 3 | $63.4M | 10.6% |
| Communication Services | 2 | $58.6M | 9.8% |
| Consumer Staples | 4 | $55.3M | 9.2% |
| Industrials | 4 | $49.7M | 8.3% |
| Materials | 1 | $24.1M | 4.0% |
| Health Care | 3 | $23.5M | 3.9% |
| Energy | 1 | $14.0M | 2.3% |
| Financials | 1 | $3.9M | 0.7% |