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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 22, 2025 | Longleaf Partners Small-Cap Fund | 2.7% | 4.2% | BATRA, CUERVO* MM, OSCR, PCH, SAM, WEST | Balance Sheets, mispricing, small caps, value creation, volatility | The letter emphasizes small-cap investing as a fertile area for mispricing due to neglect and volatility. Management highlights stock-specific value creation, aligned owners, and balance sheet strength. Small caps are viewed as offering superior long-term return potential despite near-term uncertainty. | PCH SAM WEST BATRA CUERVO MM OSCR |
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| 2025 Q1 | Apr 12, 2025 | Longleaf Partners International Fund | 0.7% | 0.7% | 1910 HK, COST, CUERVO* MM, GLB LN, GMKKY, JFC PM, LXS GR, PRX NA, TIGO | - | View | ||
| 2025 Q3 | Oct 15, 2025 | Longleaf Partners Small-Cap Fund | 2.0% | 6.4% | CLW, CNX, CUERVO* MM, GHC, GRUMAB MM, MAT, OSCR, PCH, RYN, TRIP, WTM | Compounding, free cash flow, Share repurchase, small caps, Value Investing | Longleafs Small-Cap Fund focuses on undervalued, high-quality small-cap franchises generating strong free cash flow. The team notes speculative excess in unprofitable small caps but remains confident in holdings such as Gruma, Becle, and White Mountains, which have multiple catalysts for value realization. Management sees substantial upside from disciplined ownership and shareholder alignment. | TRIP US MAT US WFG US CNX US |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| No pitches found. | |||||||||
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||