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Latest reporting and analysis tagged with Longleaf Partners.
Longleaf Partners Fund released its Q4 2025 investor letter, reporting a 3.35% return. The letter highlighted HF Sinclair Corporation as a contributor, detailing its stock performance and the fund's investment reasoning.
Longleaf Partners Fund reported a 3.35% return for Q4 2025, underperforming some benchmarks. The letter detailed its position in Regeneron Pharmaceuticals, noting the company's financial actions and pipeline.
Longleaf Partners Fund released its Q4 2025 investor letter, reporting a 3.35% return. The fund highlighted Kraft Heinz as a detractor but sees value in its upcoming business split and new CEO appointment.
Longleaf Partners Fund released its Q4 2025 investor letter, reporting a 3.35% return. The fund discussed its performance and detailed its position in PVH Corp., noting the stock's recent decline and ongoing challenges.
Longleaf Partners Fund released its Q4 2025 investor letter, reporting a 3.35% return. The fund noted PayPal was a performance detractor in 2025, with its stock down significantly over the past year.
Longleaf Partners Fund released its Q4 2025 investor letter, reporting a 3.35% return. The fund discussed its focus on IAC Inc., detailing the company's asset disposal plans and capital allocation moves.