東南資產管理（Longleaf）
大師Southeastern Asset Management Inc
- SEC CIK
- 0000807985
- 主理人
- 梅森·霍金斯
- 風格
- 價值
- 最新申報
- 2026/8/14
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/2/15 申報。只含多頭部位，變化是跟 2021 年第 3 季比股數。
- 持股檔數
- 35
- 較 2021 年第 3 季 +6
- 總值
- $59.6 億
- 較 2021 年第 3 季 +$6.89 億 (+13.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| LUMNLumen Technologies, Inc. | Stock | 64,453,082 | $8.09 億 | 13.6% | −1,237,066−1.9% | 減碼 | 歷史 |
| MATMattel Inc | COM | 20,228,340 | $4.36 億 | 7.3% | +1,878,547+10.2% | 加碼 | 歷史 |
| CNXCNX Resources Corp | COM | 27,462,211 | $3.78 億 | 6.3% | −702,386−2.5% | 減碼 | 歷史 |
| FDXFedEx Corp | Stock | 1,447,324 | $3.74 億 | 6.3% | +298,865+26.0% | 加碼 | 歷史 |
| HHyatt Hotels Corp | COM CL A | 3,257,559 | $3.12 億 | 5.2% | −836,671−20.4% | 減碼 | 歷史 |
| GEGeneral Electric Co | Stock | 3,169,083 | $2.99 億 | 5.0% | +591,307+22.9% | 加碼 | 歷史 |
| Discovery Inc25470F302 | COM SER C | 12,486,644 | $2.86 億 | 4.8% | +2,035,632+19.5% | 加碼 | – |
| MGMMGM Resorts International | Stock | 5,846,629 | $2.62 億 | 4.4% | +321,175+5.8% | 加碼 | 歷史 |
| PPLIPeople Inc | COM NEW | 1,984,307 | $2.59 億 | 4.4% | +314,885+18.9% | 加碼 | 歷史 |
| AMGAffiliated Managers Group, Inc. | Stock | 1,537,161 | $2.53 億 | 4.2% | −62,600−3.9% | 減碼 | 歷史 |
| LAZLazard, Inc. | SHS A | 5,779,872 | $2.52 億 | 4.2% | −75,247−1.3% | 減碼 | 歷史 |
| BIIBBiogen Inc. | COM | 858,523 | $2.06 億 | 3.5% | +858,523 | 新進 | 歷史 |
| HOUSAnywhere Real Estate Inc. | COM | 11,906,920 | $2.00 億 | 3.4% | +897,905+8.2% | 加碼 | 歷史 |
| GHCGraham Holdings Co | COM CL B | 299,868 | $1.89 億 | 3.2% | +34,529+13.0% | 加碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 7,247,436 | $1.89 億 | 3.2% | −562,619−7.2% | 減碼 | 歷史 |
| DEIDouglas Emmett Inc | COM | 5,374,084 | $1.80 億 | 3.0% | −7,297−0.1% | 減碼 | 歷史 |
| RNRRenaissancere Holdings Ltd | COM | 1,062,630 | $1.80 億 | 3.0% | +153,677+16.9% | 加碼 | 歷史 |
| MSGSMadison Square Garden Sports Corp. | CL A | 927,076 | $1.61 億 | 2.7% | +63,502+7.4% | 加碼 | 歷史 |
| LBRDKLiberty Broadband Corp | COM SER C | 861,320 | $1.39 億 | 2.3% | +861,320 | 新進 | 歷史 |
| ESRTEmpire State Realty Trust, Inc. | CL A | 15,192,583 | $1.35 億 | 2.3% | −861,507−5.4% | 減碼 | 歷史 |
| BATRKAtlanta Braves Holdings, Inc. | COM C BRAVES GRP | 3,433,926 | $9,649 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| FISVFiserv Inc | Stock | 732,426 | $7,602 萬 | 1.3% | +732,426 | 新進 | 歷史 |
| OSCROscar Health, Inc. | CL A | 9,109,822 | $7,151 萬 | 1.2% | +9,109,822 | 新進 | 歷史 |
| VMEOVimeo, Inc. | COMMON STOCK | 3,206,147 | $5,758 萬 | 1.0% | +3,206,147 | 新進 | 歷史 |
| WTMWhite Mountains Insurance Group Ltd | COM | 51,602 | $5,232 萬 | 0.9% | +51,602 | 新進 | 歷史 |
| JOYYJOYY Inc. | ADS REPSTG COM A | 762,599 | $3,465 萬 | 0.6% | −76,522−9.1% | 減碼 | 歷史 |
| CNHCNH Industrial N.V. | SHS | 1,775,378 | $3,450 萬 | 0.6% | −388,128−17.9% | 減碼 | 歷史 |
| IMKTAIngles Markets Inc | CL A | 142,580 | $1,231 萬 | 0.2% | +22,167+18.4% | 加碼 | 歷史 |
| MLCOMelco Resorts & Entertainment LTD | ADR | 1,188,746 | $1,210 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| LBRDALiberty Broadband Corp | COM SER A | 19,418 | $312.5 萬 | 0.1% | +19,418 | 新進 | 歷史 |
| BATRAAtlanta Braves Holdings, Inc. | COM A BRAVES GRP | 95,304 | $274.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 22,215 | $263.9 萬 | <0.1% | −639,354−96.6% | 減碼 | 歷史 |
| CAHCardinal Health Inc | Stock | 21,608 | $111.3 萬 | <0.1% | +3,801+21.3% | 加碼 | 歷史 |
| XPOXPO, Inc. | COM | 11,403 | $88.3 萬 | <0.1% | +11,403 | 新進 | 歷史 |
| CMCSAComcast Corp | Stock | 9,531 | $48.0 萬 | <0.1% | −2,494,386−99.6% | 減碼 | 歷史 |
2021 年第 3 季之後清倉（2 檔）
2021 年第 3 季季末還持有、這份申報已經沒有的部位。