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
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/8/12 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 37
- 較 2022 年第 1 季 0
- 總值
- $47.4 億
- 較 2022 年第 1 季 −$9.16 億 (−16.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| LUMNLumen Technologies, Inc. | Stock | 61,990,676 | $6.76 億 | 14.3% | −516,982−0.8% | 減碼 | 歷史 |
| MATMattel Inc | COM | 16,136,192 | $3.60 億 | 7.6% | −26,928−0.2% | 減碼 | 歷史 |
| FDXFedEx Corp | Stock | 1,370,512 | $3.11 億 | 6.6% | −18,024−1.3% | 減碼 | 歷史 |
| CNXCNX Resources Corp | COM | 15,809,177 | $2.60 億 | 5.5% | −6,925,266−30.5% | 減碼 | 歷史 |
| PPLIPeople Inc | COM NEW | 2,989,115 | $2.27 億 | 4.8% | +404,980+15.7% | 加碼 | 歷史 |
| HHyatt Hotels Corp | COM CL A | 2,894,024 | $2.14 億 | 4.5% | +454,939+18.7% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 3,275,090 | $2.09 億 | 4.4% | +355,925+12.2% | 加碼 | 歷史 |
| AMGAffiliated Managers Group, Inc. | Stock | 1,752,835 | $2.04 億 | 4.3% | −22,395−1.3% | 減碼 | 歷史 |
| WBDWarner Bros. Discovery, Inc. | Stock | 14,943,944 | $2.01 億 | 4.2% | +14,943,944 | 新進 | 歷史 |
| LAZLazard, Inc. | SHS A | 5,194,806 | $1.68 億 | 3.6% | −90,997−1.7% | 減碼 | 歷史 |
| LBRDKLiberty Broadband Corp | COM SER C | 1,452,605 | $1.68 億 | 3.5% | +436,657+43.0% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 76,014 | $1.66 億 | 3.5% | +76,014 | 新進 | 歷史 |
| MGMMGM Resorts International | Stock | 5,535,635 | $1.60 億 | 3.4% | −175,874−3.1% | 減碼 | 歷史 |
| WTMWhite Mountains Insurance Group Ltd | COM | 125,603 | $1.57 億 | 3.3% | +100+0.1% | 加碼 | 歷史 |
| GHCGraham Holdings Co | COM CL B | 258,639 | $1.47 億 | 3.1% | −27,159−9.5% | 減碼 | 歷史 |
| MSGSMadison Square Garden Sports Corp. | CL A | 817,871 | $1.23 億 | 2.6% | −85,463−9.5% | 減碼 | 歷史 |
| PVHPVH Corp. | COM | 2,133,209 | $1.21 億 | 2.6% | +2,133,209 | 新進 | 歷史 |
| HOUSAnywhere Real Estate Inc. | COM | 11,363,713 | $1.12 億 | 2.4% | +784,137+7.4% | 加碼 | 歷史 |
| RNRRenaissancere Holdings Ltd | COM | 706,546 | $1.10 億 | 2.3% | −232,746−24.8% | 減碼 | 歷史 |
| DEIDouglas Emmett Inc | COM | 4,639,076 | $1.04 億 | 2.2% | −614,379−11.7% | 減碼 | 歷史 |
| FISVFiserv Inc | Stock | 1,162,149 | $1.03 億 | 2.2% | −2,512−0.2% | 減碼 | 歷史 |
| ESRTEmpire State Realty Trust, Inc. | CL A | 14,217,772 | $9,995 萬 | 2.1% | −578,903−3.9% | 減碼 | 歷史 |
| BATRKAtlanta Braves Holdings, Inc. | COM C BRAVES GRP | 3,163,971 | $7,594 萬 | 1.6% | −269,955−7.9% | 減碼 | 歷史 |
| VMEOVimeo, Inc. | COMMON STOCK | 11,296,320 | $6,800 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| SWKStanley Black & Decker, Inc. | COM | 474,875 | $4,980 萬 | 1.1% | +474,875 | 新進 | 歷史 |
| OSCROscar Health, Inc. | CL A | 11,146,872 | $4,737 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| CNHCNH Industrial N.V. | SHS | 2,826,047 | $3,275 萬 | 0.7% | −118,306−4.0% | 減碼 | 歷史 |
| HTHTH World Group Ltd | SPONSORED ADS | 628,496 | $2,395 萬 | 0.5% | +513,258+445.4% | 加碼 | 歷史 |
| JOYYJOYY Inc. | ADS REPSTG COM A | 782,510 | $2,337 萬 | 0.5% | −2,330−0.3% | 減碼 | 歷史 |
| IMKTAIngles Markets Inc | CL A | 142,580 | $1,237 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| LBRDALiberty Broadband Corp | COM SER A | 18,519 | $210.3 萬 | <0.1% | −80−0.4% | 減碼 | 歷史 |
| CAHCardinal Health Inc | Stock | 21,608 | $112.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| XPOXPO, Inc. | COM | 16,089 | $77.5 萬 | <0.1% | +1,230+8.3% | 加碼 | 歷史 |
| SYNHSyneos Health, Inc. | CL A | 10,550 | $75.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PAYAPaya Holdings Inc. | COM CL A | 110,045 | $72.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MLCOMelco Resorts & Entertainment LTD | ADR | 80,926 | $46.5 萬 | <0.1% | −1,161,783−93.5% | 減碼 | 歷史 |
| CMCSAComcast Corp | Stock | 9,531 | $37.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2022 年第 1 季之後清倉（4 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。