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 4 季持倉
持倉截至 2022/12/31，2023/2/14 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 40
- 較 2022 年第 3 季 +1
- 總值
- $28.5 億
- 較 2022 年第 3 季 −$11.2 億 (−28.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MATMattel Inc | COM | 12,034,582 | $2.15 億 | 7.5% | −1,876,157−13.5% | 減碼 | 歷史 |
| LUMNLumen Technologies, Inc. | Stock | 39,886,141 | $2.08 億 | 7.3% | −18,741,439−32.0% | 減碼 | 歷史 |
| CNXCNX Resources Corp | COM | 11,479,566 | $1.93 億 | 6.8% | −3,695,897−24.4% | 減碼 | 歷史 |
| HHyatt Hotels Corp | COM CL A | 1,813,306 | $1.64 億 | 5.7% | −848,762−31.9% | 減碼 | 歷史 |
| GEGeneral Electric Co | Stock | 1,861,085 | $1.56 億 | 5.5% | −1,288,569−40.9% | 減碼 | 歷史 |
| AMGAffiliated Managers Group, Inc. | Stock | 931,781 | $1.48 億 | 5.2% | −686,331−42.4% | 減碼 | 歷史 |
| FDXFedEx Corp | Stock | 784,985 | $1.36 億 | 4.8% | −401,444−33.8% | 減碼 | 歷史 |
| MGMMGM Resorts International | Stock | 3,723,554 | $1.25 億 | 4.4% | −1,575,625−29.7% | 減碼 | 歷史 |
| PPLIPeople Inc | COM NEW | 2,588,132 | $1.15 億 | 4.0% | −157,214−5.7% | 減碼 | 歷史 |
| WBDWarner Bros. Discovery, Inc. | Stock | 12,002,947 | $1.14 億 | 4.0% | −1,736,917−12.6% | 減碼 | 歷史 |
| WESTWestrock Coffee Co | COM | 8,008,000 | $1.07 億 | 3.7% | 00.0% | 不變 | 歷史 |
| PVHPVH Corp. | COM | 1,416,357 | $9,998 萬 | 3.5% | −955,856−40.3% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,099,136 | $9,753 萬 | 3.4% | −396,993−26.5% | 減碼 | 歷史 |
| FISVFiserv Inc | Stock | 897,884 | $9,075 萬 | 3.2% | −240,040−21.1% | 減碼 | 歷史 |
| LAZLazard, Inc. | SHS A | 2,553,138 | $8,852 萬 | 3.1% | −2,380,724−48.3% | 減碼 | 歷史 |
| WTMWhite Mountains Insurance Group Ltd | COM | 55,493 | $7,849 萬 | 2.8% | −57,104−50.7% | 減碼 | 歷史 |
| WMGWarner Music Group Corp. | COM CL A | 2,226,669 | $7,798 萬 | 2.7% | −1,141,831−33.9% | 減碼 | 歷史 |
| BATRKAtlanta Braves Holdings, Inc. | COM C BRAVES GRP | 2,374,647 | $7,653 萬 | 2.7% | −789,324−24.9% | 減碼 | 歷史 |
| LBRDKLiberty Broadband Corp | COM SER C | 990,467 | $7,554 萬 | 2.6% | −436,983−30.6% | 減碼 | 歷史 |
| GHCGraham Holdings Co | COM CL B | 115,733 | $6,993 萬 | 2.5% | −139,685−54.7% | 減碼 | 歷史 |
| MSGSMadison Square Garden Sports Corp. | CL A | 379,568 | $6,959 萬 | 2.4% | −438,303−53.6% | 減碼 | 歷史 |
| ESRTEmpire State Realty Trust, Inc. | CL A | 8,269,302 | $5,574 萬 | 2.0% | −4,913,741−37.3% | 減碼 | 歷史 |
| HOUSAnywhere Real Estate Inc. | COM | 6,543,957 | $4,182 萬 | 1.5% | −4,035,619−38.1% | 減碼 | 歷史 |
| OSCROscar Health, Inc. | CL A | 14,576,904 | $3,586 萬 | 1.3% | +3,430,032+30.8% | 加碼 | 歷史 |
| VMEOVimeo, Inc. | COMMON STOCK | 10,270,517 | $3,523 萬 | 1.2% | −1,025,803−9.1% | 減碼 | 歷史 |
| SWKStanley Black & Decker, Inc. | COM | 435,400 | $3,271 萬 | 1.1% | −27,016−5.8% | 減碼 | 歷史 |
| DOORMasonite International Corp | COM | 404,111 | $3,258 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| DEIDouglas Emmett Inc | COM | 1,976,071 | $3,098 萬 | 1.1% | −2,575,505−56.6% | 減碼 | 歷史 |
| CNHCNH Industrial N.V. | SHS | 1,731,430 | $2,781 萬 | 1.0% | −1,834,465−51.4% | 減碼 | 歷史 |
| HTHTH World Group Ltd | SPONSORED ADS | 587,104 | $2,490 萬 | 0.9% | −41,392−6.6% | 減碼 | 歷史 |
| JOYYJOYY Inc. | ADS REPSTG COM A | 751,794 | $2,375 萬 | 0.8% | −30,716−3.9% | 減碼 | 歷史 |
| RNRRenaissancere Holdings Ltd | COM | 8,830 | $162.7 萬 | 0.1% | −313,207−97.3% | 減碼 | 歷史 |
| CAHCardinal Health Inc | Stock | 16,785 | $129.0 萬 | <0.1% | −4,823−22.3% | 減碼 | 歷史 |
| MLCOMelco Resorts & Entertainment LTD | ADR | 80,926 | $93.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RXORXO, Inc. | COMMON STOCK | 43,731 | $75.2 萬 | <0.1% | +43,731 | 新進 | 歷史 |
| PAYAPaya Holdings Inc. | COM CL A | 92,048 | $72.4 萬 | <0.1% | −17,997−16.4% | 減碼 | 歷史 |
| XPOXPO, Inc. | COM | 16,089 | $53.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SYNHSyneos Health, Inc. | CL A | 10,550 | $38.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CMCSAComcast Corp | Stock | 9,531 | $33.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LBRDALiberty Broadband Corp | COM SER A | 2,824 | $21.4 萬 | <0.1% | −15,695−84.8% | 減碼 | 歷史 |