Longleaf Partners Fund Q1 2026 Contributors And Detractors

The Longleaf Partners Funds37 FollowersFollow5ShareSavePlay(9min)CommentsSummaryDuring the quarter, we had no new purchases and exited three holdings: Louisiana-Pacific, PayPal and Walt Disney.CNH, a leading global agriculture and construction equipment manufacturer, was a contributor for the quarter.Life-sciences company Avantor detracted for the quarter. bo feng/iStock via Getty Images The following segment was excerpted from the Longleaf Partners Fund Q1 2026 Commentary During the quarter, we had no new purchases and exited three holdings: Louisiana-Pacific (LPX), PayPal (PYPL) and WaltThis article was written byThe Longleaf Partners Funds37 FollowersFollowSoutheastern Asset Management has been a leader in value equity investing for over four decades.

Southeastern Asset Management created the Longleaf Partners Funds in 1987, as a way for its employees to invest alongside clients, and today Southeastern employees and related entities are the largest collective investor across Funds advised by Southeastern. Note: This account is not managed or monitored by The Longleaf Partners Funds, and any messages sent via Seeking Alpha will not receive a response. For inquiries or communication, please use The Longleaf Partners Funds' official channels.