Longleaf Partners Global Fund Q1 2026 Portfolio Review

The Longleaf Partners Funds39 FollowersFollow5ShareSavePlay(9min)CommentsSummaryDuring the quarter Longleaf Partners Global Fund had no new purchases and exited four holdings: Bio-Rad, Louis Hachette, Louisiana-Pacific and Walt Disney.Glanbia's shares held up well in a difficult market environment, though the stock continues to trade at undemanding multiples relative to global food and beverage staples peers.Delivery Hero reported largely inline FY25 results with FCF delivery stronger than our and street expectations. tongstock/iStock via Getty Images The following segment was excerpted from the Longleaf Partners Global Fund Q1 2026 Commentary. Notable Contributors & Detractors FedEx (FDX) – Global logistics company FedEx was a contributor for the quarter. The stock responded to another quarterThis article was written byThe Longleaf Partners Funds39 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.