N-PORT filing recap · December 2025
What did Longleaf Partners Global Fund buy in December 2025?
Reported stock-position changes between this filing and the previous one. These are Longleaf Partners Global Fund's own holdings, not the firm's.
Stock value
$758.08M
Positions
26
Estimated turnover
115.0%
Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.
Period in review
Longleaf Partners Global Fund opened new positions in Magnum Ice Cream, Gruma, Jollibee Foods, IDP Education, Menicon, Medley, and Louisiana-Pacific. It exited Avantor, PVH, and Kansai Paint. The fund sharply increased its stakes in Societe D'Edition De Canal Plus, IAC, Exor, CNX Resources, Delivery Hero, Regeneron Pharmaceuticals, Mattel, Glanbia, Koninklijke Philips, FedEx, Kraft Heinz, Albertsons, Rayonier, PotlatchDeltic, MGM Resorts, Bio-Rad Laboratories, and Fortune Brands Innovations. It also substantially added to Louis Hachette Group and Walt Disney.