Longleaf Partners Fund Family Report
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  • Performance
    12-31-17

    Total ReturnCategory Average
    Total Return4.55-12.8119.8113.77--
    Category Average7.81-2.8510.5019.002.05
    Assets for Each Yr*13.548.738.628.528.52
    *billions

    Trailing Returns %
    12-31-17

      YTD 3 Year 5 Year    
    Fund Family 13.77 5.92 10.28

    Key Stats
    12-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $8,517 mil $10,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 1.7 83.37 0.93 Average
    International Stock 2.0 16.63 1.33 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    01-12-18

      Sector YTD Return % % Net Assets  
    Wynn Resorts Ltd* Consumer Cyclical -1.81 4.25
    Consol Energy Inc* Energy 3.83 4.00
    FedEx Corp* Industrials 8.94 3.03
    Graham Holdings Co* Consumer Defensive 3.35 2.86
    Scripps Networks Interactive Inc* Consumer Cyclical 2.92 2.81
    Viasat Inc* Technology 2.12 2.53
    Alphabet Inc C* Technology 7.25 2.24
    United Technologies Corp* Industrials 7.06 2.10
    Liberty Formula One Group C* Consumer Cyclical 1.70 2.08
    Sonic Corp* Consumer Cyclical -4.15 1.88
    CNH Industrial NV* Industrials 11.42 1.86
    Actuant Corp Class A* Industrials 0.59 1.60
    Deltic Timber Corp* Basic Materials 0.85 1.50
    Chesapeake Energy Corp* Energy 8.08 1.27
    Everest Re Group Ltd* Financial Services 1.33 1.25
    Park Hotels & Resorts Inc* RealEstate 0.70 1.22
    T. Rowe Price Group Inc* Financial Services 9.93 1.00
    Eastman Kodak Co* Technology 196.77 0.41
    Liberty Formula One Group A* Consumer Cyclical 1.47 0.22
    Seacor Marine Holdings Inc* Industrials 19.40 0.13

    Best 5-Year Relative Performance | More
    01-12-18

    Worst 5-Year Relative Performance | More
    01-12-18

    Lowest Expenses | More
    01-12-18

    Highest Expenses | More
    01-12-18

    Longest Manager Tenure | More
    01-12-18

    Fund Name   Manager Name Avg Manager Tenure  
    Longleaf Partners O. Mason Hawkins 27.30
    Longleaf Partners Sm O. Mason Hawkins 18.30
    Longleaf Partners In G. Staley Cates 13.50
    Longleaf Partners Gl G. Staley Cates 5.10

    Shortest Manager Tenure | More
    01-12-18

    Fund Name   Manager Name Avg Manager Tenure  
    Longleaf Partners Gl G. Staley Cates 5.10
    Longleaf Partners In G. Staley Cates 13.50
    Longleaf Partners Sm O. Mason Hawkins 18.30
    Longleaf Partners O. Mason Hawkins 27.30