Longleaf Partners Fund Family Report
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  • Select a Fund Family
  • Performance
    10-31-18

    Total ReturnCategory Average
    Total Return4.55-12.8119.8113.77-0.74
    Category Average7.81-2.8510.5019.00-2.78
    Assets for Each Yr*13.548.738.628.527.60
    *billions

    Trailing Returns %
    10-31-18

      YTD 3 Year 5 Year    
    Fund Family -0.74 9.69 5.10

    Key Stats
    10-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $7,600 mil $10,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.4 83.41 0.94 Average
    International Stock 3.0 16.59 1.25 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    11-13-18

      Sector YTD Return % % Net Assets  
    CenturyLink Inc* Communication Services 22.36 8.13
    FedEx Corp* Industrials -10.11 2.34
    Viasat Inc* Technology -6.39 2.28
    Liberty Formula One Group C* Consumer Cyclical -5.30 2.06
    Eastman Kodak Co* Technology 25.81 2.00
    Alphabet Inc Class C* Technology -0.99 1.80
    Allergan PLC* Healthcare 1.19 1.80
    Comcast Corp Class A* Communication Services -4.00 1.77
    CNH Industrial NV* Industrials -25.37 1.71
    United Technologies Corp* Industrials 2.86 1.61
    Liberty Formula One Group A* Consumer Cyclical -5.32 1.00
    Belmond Ltd Class A* Consumer Cyclical 50.20 0.77
    GCI Liberty Inc A* Communication Services -14.33 0.11

    Best 5-Year Relative Performance | More
    11-13-18

    Worst 5-Year Relative Performance | More
    11-13-18

    Lowest Expenses | More
    11-13-18

    Highest Expenses | More
    11-13-18

    Longest Manager Tenure | More
    11-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    Longleaf Partners O. Mason Hawkins 19.20
    Longleaf Partners Sm O. Mason Hawkins 19.10
    Longleaf Partners In G. Staley Cates 12.50
    Longleaf Partners Gl G. Staley Cates 5.90

    Shortest Manager Tenure | More
    11-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    Longleaf Partners Gl G. Staley Cates 5.90
    Longleaf Partners In G. Staley Cates 12.50
    Longleaf Partners Sm O. Mason Hawkins 19.10
    Longleaf Partners O. Mason Hawkins 19.20