Longleaf Partners Fund Family Report
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  • Select a Fund Family
  • Performance
    07-31-19

    Total ReturnCategory Average
    Total Return-12.8119.8113.77-10.5811.39
    Category Average-4.1212.3517.35-10.7516.47
    Assets for Each Yr*8.738.628.526.336.98
    *billions

    Trailing Returns %
    07-31-19

      YTD 3 Year 5 Year    
    Fund Family 11.39 6.14 3.31

    Key Stats
    07-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $6,975 mil $10,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.1 77.27 0.95 Average
    International Stock 2.9 22.73 1.19 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    08-13-19

      Sector YTD Return % % Net Assets  
    CenturyLink Inc* Communication Services -20.92 5.76
    Park Hotels & Resorts Inc* RealEstate -3.81 3.91
    Graham Holdings Co* Consumer Defensive 11.99 3.34
    GCI Liberty Inc A* Communication Services 43.44 2.65
    Eastman Kodak Co* Industrials -19.61 2.17
    FedEx Corp* Industrials 0.30 2.16
    Viasat Inc* Technology 36.64 1.86
    Allergan PLC* Healthcare 21.32 1.58
    Realogy Holdings Corp* RealEstate -57.56 1.52
    Wynn Resorts Ltd* Consumer Cyclical 11.90 1.44
    Liberty Formula One Group C* Consumer Cyclical 31.89 1.41
    Liberty Formula One Group A* Consumer Cyclical 29.44 1.15

    Best 5-Year Relative Performance | More
    08-13-19

    Worst 5-Year Relative Performance | More
    08-13-19

    Lowest Expenses | More
    08-13-19

    Highest Expenses | More
    08-13-19

    Longest Manager Tenure | More
    08-13-19

    Fund Name   Manager Name Avg Manager Tenure  
    Longleaf Partners O. Mason Hawkins 19.90
    Longleaf Partners Sm O. Mason Hawkins 19.80
    Longleaf Partners In G. Staley Cates 13.20
    Longleaf Partners Gl G. Staley Cates 4.60

    Shortest Manager Tenure | More
    08-13-19

    Fund Name   Manager Name Avg Manager Tenure  
    Longleaf Partners Gl G. Staley Cates 4.60
    Longleaf Partners In G. Staley Cates 13.20
    Longleaf Partners Sm O. Mason Hawkins 19.80
    Longleaf Partners O. Mason Hawkins 19.90