Longleaf Partners Fund Family Report
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  • Select a Fund Family
  • Performance
    05-31-19

    Total ReturnCategory Average
    Total Return-12.8119.8113.77-10.582.89
    Category Average-4.1212.3517.35-10.758.73
    Assets for Each Yr*8.738.628.526.336.63
    *billions

    Trailing Returns %
    05-31-19

      YTD 3 Year 5 Year    
    Fund Family 2.89 4.64 1.72

    Key Stats
    05-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $6,631 mil $10,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.1 77.19 0.95 Average
    International Stock 2.8 22.81 1.19 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    06-18-19

      Sector YTD Return % % Net Assets  
    Park Hotels & Resorts Inc* RealEstate 11.89 3.91
    Graham Holdings Co* Consumer Defensive 10.85 3.34
    Lazard Ltd Shs A* Financial Services -4.33 2.73
    GCI Liberty Inc A* Communication Services 49.13 2.65
    General Electric Co* Industrials 39.89 2.52
    PotlatchDeltic Corp* RealEstate 26.01 2.52
    Allergan PLC* Healthcare -8.63 1.58
    Liberty Formula One Group C* Consumer Cyclical 20.88 1.41
    Comcast Corp Class A* Communication Services 27.64 1.36
    Liberty Formula One Group A* Consumer Cyclical 20.36 1.15

    Best 5-Year Relative Performance | More
    06-18-19

    Worst 5-Year Relative Performance | More
    06-18-19

    Lowest Expenses | More
    06-18-19

    Highest Expenses | More
    06-18-19

    Longest Manager Tenure | More
    06-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Longleaf Partners O. Mason Hawkins 19.80
    Longleaf Partners Sm O. Mason Hawkins 19.70
    Longleaf Partners In G. Staley Cates 13.10
    Longleaf Partners Gl G. Staley Cates 4.50

    Shortest Manager Tenure | More
    06-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Longleaf Partners Gl G. Staley Cates 4.50
    Longleaf Partners In G. Staley Cates 13.10
    Longleaf Partners Sm O. Mason Hawkins 19.70
    Longleaf Partners O. Mason Hawkins 19.80