Longleaf Partners Fund Family Report
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  • Performance
    10-31-17

    Total ReturnCategory Average
    Total Return31.304.55-12.8119.8111.29
    Category Average30.727.81-2.8510.5014.60
    Assets for Each Yr*14.6913.548.738.628.85
    *billions

    Trailing Returns %
    10-31-17

      YTD 3 Year 5 Year    
    Fund Family 11.29 4.94 10.25

    Key Stats
    10-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $8,850 mil $10,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 1.7 83.88 0.93 Below Avg
    International Stock 2.0 16.12 1.33 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    11-16-17

      Sector YTD Return % % Net Assets  
    Wynn Resorts Ltd* Consumer Cyclical 79.40 4.25
    Consol Energy Inc* Energy -12.07 4.00
    FedEx Corp* Industrials 17.78 3.03
    Graham Holdings Co* Consumer Defensive 12.39 2.86
    Scripps Networks Interactive Inc* Consumer Cyclical 13.09 2.81
    Viasat Inc* Technology 11.08 2.53
    Alphabet Inc C* Technology 33.77 2.24
    United Technologies Corp* Industrials 10.03 2.10
    Liberty Formula One Group C* Consumer Cyclical 17.56 2.08
    Sonic Corp* Consumer Cyclical -5.13 1.88
    CNH Industrial NV* Industrials 47.06 1.86
    Actuant Corp Class A* Industrials -2.93 1.60
    Deltic Timber Corp* Basic Materials 23.58 1.50
    Chesapeake Energy Corp* Energy -45.16 1.27
    Everest Re Group Ltd* Financial Services 5.92 1.25
    Park Hotels & Resorts Inc* Consumer Cyclical 10.37 1.22
    T. Rowe Price Group Inc* Financial Services 29.21 1.00
    Eastman Kodak Co* Technology -75.81 0.41
    Liberty Formula One Group A* Consumer Cyclical 12.70 0.22
    Seacor Marine Holdings Inc* Industrials 0.13

    Best 5-Year Relative Performance | More
    11-16-17

    Worst 5-Year Relative Performance | More
    11-16-17

    Lowest Expenses | More
    11-16-17

    Highest Expenses | More
    11-16-17

    Longest Manager Tenure | More
    11-16-17

    Fund Name   Manager Name Avg Manager Tenure  
    Longleaf Partners O. Mason Hawkins 27.10
    Longleaf Partners Sm O. Mason Hawkins 18.10
    Longleaf Partners In G. Staley Cates 13.30
    Longleaf Partners Gl G. Staley Cates 4.90

    Shortest Manager Tenure | More
    11-16-17

    Fund Name   Manager Name Avg Manager Tenure  
    Longleaf Partners Gl G. Staley Cates 4.90
    Longleaf Partners In G. Staley Cates 13.30
    Longleaf Partners Sm O. Mason Hawkins 18.10
    Longleaf Partners O. Mason Hawkins 27.10