Longleaf Partners Fund Family Report
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  • Select a Fund Family
  • Performance
    06-30-17

    Total ReturnCategory Average
    Total Return31.304.55-12.8119.818.02
    Category Average30.727.81-2.8510.508.29
    Assets for Each Yr*14.6913.548.738.628.97
    *billions

    Trailing Returns %
    06-30-17

      YTD 3 Year 5 Year    
    Fund Family 8.02 3.30 11.27

    Key Stats
    06-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $8,967 mil $10,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 1.7 84.33 0.93 Below Avg
    International Stock 2.9 15.67 1.33 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    07-27-17

      Sector YTD Return % % Net Assets  
    Level 3 Communications Inc* Communication Services 5.00 7.77
    Consol Energy Inc* Energy -6.91 7.59
    Graham Holdings Co* Consumer Defensive 16.15 5.39
    FedEx Corp* Industrials 11.94 4.02
    Liberty Formula One Group C* Consumer Cyclical 9.42 3.17
    Alphabet Inc C* Technology 21.02 2.79
    Wynn Resorts Ltd* Consumer Cyclical 49.14 2.72
    United Technologies Corp* Industrials 9.48 1.96
    CNH Industrial NV* Industrials 33.37 1.90
    Scripps Networks Interactive Inc* Consumer Cyclical 21.91 1.85
    Rayonier Inc* Basic Materials 11.99 1.83
    Actuant Corp Class A* Industrials -7.90 1.74
    Scripps Networks Interactive Inc* Consumer Cyclical 21.91 1.60
    Deltic Timber Corp* Basic Materials -4.58 1.60
    Chesapeake Energy Corp* Energy -27.92 1.54
    Tribune Media Co A* Consumer Cyclical 38.25 1.17
    T. Rowe Price Group Inc* Financial Services 11.36 0.94
    Liberty Formula One Group A* Consumer Cyclical 5.55 0.21

    Best 5-Year Relative Performance | More
    07-27-17

    Worst 5-Year Relative Performance | More
    07-27-17

    Lowest Expenses | More
    07-27-17

    Highest Expenses | More
    07-27-17

    Longest Manager Tenure | More
    07-27-17

    Fund Name   Manager Name Avg Manager Tenure  
    Longleaf Partners O. Mason Hawkins 26.80
    Longleaf Partners Sm O. Mason Hawkins 17.80
    Longleaf Partners In G. Staley Cates 13.00
    Longleaf Partners Gl G. Staley Cates 4.60

    Shortest Manager Tenure | More
    07-27-17

    Fund Name   Manager Name Avg Manager Tenure  
    Longleaf Partners Gl G. Staley Cates 4.60
    Longleaf Partners In G. Staley Cates 13.00
    Longleaf Partners Sm O. Mason Hawkins 17.80
    Longleaf Partners O. Mason Hawkins 26.80