Arkolith/Funds/Southeastern Asset Management Inc

Southeastern Asset Management Inc

CIK 807985
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

Southeastern Asset Management Inc holds a focused book of 49 stocks worth $2.0B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they trimmed CNX Resources Corp. Their largest long position is Rayonier Inc at 11% of the equity book. Cloning the disclosed picks since 2013 would be +114% (+6.2%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show SOUTHEASTERN ASSET MANAGEMENT INC/TN/'s latest
holdings, largest changes, and filing provenance.
Opened
0
new positions
Added to
12
existing
Trimmed
15
reduced
Sold out
4
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+114.2%
+6.2%/yr · since Nov '13
Their reported book
+119.0%
held from quarter-end
S&P 500
+418.4%
same window
$10K$20K$31K$41K$52KNov '13Oct '17Jan '20Mar '22May '24Jul '26
Southeastern Asset Management Inc (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +119.0%, a 4.7-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Southeastern Asset Management Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: focused book

Top 5 holdings
42%
Top 10 holdings
63%
Top 20 holdings
84%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

92% mapped to company sectors

Consumer Discretionary
21%
Real Estate
14%
Consumer Staples
13%
Industrials
9%
Health Care
9%
ETF / fund or unclassified
8%
Energy
8%
Materials
7%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

49 positions
#SecurityValueShares% PortLast moveHistory
1Rayonier Inc
COM
$221.9M10.76M
10.9%
+90%
Added · +5.1M sh
2Mattel Inc
COM
$186.2M12.81M
9.2%
+49%
Added · +4.2M sh
3Iac Inc
COM NEW
$161.0M4.02M
7.9%
+0.8%
Added · +33K sh
4CNX Res Corp
COM
$154.7M4.01M
7.6%
−15%
Reduced · −722K sh
5Albertsons Cos Inc
COMMON STOCK
$126.4M7.42M
6.2%
+20%
Added · +1.3M sh
6Regeneron Pharmaceuticals
COM
$101.0M130.7K
5.0%
−21%
Reduced · −35K sh
7Kraft Heinz Co
COM
$88.8M3.95M
4.4%
−12%
Reduced · −539K sh
8Fedex Corp
COM
$88.2M247.5K
4.3%
−31%
Reduced · −112K sh
9Fortune Brands Innovations I
COM
$83.9M2.15M
4.1%
+83%
Added · +975K sh
10MGM Resorts International
COM
$61.5M1.66M
3.0%
−18%
Reduced · −370K sh
11PVH Corporation
COM
$51.4M736.9K
2.5%
Held
12Gci Liberty Inc
COM SER C
$49.2M1.32M
2.4%
Held
13Tripadvisor Inc
COM
$49.0M4.60M
2.4%
+62%
Added · +1.8M sh
14Bio Rad Labs Inc
CL A
$45.4M162.8K
2.2%
−28%
Reduced · −65K sh
15Shenandoah Telecommunication
COM
$45.3M2.94M
2.2%
Held
16White MTNS Ins Group Ltd
COM
$41.4M18.9K
2.0%
−40%
Reduced · −13K sh
17CNH Indl N V
SHS
$40.9M3.72M
2.0%
Held
18Graham Hldgs Co
COM CL B
$39.9M37.8K
2.0%
+5.7%
Added · +2K sh
19Fidelity Natl Information SV
COM
$38.8M827.5K
1.9%
+33%
Added · +205K sh
20Empire ST Rlty TR Inc
CL A
$33.7M6.47M
1.7%
+75%
Added · +2.8M sh
21Acm Resh Inc
COM CL A
$30.8M782.9K
1.5%
−53%
Reduced · −897K sh
22New Oriental Ed & Technology
SPON ADR
$29.6M522.3K
1.5%
+38%
Added · +143K sh
23Atlanta Braves Hldgs Inc
COM SER C
$28.7M671.0K
1.4%
Held
24Dole PLC
ORD SHS
$27.6M1.93M
1.4%
Held
25Avantor Inc
COM
$27.6M3.52M
1.4%
−0.8%
Reduced · −28K sh
26Boston Beer Inc
CL A
$27.3M118.4K
1.3%
−20%
Reduced · −30K sh
27Sharkninja Inc
COM SHS
$26.5M250.7K
1.3%
−13%
Reduced · −39K sh
28Magnum Ice Cream Co NV
ORD SHS
$24.2M1.62M
1.2%
+13%
Added · +189K sh
29Alexanders Inc
COM
$23.4M99.0K
1.2%
−19%
Reduced · −24K sh
30Clearwater Paper Corp
COM
$21.9M1.53M
1.1%
+10%
Added · +145K sh
31Kaspi KZ JSC
SPONSORED ADS
$17.8M240.6K
0.9%
Held
32H World Group Ltd
SPONSORED ADS
$11.6M231.4K
0.6%
Held
33Melco Resorts And Entmnt Ltd
ADR
$10.2M1.80M
0.5%
Held
34Gci Liberty Inc
COM SER A
$3.0M80.7K
0.1%
Held
35Cardinal Health Inc
COM
$1.6M7.3K
0.1%
−15%
Reduced · −1K sh
36Affiliated Managers Group
COM
$1.5M5.6K
0.1%
Held
37Live Nation Entertainment In
COM
$1.3M8.4K
0.1%
Held
38Schein Henry Inc
COM
$1.3M17.0K
0.1%
Held
39Xpo Inc
COM
$1.2M6.3K
0.1%
−51%
Reduced · −7K sh
40Hyatt Hotels Corp
COM CL A
$1.1M7.7K
0.1%
Held
41Madison Square GRDN SPRT Cor
CL A
$1.0M3.2K
0.1%
Held
42PayPal Hldgs Inc
COM
$1.0M22.5K
0.0%
−96%
Reduced · −532K sh
43Enovis Corporation
COM
$1.0M44.3K
0.0%
Held
44Lazard Inc
COM
$790K18.6K
0.0%
Held
45Rxo Inc
COMMON STOCK
$639K43.7K
0.0%
Held
46Constellation Brands Inc
CL A
$549K3.7K
0.0%
Held
47Clarivate PLC
ORD SHS
$308K121.9K
0.0%
Held
48HDFC Bank Ltd
SPONSORED ADS
$260K10.5K
0.0%
Held
49Fiserv Inc
COM
$223K4.0K
0.0%
Held
Showing all 49 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 202684$2.0B13F-HR
Q4 2025Dec 31, 2025Feb 13, 202692$2.2B13F-HR
Q3 2025Sep 30, 2025Nov 14, 202587$2.0B13F-HR
Q2 2025Jun 30, 2025Aug 14, 202594$2.0B13F-HR
Q1 2025Mar 31, 2025May 15, 202585$1.9B13F-HR
Q4 2024Dec 31, 2024Feb 14, 202588$2.1B13F-HR
Q3 2024Sep 30, 2024Nov 14, 202492$2.1B13F-HR
Q2 2024Jun 30, 2024Aug 14, 202494$2.3B13F-HR
Q1 2024Mar 31, 2024May 15, 202489$2.6B13F-HR
Q4 2023Dec 31, 2023Feb 14, 202490$2.6B13F-HR
Q3 2023Sep 30, 2023Nov 14, 202394$2.7B13F-HR
Q2 2023Jun 30, 2023Aug 14, 202394$2.8B13F-HR
Q1 2023Mar 31, 2023May 15, 202396$3.0B13F-HR
Q4 2022Dec 31, 2022Feb 14, 202389$2.9B13F-HR
Q3 2022Sep 30, 2022Nov 14, 202290$4.0B13F-HR
Q2 2022Jun 30, 2022Aug 12, 202281$4.7B13F-HR
Q1 2022Mar 31, 2022May 16, 202280$5.7B13F-HR
Q4 2021Dec 31, 2021Feb 15, 202276$6.0B13F-HR
Q3 2021Sep 30, 2021Nov 15, 202167$5.3B13F-HR
Q2 2021Jun 30, 2021Aug 13, 202150$5.0B13F-HR
Q1 2021Mar 31, 2021May 17, 202149$4.7B13F-HR
Q4 2020Dec 31, 2020Feb 16, 202151$4.5B13F-HR
Q3 2020Sep 30, 2020Nov 16, 202055$3.9B13F-HR
Q2 2020Jun 30, 2020Aug 14, 202055$4.0B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.