LLPF.X — Longleaf Partners Funds Trust - Longleaf Partners Fund 13F holdings and portfolio analysis
Sign in to clone a new branch from the selected plan, then continue optimizing in the new branch.
Baseline
Analysis messagesPre-generated Q&A about this fund. Use as reference context for your own analysis.
The baseline is a direct read-through of the disclosed 13F manager portfolio. It is led by IAC 8.65%, MAT (Mattel, Inc.) 7.63%, and REGN (Regeneron Pharmaceuticals, Inc.) 7.59%, with sector exposure of Consumer Discretionary 17.47%, Health Care 16.49%, and Consumer Staples 13.75%. The baseline metrics show return 4.80%, alpha -7.71%, beta 1.03, Sharpe 0.32, Sortino 0.42, and max drawdown -51.00%, so this should be treated as an equity exposure with its own concentration and timing risk rather than a neutral benchmark clone.
The latest change list shows IAC unchanged to 8.65%; MAT unchanged to 7.63%; REGN unchanged to 7.59%. Combined with top 5 38.38%, top 10 67.89%, top 20 99.99%, that tells the user whether the baseline is becoming more concentrated or simply refreshing existing exposure. For a static page, this is the best first check before deciding whether the raw disclosed book is still acceptable.
Concentration is the first item to inspect: top 5 38.38%, top 10 67.89%, top 20 99.99%. The largest names are IAC 8.65%, MAT (Mattel, Inc.) 7.63%, REGN (Regeneron Pharmaceuticals, Inc.) 7.59%, CNX 7.55%, and KHC (The Kraft Heinz Company) 6.96%, and the largest sector exposures are Consumer Discretionary 17.47%, Health Care 16.49%, and Consumer Staples 13.75%. If those exposures reverse, baseline performance can diverge sharply from a broad index.