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Should You Hold Warner Bros Discovery (WBD)?

Longleaf Partners, managed by Southeastern Asset Management, released its “Partners Fund” fourth quarter 2023 investor letter. A copy of the same can be downloaded here. The Fund had a good year this time. The fund returned 7.99% in the fourth quarter, compared to S&P’s 11.69% return and Russell 1000 Value’s 9.50% return. The fund had 24.49% yearly […]

Live Nation Entertainment (LYV) Outperformed Expectations in Q4 and 2023

Longleaf Partners, managed by Southeastern Asset Management, released its “Partners Fund” fourth quarter 2023 investor letter. A copy of the same can be downloaded here. The Fund had a good year this time. The fund returned 7.99% in the fourth quarter, compared to S&P’s 11.69% return and Russell 1000 Value’s 9.50% return. The fund had 24.49% yearly […]

FedEx Corporation (FDX) Benefitted from Strong Pricing Power

Longleaf Partners, managed by Southeastern Asset Management, released its “Partners Fund” fourth quarter 2023 investor letter.

General Electric (GE): The Top Performer of Longleaf Partners

Longleaf Partners Fund s Q4 2023 Investor Letter

Longleaf Partners, managed by Southeastern Asset Management, released its “Partners Fund” fourth quarter 2023 investor letter.   The Fund had a good year this time.

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