Longleaf Partners Fund Quote
| LLPFX Fund | USD 22.25 0.02 0.09% |
PerformanceGood
| Odds Of DistressLow
|
Longleaf Partners is trading at 22.25 as of the 2nd of February 2026; that is 0.09 percent increase since the beginning of the trading day. The fund's open price was 22.23. Longleaf Partners has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 4th of November 2025 and ending today, the 2nd of February 2026. Click here to learn more.
The fund primarily owns common stock or securities convertible into common stock but may purchase other types of securities. The fund may invest up to 30 percent of assets in non-U.S. securities, which could include emerging market issuers, and may achieve its exposure to non-U.S. More on Longleaf Partners Fund
Moving together with Longleaf Mutual Fund
Longleaf Mutual Fund Highlights
| Fund Concentration | Longleaf Partners Funds, Large Funds, Mid-Cap Value Funds, Mid-Cap Value, Longleaf Partners (View all Sectors) |
| Update Date | 31st of December 2025 |
| Expense Ratio Date | 1st of May 2025 |
| Fiscal Year End | December |
Longleaf Partners Fund [LLPFX] is traded in USA and was established 2nd of February 2026. Longleaf Partners is listed under Longleaf Partners category by Fama And French industry classification. The fund is listed under Mid-Cap Value category and is part of Longleaf Partners family. This fund now has accumulated 1.1 B in assets with minimum initial investment of 10 K. Longleaf Partners is currently producing year-to-date (YTD) return of 1.35% with the current yeild of 0.01%, while the total return for the last 3 years was 6.68%.
Check Longleaf Partners Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Longleaf Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Longleaf Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Longleaf Partners Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Longleaf Partners Risk Profiles
| Mean Deviation | 0.8795 | |||
| Semi Deviation | 0.6681 | |||
| Standard Deviation | 1.83 | |||
| Variance | 3.35 |
Longleaf Partners Against Markets
Longleaf Mutual Fund Analysis Notes
The fund maintains about 19.32% of assets in cash. Large To find out more about Longleaf Partners Fund contact the company at 800-445-9469.Longleaf Partners Investment Alerts
| Latest headline from news.google.com: Longleaf Partners Fund 2025 Annual Commentary - Seeking Alpha | |
| The fund maintains about 19.32% of its assets in cash |
Top Longleaf Partners Fund Mutual Fund Constituents
| TROW | T Rowe Price | Stock | |
| WYNN | Wynn Resorts Limited | Stock | |
| HCMLF | Holcim | Pink Sheet | |
| GOOG | Alphabet Inc Class C | Stock | |
| WMB | Williams Companies | Stock | |
| MGM | MGM Resorts International | Stock | |
| MAT | Mattel Inc | Stock | |
| LUMN | Lumen Technologies | Stock | |
| GE | GE Aerospace | Stock | |
| FDX | FedEx | Stock | |
| DEI | Douglas Emmett | Stock | |
| CNX | CNX Resources Corp | Stock | |
| CMCSA | Comcast Corp | Stock | |
| AMG | Affiliated Managers Group | Stock | |
| PK | Park Hotels Resorts | Stock |
Longleaf Partners Outstanding Bonds
Longleaf Partners issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Longleaf Partners uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Longleaf bonds can be classified according to their maturity, which is the date when Longleaf Partners Fund has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
Longleaf Partners Predictive Daily Indicators
Longleaf Partners intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Longleaf Partners mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Daily Balance Of Power | 9.2 T | |||
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 22.25 | |||
| Day Typical Price | 22.25 | |||
| Price Action Indicator | 0.01 | |||
| Period Momentum Indicator | 0.02 | |||
| Relative Strength Index | 60.23 |
Longleaf Partners Forecast Models
Longleaf Partners' time-series forecasting models are one of many Longleaf Partners' mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Longleaf Partners' historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.Other Information on Investing in Longleaf Mutual Fund
Longleaf Partners financial ratios help investors to determine whether Longleaf Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Longleaf with respect to the benefits of owning Longleaf Partners security.
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