Longleaf Partners Fund Q1 2025 Commentary
Source: SeekingAlpha
2025-04-13 09:51:00 ET
Summary
- Performance in the first half of the quarter was impacted by a cluster of companies with over 10% stock price moves.
- While our stock price performance was close to the volatile index by quarter end, our confidence in prospective returns grew as the quarter progressed.
- We initiated one new position in the portfolio during the quarter, a leading healthcare company with a net cash balance sheet and great owner-partners.
Fund Characteristics | |
P/V Ratio | Low-60s% |
Cash | 20.2% |
# of Holdings | 17 |
All data as of March 31, 2025 | ||||||
Annualized Total Return | ||||||
1Q | 1 Year | 3 Year | 5 Year | 10 Year | Since Inception | |
(%) | (%) | (%) | (%) | (%) | (%) | |
Partners Fund | -5.14 | -3.18 | -0.29 | 13.62 | 3.80 | 9.16 |
S&P 500 | -4.27 | 8.25 | 9.06 | 18.59 | 12.50 | 10.43 |
Russell 1000 Value | 2.14 | 7.18 | 6.64 | 16.15 | 8.79 | 9.73 |
Inception date 4/8/1987 |
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Longleaf Partners Fund Q1 2025 Commentary
Bio-Rad Laboratories Inc. Class A
NASDAQ: BIO
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Biotechnology & Life Sciences
Healthcare
US
Hercules
