SOUTHEASTERN ASSET Overview
Southeastern Asset Management Inc is an investment advisor that manages 28.8 BN dollars in regulatory AUM and has 60 employees, of which 11 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 12/31/22. The fund's latest filing disclosed 3BN in positions, representing 10% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 12/31/22. The fund's latest filing disclosed 3BN in positions, representing 10% of the manager's regulatory AUM.
SOUTHEASTERN ASSET StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
SOUTHEASTERN ASSET Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| CNX | 7.45% | Energy | 4.56% | 0.4% | 4 | 4% | ||
| MAT | 7.01% | Cons. Disc. | -0.87% | -0.39% | 3 | 4% | ||
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FEATURED IN
SOUTHEASTERN ASSET Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Otis M. Hawkins | Chairman-Ceo/Shareholder/Director | September-1975 |
| George S. Cates | President/Shareholder/Director | August-1987 |
| Andrew R. Mccarroll | General Counsel / Shareholder | January-2003 |
| Michael J. Wittke | Chief Compliance Officer | January-2005 |
| Richard W. Hussey | Chief Operating Officer / Shareholder / Director | September-2006 |
| Steven G. Fracchia | Chief Financial Officer / Secretary / Shareholder | January-2008 |
| Raymond E. Glotzbach | Direct Owner Over 5% | October-2011 |
SOUTHEASTERN ASSET Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
SOUTHEASTERN ASSET Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Form ADV Part 2A, Item 8
THIS SECTION IS REQUIRED. YOU MAY NOT OMIT THIS HEADING. You must answer each item. If an item is not applicable, you must state that it is not applicable.
A. Describe the methods of analysis and investment strategies you use in formulating investment advice or managing assets. Explain that investing in securities involves risk of loss that clients should be prepared to bear.
Determining Business or Intrinsic Value.
Our research team appraises businesses by studying financial statements, regulatory information, trade publications, and other industry and corporate data, and by talking with corporate management, competitors, and suppliers.
We use two primary methods of appraisal. The first seeks to assess the company’s liquidation value based on the current economic worth of corporate assets and liabilities. The second method seeks to determi...
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Form ADV Part 2A, Item 8
THIS SECTION IS REQUIRED. YOU MAY NOT OMIT THIS HEADING. You must answer each item. If an item is not applicable, you must state that it is not applicable.
A. Describe the methods of analysis and investment strategies you use in formulating investment advice or managing assets. Explain that investing in securities involves risk of loss that clients should be prepared to bear.
Determining Business or Intrinsic Value.
Our research team appraises businesses by studying financial statements, regulatory information, trade publications, and other industry and corporate data, and by talking with corporate management, competitors, and suppliers.
We use two primary methods of appraisal. The first seeks to assess the company’s liquidation value based on the current economic worth of corporate assets and liabilities. The second method seeks to determi...
Get the Full Report
SOUTHEASTERN ASSET Portfolio Concentration
SOUTHEASTERN ASSET Location
6410 POPLAR AVE., STE. 900
MEMPHIS, Tennessee
UNITED STATES, 38119-4843
MEMPHIS, Tennessee
UNITED STATES, 38119-4843
SOUTHEASTERN ASSET Contact Information
Phone Number: 901-761-2474
Fax Number: 901-818-5160
Website: http://southeasternasset.com
Fax Number: 901-818-5160
Website: http://southeasternasset.com
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