LLSCX : Longleaf Partners Small-Cap Fund

LLSCX is a US Stocks Market Mid-Cap Blend with MODERATE fees.

LLSCX

Longleaf Partners Small-Cap Fund

FI Score

55 /100

Expense Ratio Rating

6 /10

Expense Rating

1 /10

Market Score

8 /10

Category Score

5 /10

Market Size

8 /10

55% FI Score
  • llscx
  • Mutual Fund
  • US Stocks
  • Mid-Cap Blend

Longleaf Partners Small-Cap Fund

Expenses: 0.93% (Better than 1% of similar funds)

This is an OK choice for a Mid-Cap Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term capital growth. The Small-Cap Fund normally invests at least 80% of net assets plus any borrowings for investment purposes in the equity securities, including convertible securities, of a limited number of companies whose market capitalizations at the time of purchase are considered small cap. The fund primarily owns common stock but may purchase other types of securities. It is non-diversified.

Largest Holdings

Amount Holding
11.01% CenturyLink Inc
7.33% Eastman Kodak Company Convertible Preferred Stock - Series A
6.58% Mattel Inc
6.11% PotlatchDeltic Corp
4.80% Graham Holdings Co
4.69% CNX Resources Corp
4.67% Lazard Ltd Shs A
4.37% Enerpac Tool Group Corp Class A
4.35% Eastman Kodak Cr Corp Medium Te CMO 5%
4.25% GCI Liberty Inc A
3.95% Viasat Inc
3.53% Lanxess AG
3.47% Dillard's Inc Class A
3.25% OCI NV
3.18% Liberty Formula One Group C
3.10% Liberty Formula One Group A
3.03% Empire State Realty Trust Inc Class A
2.46% Realogy Holdings Corp
2.39% Univar Solutions Inc
2.37% Neiman Marcus Group LTD LLC / The Neiman Marcus Group LLC / Mariposa Borrow
2.12% Park Hotels & Resorts Inc
1.84% Hyatt Hotels Corp
0.88% Neiman Marcus Group LTD LLC / Mariposa Borrower, Inc. 8%
0.34% Eastman Kodak Co
0.07% Neiman Marcus Group LTD LLC / Mariposa Borrower, Inc. 8.75%

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