Southeastern Asset Management Inc/Tn/
CIK 0000807985 · As of Q2 2013 · filed Aug 13, 2013
| CHKEUR CHESAPEAKE ENERGY CORP | 8.7% | — | 86,977,741 | $1.77B |
| L LOEWS CORP | 8.0% | — | 36,813,889 | $1.63B |
| FDX FEDEX CORP | 7.9% | — | 16,244,306 | $1.60B |
| DIRECTV | 7.4% | — | 24,421,732 | $1.51B |
| Aon PLC | 6.0% | — | 18,901,702 | $1.22B |
| BNY BANK OF NEW YORK MELLON CORP | 5.9% | — | 42,552,699 | $1.19B |
| TRV TRAVELERS COS INC | 5.6% | — | 14,312,849 | $1.14B |
| MDLZ MONDELEZ INTERNATIONAL INC-A | 5.4% | — | 38,518,831 | $1.10B |
| Level 3 Communications Inc. | 5.0% | — | 48,223,036 | $1.02B |
| MUR MURPHY OIL CORP | 4.8% | — | 16,060,252 | $977.9M |
| Dell Inc. | 4.7% | — | 71,186,328 | $948.6M |
| CONSOL Energy Inc. | 3.2% | — | 24,163,591 | $654.8M |
| EG EVEREST GROUP LTD | 2.7% | — | 4,338,682 | $556.5M |
| Texas Industries Inc. | 2.6% | — | 8,183,457 | $533.1M |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | 2.6% | — | 4,702,096 | $526.3M |
| PHG KONINKLIJKE PHILIPS NVR- NY | 2.6% | — | 19,169,750 | $521.2M |
| ABT ABBOTT LABORATORIES | 2.5% | — | 14,418,305 | $502.9M |
| CX CEMEX SAB-SPONS ADR PART CER | 2.1% | — | 41,227,246 | $436.2M |
| tw telecom inc. | 1.6% | — | 11,619,966 | $327.0M |
| VMC VULCAN MATERIALS CO | 1.5% | — | 6,125,233 | $296.5M |
| The Washington Post Company | 1.3% | — | 548,310 | $265.3M |
| MTN VAIL RESORTS INC | 1.0% | — | 3,407,758 | $209.6M |
| WEN WENDY'S CO | 1.0% | — | 35,015,000 | $204.1M |
| Saks Incorporated | 0.9% | — | 13,180,706 | $179.8M |
| CNH Global N.V. | 0.8% | — | 3,815,399 | $158.9M |
| SNI SCRIPPS NETWORKS INTER-CL A | 0.7% | — | 2,223,049 | $148.4M |
| MLM MARTIN MARIETTA MATERIALS | 0.6% | — | 1,193,012 | $117.4M |
| LMEUR LEGG MASON INC | 0.6% | — | 3,703,721 | $114.9M |
| Vodafone Group Plc ADR | 0.5% | — | 3,381,307 | $97.2M |
| SCI SERVICE CORP INTERNATIONAL | 0.5% | — | 5,295,700 | $95.5M |
| DIN DINE BRANDS GLOBAL INC | 0.5% | — | 1,364,900 | $94.0M |
| CEMEX 3.75 03/15/18 PRN CEMEX SAB DE CV | 0.4% | — | 58,000,000 | $71.6M |
| MOS MOSAIC CO | 0.2% | — | 904,313 | $48.7M |
| Quicksilver Resources Inc. | 0.2% | — | 22,918,692 | $38.5M |
| VNO VORNADO REALTY TRUST | 0.1% | — | 339,902 | $28.2M |
| LVLT 6.5 10/01/16 PRN LEVEL 3 COMMUNICATIONS | 0.1% | — | 8,000,000 | $10.9M |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | 0.0% | — | 7 | $1.2M |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.