Southeastern Asset Management Inc/Tn/
CIK 0000807985 · As of Q4 2013 · filed Feb 14, 2014
| FDX FEDEX CORP | 9.4% | Reduced −14.0% | 13,325,734 | $1.92B |
| CHKEUR CHESAPEAKE ENERGY CORP | 9.1% | Reduced −10.5% | 68,676,612 | $1.86B |
| L LOEWS CORP | 8.3% | Reduced −2.1% | 34,984,792 | $1.69B |
| Level 3 Communications Inc. | 7.9% | Reduced −0.8% | 48,481,997 | $1.61B |
| DIRECTV | 7.3% | Reduced −6.1% | 21,710,357 | $1.50B |
| BNY BANK OF NEW YORK MELLON CORP | 6.7% | Reduced −3.0% | 39,369,655 | $1.38B |
| MDLZ MONDELEZ INTERNATIONAL INC-A | 6.1% | Reduced −3.6% | 35,126,712 | $1.24B |
| MUR MURPHY OIL CORP | 4.8% | Reduced −2.0% | 14,987,872 | $972.4M |
| TRV TRAVELERS COS INC | 4.3% | Reduced −27.3% | 9,622,959 | $871.3M |
| Aon PLC | 4.2% | Reduced −33.4% | 10,339,122 | $867.3M |
| CONSOL Energy Inc. | 4.2% | Added +1.9% | 22,691,279 | $863.2M |
| EG EVEREST GROUP LTD | 3.2% | Added +3.8% | 4,158,249 | $648.1M |
| PHG KONINKLIJKE PHILIPS NVR- NY | 2.7% | Reduced −4.2% | 15,162,171 | $560.5M |
| Texas Industries Inc. | 2.7% | Reduced −0.2% | 8,060,157 | $554.4M |
| ABT ABBOTT LABORATORIES | 2.5% | Reduced −2.1% | 13,445,344 | $515.4M |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | 2.5% | Reduced −2.1% | 4,240,058 | $502.7M |
| NWS NEWS CORP - CLASS B | 2.2% | Added +5.2% | 25,285,898 | $450.8M |
| GHC GRAHAM HOLDINGS CO-CLASS B | 1.8% | New | 543,210 | $360.3M |
| tw telecom inc. | 1.6% | Reduced −3.5% | 11,006,337 | $335.4M |
| VMC VULCAN MATERIALS CO | 1.4% | Reduced −18.6% | 4,982,724 | $296.1M |
| MTN VAIL RESORTS INC | 0.9% | Reduced −25.0% | 2,556,858 | $192.4M |
| SNI SCRIPPS NETWORKS INTER-CL A | 0.9% | Held | 2,223,049 | $192.1M |
| ESRT EMPIRE STATE REALTY TRUST-A | 0.9% | New | 12,415,753 | $190.0M |
| NWSA NEWS CORP - CLASS A | 0.7% | Added +320.3% | 7,667,791 | $138.2M |
| CNH CNH INDUSTRIAL NV | 0.7% | Reduced −16.9% | 12,061,806 | $136.9M |
| LMEUR LEGG MASON INC | 0.7% | Reduced −15.8% | 3,117,887 | $135.6M |
| Vodafone Group Plc ADR | 0.6% | Reduced −2.4% | 3,003,503 | $118.1M |
| DIN DINE BRANDS GLOBAL INC | 0.5% | Reduced −3.7% | 1,315,000 | $109.9M |
| MLM MARTIN MARIETTA MATERIALS | 0.5% | Reduced −5.2% | 1,039,807 | $103.9M |
| WEN WENDY'S CO | 0.5% | Reduced −41.4% | 11,054,728 | $96.4M |
| VNO VORNADO REALTY TRUST | 0.1% | Held | 232,202 | $20.6M |
| RYN RAYONIER INC | 0.0% | New | 92,553 | $3.9M |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | 0.0% | Held | 7 | $1.2M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| CX CEMEX SAB-SPONS ADR PART CER | 35,375,663 | $395.5M |
| The Washington Post Company | 543,610 | $332.3M |
| MOS MOSAIC CO | 539,600 | $23.2M |
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.