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BABAF - Tracking Southeastern Asset Management Portfolio - Q1 2021 Update

  • Southeastern’s 13F portfolio value increased from $4.48B to $4.68B this quarter. The number of positions decreased from 25 to 24.
  • Southeastern Asset Management added Biogen, Alibaba Group Holdings, and JOYY Inc. while dropping DuPont de Nemours, PotlatchDeltic, Trip.com, and Formula One during the quarter.
  • The top three positions are Lumen Technologies, CNX Resources, and Mattel Inc., and they add up to one-third of the portfolio.

For further details see:

Tracking Southeastern Asset Management Portfolio - Q1 2021 Update
Stock Information

Company Name: Alibaba Group Holding Ltd
Stock Symbol: BABAF
Market: OTC
Website: alibabagroup.com

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