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home / news releases / tracking southeastern asset management portfolio q4

RNR - Tracking Southeastern Asset Management Portfolio - Q4 2021 Update

RenaissanceRe Holdings Ltd.
  • Southeastern’s 13F portfolio value increased from $5.27B to $5.96B this quarter. The number of positions increased from 28 to 33.
  • Southeastern Asset Management added Biogen, Liberty Broadband, and Fiserv while dropping Baidu.
  • The top three positions are Lumen Technologies, Mattel Inc., and CNX Resources, and they add up to ~27% of the portfolio.

For further details see:

Tracking Southeastern Asset Management Portfolio - Q4 2021 Update
Stock Information
Company Name: RenaissanceRe Holdings Ltd.
Stock Symbol: RNR
Market: NYSE
Website: renre.com
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