Longleaf Partners Small-Cap Fund Q2 2025 Commentary

July 22, 2025 09:40:00 am

Source: SeekingAlpha

2025-07-22 09:40:00 ET

Fund Characteristics
P/V Ratio	High-60s%
Cash	11.0%
# of Holdings	20

All data as of June 30, 2025

				Annualized Total Return
2Q	YTD	1 Year	3 Year	5 Year	10 Year	Since Inception
(%)	(%)	(%)	(%)	(%)	(%)	(%)
Small-Cap Fund	2.70	4.24	11.75	9.28	12.11	5.41	9.74
Russell 3000	10.99	5.75	15.30	19.08	15.96	12.96	10.90
Russell 2000	8.50	-1.78	7.68	10.00	10.04	7.12	9.04

Inception date 2/21/1989. Effective May 1, 2024, the Fund changed its broad-based securities market index to the Russell 3000 Index due to regulatory requirements. The Fund retained the Russell 2000 Index as a performance benchmark because it is more closely aligned with the Fund’s investment strategies and restrictions.

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Longleaf Partners Small-Cap Fund Q2 2025 Commentary