Longleaf Partners Small-Cap Fund (LLSCX)
Top Ten Holdings at 3/31/13
| Holding | Industry | Percent |
|---|---|---|
| Texas Industries | Construction Materials | 11.9% |
| Vail Resorts | Hotels, Restaurants & Leisure | 5.2 |
| Saks | Multiline Retail | 4.9 |
| The Washington Post Company | Media | 4.8 |
| Everest Re | Insurance | 4.7 |
| Fairfax Financial | Insurance | 4.5 |
| Lamar Advertising | Media | 4.3 |
| Legg Mason | Capital Markets | 4.2 |
| Wendy's | Hotels, Restaurants & Leisure | 4.0 |
| Scripps Networks Interactive | Media | 3.7 |
| Total | 52.2% |
Portfolio Composition at 3/31/13
| Equities & Other | 71.0% | |
| Bonds | 1.0 | |
| Cash | 28.0 | |
| Total | 100.0% |
Sector Composition at 3/31/13
| Consumer Discretionary | 50.9% | |
| Materials | 18.9 | |
| Financials | 18.6 | |
| Telecommunication Services | 9.2 | |
| Consumer Staples | 2.4 | |
| Total | 100.0% |
Quarter End Performance Contribution at 3/31/13
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Average annual returns for the Fund for 1, 5, and 10 year periods ended 3/31/13 are 25.40%, 10.21%, 13.27%. View current month-end performance or a current Prospectus and Summary Prospectus, both of which should be read carefully before investing to learn about the investment objectives, risks, charges and expenses of the Longleaf Partners Funds.
Sector Composition does not include derivatives or cash. The above holdings do not represent all of the securities purchased, sold, or recommended for the Fund. Discussion of particular investments is not a recommendation to buy or sell any security.
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