Longleaf Partners Small Cap Fund Quote
| LLSCX Fund | USD 28.63 -0.18 -0.62% |
Performance Weak
| Odds Of Distress Low
|
As of 10th of March 2026, Longleaf Partners is priced at 28.63, reflecting 0.62 percent decrease since the beginning of the trading session after opening at 28.81. Current risk models assign Longleaf Partners a 23% probability of financial distress, reflecting a moderate probability within its capital structure. Over the last 90 trading days, it has delivered negative risk-adjusted returns with weak characteristics. The performance scores are derived for the period starting 10th of December 2025 and ending 10th of March 2026. Time horizon settings control the scoring window.. Click here to learn more.
Asset Type Mutual Fund |
Moving together with Longleaf Mutual Fund
Longleaf Mutual Fund Highlights
Longleaf Partners Small Cap [LLSCX] is traded in USA and was established 10th of March 2026. Longleaf Partners operates within the Longleaf Partners industry. The fund is listed under Small Blend category and is part of Longleaf Partners family. This fund now has accumulated 761 M in assets with minimum initial investment of 10 K. Longleaf Partners Small is currently producing year-to-date (YTD) return of 2.37% with the current yeild of 0.01%, while the total return for the last 3 years was 10.45%. Longleaf Partners financial stability analysisInstrument Allocation
Notable Updates
| Fund Concentration | Longleaf Partners Funds, Large Funds, Small Blend Funds, Small Blend, Longleaf Partners, Large, Mid-Cap Blend (View all Sectors) |
| Update Date | 31st of March 2026 |
| Expense Ratio Date | 1st of May 2025 |
| Fiscal Year End | December |
Sector Allocation
Investors benefit from spreading exposure across multiple sectors, as broader diversification reduces the likelihood of large losses. For Longleaf Mutual Fund, a wide sector allocation may reduce expected returns alongside risk.
For institutional investors seeking a sector tilt, Longleaf Partners Small Cap Mutual Fund provides a low-cost, efficient alternative to custom portfolio construction. Sector ETF diversification can be a profitable strategy, but sound portfolio management limits any single industry to a maximum of 20% of.
Longleaf Partners Small Risk Profiles
| Mean Deviation | 0.5959 | |||
| Standard Deviation | 0.7848 | |||
| Variance | 0.6159 | |||
| Risk Adjusted Performance | -0.01 |
Longleaf Partners Against Markets
Longleaf Mutual Fund Analysis Notes
The fund maintains about 25.45% of assets in cash. For Longleaf Partners Small Cap, recent data highlights $761.0 million in Total Assets.Longleaf Partners Small Investor Notes and Alerts
Automated alerts tied to Longleaf Partners Small Cap help investors surface material conditions that may support or challenge the current thesis before they become expensive mistakes. In practice, the value comes from seeing which signals are new, which are persistent, and which are strong enough to justify action.
| Longleaf Partners generated a negative expected return over the last 90 days | |
| The fund maintains about 25.45% of its assets in cash |
Top Longleaf Partners Small Cap Mutual Fund Constituents
| WYNN | Wynn Resorts Limited | Stock | |
| RYN | Rayonier | Stock | |
| VSAT | ViaSat Inc | Stock | |
| PCH | PotlatchDeltic Corp | Stock | |
| MAT | Mattel Inc | Stock | |
| LUMN | Lumen Technologies | Stock | |
| LAZ | Lazard | Stock | |
| H | Hyatt Hotels | Stock | |
| GLIBA | GCI Liberty | Stock | |
| GHC | Graham Holdings Co | Stock | |
| ESRT | Empire State Realty | Stock | |
| EPAC | Enerpac Tool Group | Stock | |
| CNX | CNX Resources Corp | Stock | |
| FWONK | Liberty Media | Stock | |
| PK | Park Hotels Resorts | Stock | |
| OCINF | OCI NV | OTC Stock | |
| SUM | Summit Materials | Stock | |
| KODK | Eastman Kodak Co | Stock |
Longleaf Partners Outstanding Bonds
Reviewing Longleaf Partners Small Cap bond obligations helps investors understand how much of the business is financed with fixed-income capital rather than purely with equity. This is why bond analysis is not just a credit exercise; it also informs equity holders about solvency, optionality, and future capital-allocation pressure.
| MPLX LP 4125 Corp BondUS55336VAK61 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| Morgan Stanley 3591 Corp BondUS61744YAK47 | View | |
| Morgan Stanley 3971 Corp BondUS61744YAL20 | View | |
| MGM Resorts International Corp BondUS552953CD18 | View | |
| Valero Energy Partners Corp BondUS91914JAA07 | View |
Longleaf Partners Predictive Daily Indicators
Daily trading signals in Longleaf Partners Small Cap help active traders monitor momentum, reversals, and volume pressure while the session is still developing. The better setups usually come from combining these signals with strict risk limits, because short-term data can reverse quickly when liquidity thins.
| Rate Of Daily Change | 0.99 | |||
| Day Median Price | 28.63 | |||
| Day Typical Price | 28.63 | |||
| Price Action Indicator | -0.09 | |||
| Period Momentum Indicator | -0.18 | |||
| Relative Strength Index | 42.81 |
Longleaf Partners Forecast Models
Quantitative forecast tools for Longleaf Partners Small Cap focus on patterns in observed data, which makes them especially useful when the market is moving faster than traditional bottom-up research can refresh. Used well, forecast models can complement fundamental research by showing where observed price behavior still supports or contradicts the discretionary thesis.How Much Is Longleaf Partners Worth?
Longleaf Partners is a fund with category exposure linked to Longleaf Partners Funds, Large Funds, Small Blend Funds. NAV-based evaluation often emphasizes consistency, drawdown profile, and category-relative behavior. Longleaf Partners is assessed relative to its contribution to long-term portfolio efficiency and allocation discipline.
Methodology
Unless otherwise specified, data for Longleaf Partners Small Cap is derived from fund disclosures (prospectus language, holdings reports, and periodic statements where available). Asset-level metrics are computed daily by Macroaxis LLC and refreshed regularly based on instrument type. Longleaf (USA Stocks:LLSCX) market data and reported NAV may reflect delayed updates. Data may be delayed depending on reporting sources and market conventions Valuation estimates and intrinsic-value models use inputs from public financial disclosures and may not represent market consensus.
Assumptions
We primarily rely on public fund disclosures, holdings reports, and market data feeds, including disclosures published by U.S. Securities and Exchange Commission (SEC) via EDGAR. Data is normalized for analytical consistency across reporting formats. All analytics are generated using standardized, rules-based models designed to promote consistency and comparability across instruments. Model assumptions, reference parameters, and selected computational inputs are available in the Model Inputs section. If you have questions about our data sources or methodology, please contact Macroaxis Support.Research Sources
Longleaf Partners Small Cap may have reference inputs that incorporate holdings disclosures, category classification, and NAV-derived statistics where available. Updates may occur throughout the day.
Additional Resources for Longleaf Mutual Fund Analysis
Other Information on Investing in Longleaf Mutual Fund
Longleaf Partners financial ratios help frame valuation context across profits, cash flow, and enterprise value. They help compare Longleaf across valuation measures.
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon |