KELLEHER FINANCIAL ADVISORS LLPFX β€” Longleaf Partners Fund

Ownership history in KELLEHER FINANCIAL ADVISORS  Β·  1 quarter on record

AI Ownership Summary

KELLEHER FINANCIAL ADVISORS reported Longleaf Partners Fund (LLPFX) in 1 quarterly 13F filing from 2025 Q4 through 2025 Q4. Peak portfolio weight reached 0.02% in 2025 Q4. The latest visible filing shows LLPFX at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LLPFX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was KELLEHER FINANCIAL ADVISORS's position in Longleaf Partners Fund, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

LLPFX was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How KELLEHER FINANCIAL ADVISORS held LLPFX β€” position size vs. price
% of Fund (quarterly)    LLPFX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 INITIATED β€” β€” β€” 3,457 β€” β€” 0.02% $77K 2026-01-20 $22.50

🏒 Other funds also holding LLPFX

As of 2026 Q1 β€” sorted by position size

Oakworth Capital, Inc. 3Y 7Y 0.0%

FAQ About KELLEHER FINANCIAL ADVISORS and LLPFX

These are the practical questions this page is built to answer before you even open the full history table.

How long has KELLEHER FINANCIAL ADVISORS reported owning LLPFX?

KELLEHER FINANCIAL ADVISORS reported LLPFX across 1 quarterly 13F filings, from 2025 Q4 through 2025 Q4.

What was the largest reported LLPFX position in KELLEHER FINANCIAL ADVISORS's portfolio?

The largest reported portfolio weight for LLPFX was 0.02% in 2025 Q4.

What is the latest reported LLPFX position on this page?

The most recent filing on this page is 2025 Q4, when KELLEHER FINANCIAL ADVISORS reported 3,457 shares, equal to 0.02% of portfolio, with an estimated market value of $77K.

What does the chart on this LLPFX ownership page compare?

The chart compares KELLEHER FINANCIAL ADVISORS's quarterly LLPFX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to KELLEHER FINANCIAL ADVISORS Holdings