ACI β€” ALBERTSONS COS INC

Ownership history in SOUTHEASTERN ASSET MANAGEMENT INC/TN/  Β·  6 quarters on record

AI Ownership Summary

SOUTHEASTERN ASSET MANAGEMENT INC/TN/ reported ALBERTSONS COS INC (ACI) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 5.94% in 2025 Q1. The latest visible filing shows ACI at 4.72% 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 ACI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SOUTHEASTERN ASSET MANAGEMENT INC/TN/'s position in ALBERTSONS COS INC, 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

ACI was reported at 4.72% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.94% in 2025 Q1

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

Time in book
Holding Window
2024 Q3 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 SOUTHEASTERN ASSET MANAGEMENT INC/TN/ held ACI β€” position size vs. price
% of Fund (quarterly)    ACI price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 6,166,712 +1,222,843 +24.7% 4.72% $105.9M 2026-02-14 (Est.) $18.57
2025 Q3 ADDED 4,943,869 +1,481,692 +42.8% 4.42% $86.6M 2025-11-14 $18.05
2025 Q2 REDUCED 3,462,177 -1,605,998 -31.7% 3.75% $74.5M 2025-08-14 $18.75
2025 Q1 REDUCED 5,068,175 -698,544 -12.1% 5.94% $111.4M 2025-05-15 $21.38
2024 Q4 ADDED 5,766,719 +2,993,988 +108.0% 5.35% $113.3M 2025-02-14 $20.20
2024 Q3 INITIATED 2,772,731 β€” β€” 2.42% $51.2M 2024-11-14 $18.38

FAQ About SOUTHEASTERN ASSET MANAGEMENT INC/TN/ and ACI

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

How long has SOUTHEASTERN ASSET MANAGEMENT INC/TN/ reported owning ACI?

SOUTHEASTERN ASSET MANAGEMENT INC/TN/ reported ACI across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported ACI position in SOUTHEASTERN ASSET MANAGEMENT INC/TN/'s portfolio?

The largest reported portfolio weight for ACI was 5.94% in 2025 Q1.

What is the latest reported ACI position on this page?

The most recent filing on this page is 2025 Q4, when SOUTHEASTERN ASSET MANAGEMENT INC/TN/ reported 6,166,712 shares, equal to 4.72% of portfolio, with an estimated market value of $105.9M.

What does the chart on this ACI ownership page compare?

The chart compares SOUTHEASTERN ASSET MANAGEMENT INC/TN/'s quarterly ACI 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.

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