SOUTHEASTERN ASSET MANAGEMENT INC/TN/ EDU β€” NEW ORIENTAL ED & TECHNOLOGY

Ownership history in SOUTHEASTERN ASSET MANAGEMENT INC/TN/  Β·  2 quarters on record

AI Ownership Summary

SOUTHEASTERN ASSET MANAGEMENT INC/TN/ reported NEW ORIENTAL ED & TECHNOLOGY (EDU) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 1.45% in 2026 Q1. The latest visible filing shows EDU at 1.45% 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 EDU 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 NEW ORIENTAL ED & TECHNOLOGY, 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
2026 Q1

EDU was reported at 1.45% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.45% in 2026 Q1

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 2026 Q1

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 EDU β€” position size vs. price
% of Fund (quarterly)    EDU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 522,280 +142,719 +37.6% 1.45% $29.6M 2026-05-15 $50.90
2025 Q4 INITIATED β€” β€” β€” 379,561 β€” β€” 0.93% $20.9M 2026-02-13 $58.02

FAQ About SOUTHEASTERN ASSET MANAGEMENT INC/TN/ and EDU

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 EDU?

SOUTHEASTERN ASSET MANAGEMENT INC/TN/ reported EDU across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

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

The largest reported portfolio weight for EDU was 1.45% in 2026 Q1.

What is the latest reported EDU position on this page?

The most recent filing on this page is 2026 Q1, when SOUTHEASTERN ASSET MANAGEMENT INC/TN/ reported 522,280 shares, equal to 1.45% of portfolio, with an estimated market value of $29.6M.

What does the chart on this EDU ownership page compare?

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