SOUTHEASTERN ASSET MANAGEMENT INC/TN/ OMI β€” OWENS & MINOR INC NEW

Ownership history in SOUTHEASTERN ASSET MANAGEMENT INC/TN/  Β·  3 quarters on record

AI Ownership Summary

SOUTHEASTERN ASSET MANAGEMENT INC/TN/ reported OWENS & MINOR INC NEW (OMI) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 0.06% in 2025 Q2. The latest visible filing shows OMI 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 OMI 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 OWENS & MINOR INC NEW, 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

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

High-water mark
Peak Conviction
0.06% in 2025 Q2

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

Time in book
Holding Window
2025 Q2 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 OMI β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED β€” β€” β€” 181,735 -41,925 -18.7% 0.02% $509K 2026-02-13 $2.24
2025 Q3 ADDED β€” β€” β€” 223,660 +98,260 +78.4% 0.05% $1.1M 2025-11-14 $2.80
2025 Q2 INITIATED β€” β€” β€” 125,400 β€” β€” 0.06% $1.1M 2025-08-14 $5.40

FAQ About SOUTHEASTERN ASSET MANAGEMENT INC/TN/ and OMI

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 OMI?

SOUTHEASTERN ASSET MANAGEMENT INC/TN/ reported OMI across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

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

The largest reported portfolio weight for OMI was 0.06% in 2025 Q2.

What is the latest reported OMI position on this page?

The most recent filing on this page is 2025 Q4, when SOUTHEASTERN ASSET MANAGEMENT INC/TN/ reported 181,735 shares, equal to 0.02% of portfolio, with an estimated market value of $509K.

What does the chart on this OMI ownership page compare?

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