Albertsons Companies (ACI) Slid Amid Multiple Headwinds
Longleaf Partners, managed by Southeastern Asset Management, released its second-quarter 2026 investor letter for its “Partners Fund”. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Winton Capital Management David Harding | 289,015 | $3,910,373 | 0.13% | |
| 2. | Savoir Faire Capital Management Brian M. Crombie | 168,510 | $2,279,940 | -5% | 1.42% |
| 3. | 74,800 | $1,012,044 | -61% | 0% | |
| 4. | 24,600 | $332,838 | -77% | 0% | |
| 5. | Walleye Capital Will England | 20,020 | $270,871 | -71% | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $11.48 | 9,000 | $103,320.00 | 567,051 | 2026-07-31 | Filing | |
| $11.38 | 19,132 | $217,664.76 | 1,092,956 | 2026-07-28 | Filing | |
| $11.46 | 20,277 | $232,273.04 | 1,073,824 | 2026-07-28 | Filing | |
| $11.51 | 170,500 | $1,962,284.50 | 308,946 | 2026-07-27 | Filing | |
| $16.00 | 2,500 | $40,000.00 | 2,500 | 2020-06-30 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $16.03 | 19,363 | $310,388.89 | 25,241 | 2026-05-06 | Filing | |
| $16.02 | 8,665 | $138,813.30 | 44,604 | 2026-05-06 | Filing | |
| $16.01 | 16,335 | $261,523.35 | 53,269 | 2026-05-06 | Filing | |
| $16.55 | 200 | $3,309.00 | 0 | 2026-04-29 | Filing | |
| $16.54 | 612 | $10,122.48 | 200 | 2026-04-29 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 43,050,858 | $582,478,103 | 0.01% | |
| 2. | 12,539,191 | $171,412,720 | 0.05% | |
| 3. | 11,867,902 | $160,572,714 | 0% | |
| 4. | 4,949,452 | $66,966,083 | 4.06% | |
| 5. | 3,823,658 | $51,734,088 | 0.01% |