Empire State Realty Trust (ESRT) Stock is Nearing True Value
Longleaf Partners, managed by Southeastern Asset Management, released its second-quarter 2026 investor letter for its “Small-Cap Fund”. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Winton Capital Management David Harding | 19,400 | $104,954 | 0% | |
| 2. | Levin Capital Strategies John A. Levin | 0 | $0 | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $16.19 | 4,500 | $72,849.60 | 5,500 | 2018-07-30 | Filing | |
| $16.72 | 284,015 | $4,748,730.80 | 29,894,869 | 2018-05-31 | Filing | |
| $16.65 | 1,000 | $16,650.00 | 1,000 | 2018-03-09 | Filing | |
| $16.83 | 1,000 | $16,830.00 | 3,500 | 2018-03-05 | Filing | |
| $16.61 | 1,205 | $20,014.93 | 1,205 | 2014-08-25 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $8.02 | 11,843 | $94,980.86 | 44,185 | 2025-03-24 | Filing | |
| $8.03 | 5,779 | $46,405.37 | 56,028 | 2025-03-21 | Filing | |
| $8.15 | 12,500 | $101,875.00 | 61,807 | 2025-03-20 | Filing | |
| $8.11 | 12,500 | $101,375.00 | 74,307 | 2025-03-19 | Filing | |
| $10.10 | 10,000 | $101,000.00 | 86,807 | 2024-12-24 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 17,877,908 | $96,719,481 | 0% | |
| 2. | 6,905,936 | $37,361,114 | 0.02% | |
| 3. | 6,006,793 | $32,496,750 | 0% | |
| 4. | 3,580,271 | $19,369,267 | 0.17% | |
| 5. | 1,128,797 | $6,095,504 | 0% |