PVH (PVH) Proved Its Power to Deliver Strong Long-Term EPS
Longleaf Partners, managed by Southeastern Asset Management, released its “Partners Fund” third-quarter 2025 investor letter. The letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Pzena Investment Management Richard S. Pzena | 6,254,994 | $523,980,847 | -3% | 1.69% |
| 2. | Southeastern Asset Management Mason Hawkins | 935,398 | $78,358,290 | -32% | 4% |
| 3. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 853,542 | $71,501,213 | +16% | 0.05% |
| 4. | D E Shaw D. E. Shaw | 638,321 | $53,472,150 | +4% | 0.03% |
| 5. | Invenomic Capital Management Ali Motamed | 493,435 | $41,335,050 | +20% | 2% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $63.92 | 15,645 | $1,000,001.94 | 269,438 | 2025-06-26 | Filing | |
| $66.10 | 600 | $39,660.00 | 736 | 2025-06-11 | Filing | |
| $53.93 | 1,856 | $100,094.08 | 51,422 | 2022-09-06 | Filing | |
| $53.94 | 18,540 | $1,000,000.27 | 136,541 | 2022-09-06 | Filing | |
| $53.85 | 1 | $49.76 | 22,913 | 2022-09-06 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $105.50 | 3,186 | $336,123.00 | 23,103 | 2024-12-30 | Filing | |
| $108.39 | 3,000 | $325,177.80 | 13,904 | 2024-04-11 | Filing | |
| $123.00 | 3,500 | $430,500.00 | 27,903 | 2024-01-11 | Filing | |
| $120.79 | 3,650 | $440,883.50 | 16,191 | 2023-12-21 | Filing | |
| $115.00 | 5,100 | $586,500.00 | 28,579 | 2023-12-14 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 5,881,489 | $492,692,374 | 0.03% | |
| 2. | 4,835,562 | $405,075,030 | 0.01% | |
| 3. | 4,513,255 | $378,075,330 | 0.01% | |
| 4. | 3,000,909 | $251,389,523 | 0.05% | |
| 5. | 2,072,713 | $176,470,784 | 0.28% |