Southeastern’s 13F portfolio value increased from $3.88B to $4.48B this quarter. The number of positions decreased from 28 to 25. Southeastern Asset Management added Douglas Emmett while dropping ...
Southeastern’s 13F portfolio value decreased from $3.97B to $2.85B this quarter. The number of positions increased from 38 to 39. They increased Oscar Health while decreasing Renaissance RE, General ...
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