AlphaYouSoutheastern Asset Management Inc
Last 4 years copying the filings
$100 would be $126
+26% across 17 filings, buying each one the day it became public. Best quarter +14.8%, worst -16.3%.
Fund size $2B today
Aug 2022 to Aug 2026, at least 73% of the book priced each quarter. Not audited fund performance. What this covers
Each quarter is priced from the date its SEC filing became public, not the quarter it describes, and weighted by position size. A 13F shows long US stock holdings only, so shorts, cash, options, and anything bought and sold between two filings are not in this line.
Added to Rayonier and exited Potlatchdeltic in Q1 2026.
$2.0B in this filing49 positionstop 10 = 63%
49 stock and fund positions worth $2.0B
Holdings are from Mar 31, 2026, not today. Filed May 15, 2026.
- 1RYNRayonier Inc10.92%$221.9M - 10.8M shares+5.1M
- 2MATMattel Inc9.16%$186.2M - 12.8M shares+4.2M
- 3IACIac Inc7.92%$161.0M - 4.0M shares+33K
46 more on a paid plan
Free shows three. Paid plans unlock the full portfolio, every quarter, and what changed.
Unlock all 46 holdingsWhat is missing
This filing does not include cash, short positions, private investments, bonds, or many overseas holdings.