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Longleaf Partners 2011 Annual Letter to Shareholders – Still Very Long Dell and Chesapeake

February 15, 2012 | About:

Perhaps the most interesting read in the business as Longleaf provides a good discussion of its concentrated portfolio.

Most interesting to me is their discussion of Chesapeake Energy, which has gone nowhere for a long time and is a stock I own personally.

Longleaf’s five largest positions in the Partners Fund per the end of the year are:

Dell (NASDAQ:DELL) - 8.9%

Chesapeake (NYSE:CHK) – 7.7%

Loews (NYSE:L) – 6.6%

Aon (NYSE:AON) – 6.1%

DirecTV (NASDAQ:DTV) – 5.7%


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