Leucadia National

Leucadia National

Leucadia National
Last update 2018-11-14 82 Stocks (34 new)
Value $1.23 Bil Turnover 12 %
Top Holdings: SPB(45.81%) FRGI(7.14%) XLU(6.84%) AABA(5.3%) IAC(2.71%)
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Leucadia National Profile

Ian Cumming is the former director and chairman of executive committee of Leucadia National. The current chairman is Joseph Steinberg and chief executive officer is Richard Handler. Leucadia National (LUK) is a publicly traded investment company. Through its subsidiaries, Leucadia engages in telecommunications, healthcare services, manufacturing, banking and lending, real estate, and winery businesses. Since 1978, their investment returns have compounded more than 20%. From the end of 1978 through the end of 2004, Leucadia's stock soared an annualized 33% (compared with 27% for Berkshire's A shares).

Leucadia National Investing Philosophy

Using value investing approach, Leucadia buys distressed companies at discount prices, revives them and sells them for profits. They buy assets that are out of favor, and therefore cheap or disheveled. They then improve their performance until they are the most efficient and productive in their market segment. Leucadia's investing maxims guide its investment decisions. The Leucadia strategy says, don't overpay, buy companies that make products or provide services that people need or want, sheltered earnings are more valuable than taxed earnings, and once again, don't overpay.

Historical Allocation of Stock, Bonds, Cash

Performance of Leucadia Corp. Book Value

YearReturn %S&P500 %Excess Gain %
No Data

Commentaries and Stories
  • 1

Howard Marks’ Oaktree Trims Holding in Star Bulk Carriers
Firm sells over 5 million shares in underwriting agreement
0 Votes
422 Views    James Li    2018-07-19 18:11
Leucadia's Top Trades of 1st Quarter
Out-of-favor stocks top the buy list, including an energy stock that pays one of the highest dividends among peers
4 Votes
648 Views    Yamil Berard    2018-05-21 19:07
Leucadia National Buys Aetna, Monsanto
Firm's largest buys of the 4th quarter
0 Votes
69 Views    Tiziano Frateschi    2018-03-12 20:46
Leucadia National Beefs Up Stake in Chipotle Competitor at Discount
Baby Berkshire buys stock of Taco Cabana parent at roughly $20 a share
0 Votes
378 Views    Yamil Berard    2018-03-02 19:24
Leucadia National's Largest Sales of the 4th Quarter
Huntsman, Rockwell Collins among firm's top sales for the quarter
0 Votes
84 Views    Tiziano Frateschi    2018-02-19 20:40
Baby Berkshire Bets on Mergers Reshaping Key Industries
Leucadia National takes positions in new companies on the brink of transformation
0 Votes
553 Views    Yamil Berard    2018-02-15 21:04
Leucadia National Takes Stake in Easterly Acquisition
Blank check company to merge with JH Capital
0 Votes
251 Views    Sydnee Gatewood    2017-09-11 17:04
Leucadia National Buys Altaba, Huntsman, C.R. Bard
The firm's top 8 2nd-quarter buys
0 Votes
127 Views    Tiziano Frateschi    2017-08-15 20:32
Petrobras to Report 2nd Quarter Thursday
The Brazilian company is expected to increase earnings dramatically
0 Votes
140 Views    Alberto Abaterusso    2017-08-09 16:03
Leon Cooperman Sells Microsoft, HRG Group
An overview of guru's largest 1st-quarter sales
0 Votes
279 Views    Tiziano Frateschi    2017-06-08 21:39

Top Ranked Articles
  • 1
  • 2

Leucadia's Top Trades of 1st Quarter
Out-of-favor stocks top the buy list, including an energy stock that pays one of the highest dividends among peers
4 Votes
648 Views    Yamil Berard    2018-05-21 19:07
Leucadia National Releases Annual Letter
The investment conglomerate formerly helmed by Ian Cumming discusses its 2015 and holdings
1 Votes
2694 Views    Holly LaFon    2016-02-25 17:10
Leucadia National Corporation Sold Out INTL FCStone In Q1
0 Votes
1524 Views    Tiziano Frateschi    2015-06-15 15:46
Leucadia National Comments on FXCM Inc.
Guru stock highlight
0 Votes
972 Views    Holly LaFon    2016-02-25 17:12
Leucadia National Comments on HomeFed
Guru stock highlight
0 Votes
686 Views    Holly LaFon    2016-02-25 17:12
Leucadia National Comments on HRG Group Inc.
Guru stock highlight
0 Votes
648 Views    Holly LaFon    2016-02-25 17:12
Leucadia National Comments on Golden Queen
Guru stock highlight
0 Votes
612 Views    Holly LaFon    2016-02-25 17:12
Leucadia Opens Positions in FedEx, Adobe System, Broadcom
The guru's largest new buys in the 1st quarter
0 Votes
1577 Views    Tiziano Frateschi    2016-05-19 19:48
Leucadia Invests in 18 New Holdings in 3rd Quarter
Procter & Gamble is guru's largest purchase
0 Votes
979 Views    David Goodloe    2016-11-22 22:18
Director Invests in Lonestar Resources
Insider purchases 50,000 shares
0 Votes
208 Views    Kyle Ferguson    2017-04-20 19:54