Longleaf Partners Comments on General Electric

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Jan 25, 2023
Summary
  • A relative contributor.
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General Electric (GE, Financial) – Formerly one of our most hated companies, industrial conglomerate GE is now on the verge of beginning its breakup into three separate businesses. It has been a solid relative contributor for the year with further potential upside in 2023 and beyond.

From Mason Hawkins (Trades, Portfolio)' Longleaf Partners Fund fourth-quarter 2022 letter.

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