Southeastern Asset Management Inc and Freestone Grove Partners LP: where the books meet
At Q2 2026, at least 2.4% of the two 13F books was the same, across 8 stocks both listed, against 2.2% at Q4 2024. Overlap is the smaller of each shared stock’s two weights, added up: the part of one book that could be swapped for the other’s without a trade.
- Q4 2024: 2.2%, 10 in both
- Q1 2025: 1.2%, 15 in both
- Q2 2025: 1.6%, 15 in both
- Q3 2025: 1.5%, 10 in both
- Q4 2025: 1.8%, 10 in both
- Q1 2026: 1.5%, 9 in both
- Q2 2026: 2.4%, 8 in both
Only quarters both managers filed. Where either filing has more positions than are read each quarter, a stock both hold below that range is not counted, so the figure is a floor.
What the overlap is made of, Q2 2026
Stocks both listed, by the smaller of the two weights. A weight is the stock’s share of that manager’s reported book, which says how large the position is, not how strongly it is held.
| Stock | Southeastern Asset Management Inc | Freestone Grove Partners LP |
|---|---|---|
| Fortune Brands Innovations Inc(FBIN) | 4.8%Trimmed | 0.9%Added |
| Abbott Laboratories(ABT) | 4.0%New | 0.8%New |
| Avantor Inc(AVTR) | 2.4%Added | 0.4%Added |
| FedEx Corporation(FDX) | 3.2%Trimmed | 0.1%New |
| Mattel, Inc.(MAT) | 8.9%Trimmed | under 0.1%New |
| XPO Logistics Inc(XPO) | under 0.1%Held | 0.3%New |
| Rayonier Inc.(RYN) | 11%Trimmed | under 0.1%Added |
| Atlanta Braves Holdings Inc Cl(BATRK) | 1.6%Trimmed | under 0.1%New |
Moved different ways in Q2 2026
Stocks one manager started or added to while the other trimmed or sold out, between the same two quarter ends. A 13F shows the quarter ends, never when in between anything was bought or sold, or why.
- Rayonier Inc.(RYN)Southeastern Asset Management Inc trimmed; Freestone Grove Partners LP added
- Mattel, Inc.(MAT)Southeastern Asset Management Inc trimmed; Freestone Grove Partners LP started
- Fortune Brands Innovations Inc(FBIN)Southeastern Asset Management Inc trimmed; Freestone Grove Partners LP added
- FedEx Corporation(FDX)Southeastern Asset Management Inc trimmed; Freestone Grove Partners LP started
- Atlanta Braves Holdings Inc Cl(BATRK)Southeastern Asset Management Inc trimmed; Freestone Grove Partners LP started
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