Longleaf Partners, managed by Southeastern Asset Management, released its Q4 2025 investor letter. The Fund returned 3.35% in the quarter, underperforming the S&P 500 and Russell 1000 Value Index. 2025 was challenging without standout performers, 5% of the portfolio gained 20%, focusing on strengthening portfolio outcomes amidst market dynamics.

In Q4 2025, Longleaf Partners Fund discussed PVH Corp. (NYSE:PVH), an apparel company based in NYC. PVH Corp. had a -8.46% return in one month and lost 30.34% over 52 weeks. Stock closed at $64.63 on Jan 16, 2026, with a market cap of $3.11 billion.

Longleaf Partners Fund’s Q4 2025 investor letter mentioned PVH Corp. (NYSE:PVH) as a detractor for the quarter and year due to price fluctuations. CEO Stefan Larsson’s brand turnaround took longer than expected. PVH remains sensitive to consumer trends, with potential for margin improvement above 10%. PVH was a significant share repurchaser in 2025.

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Read more at Yahoo Finance: PVH (PVH) has Long-Term EPS Stability at $10 Per Share