Seeking Alpha
14 Jul 2026, 14:18 UTC · 2h ago
Longleaf Small-Cap Fund Q2 2026 Portfolio Review
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
Seeking Alpha
14 Jul 2026, 14:18 UTC · 2h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
What the story claims
3 claims · each scored for market impact
Boston Beer was a detractor for the quarter due to mixed short-term industry data. — Negative performance driven by fundamental industry headwinds suggests a bearish outlook for the specific ticker.
-0.30Alexander's and Empire State Realty Trust both contributed positively to the portfolio this quarter. — Positive price action in these specific real estate assets indicates strength in that segment of the portfolio.
+0.20The portfolio had no new purchases or exits during the quarter. — A static portfolio composition indicates a lack of active trading or tactical shifts, resulting in neutral market impact.
+0.00Which stocks this story touches
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The company is listed as a contributor to the portfolio's performance for the quarter.
The company is listed as a contributor to the portfolio's performance for the quarter.
The company was a detractor for the quarter due to mixed short-term industry data.
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