Longleaf Partners Small-Cap Fund
Shareclass
Longleaf Partners Small-Cap (LLSCX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Longleaf Partners Small-Cap Fund
FUND COVERAGE
# of holdings8
% of assets38%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
19 / 40
Gender Equality: Equal Compensation and Work Life Balance
4 / 30
Gender Equality: Policies Promoting Gender Equality
15 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 8 holdings by Gender Equality score
- 1. PotlatchDeltic Corp3.49%$26.27M
- 2. CNX Resources Corp6.14%$46.29M
- 3. Rayonier Inc4.64%$34.99M
- 4. Mattel Inc5.06%$38.14M
- 5. Graham Holdings Co Ordinary Shares - Class B4.59%$34.62M
- 6. Tripadvisor Inc5.05%$38.07M
- 7. Boston Beer Co Inc Class A3.06%$23.06M
- 8. White Mountains Insurance Group Ltd5.82%$43.87M
Lowest scoring holdings
Bottom 8 holdings by Gender Equality score
- 1. White Mountains Insurance Group Ltd5.82%$43.87M
- 2. Boston Beer Co Inc Class A3.06%$23.06M
- 3. Tripadvisor Inc5.05%$38.07M
- 4. Graham Holdings Co Ordinary Shares - Class B4.59%$34.62M
- 5. Mattel Inc5.06%$38.14M
- 6. CNX Resources Corp6.14%$46.29M
- 7. Rayonier Inc4.64%$34.99M
- 8. PotlatchDeltic Corp3.49%$26.27M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Longleaf Partners Small-Cap Fund
Totals
Holdings
Assets
Weight
Prisons
0
$0
0%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
0
$0
0%
Borders high risk
0
$0
0%
Total
0
$0
0%
Holdings — 0 flagged holdings
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Longleaf Partners Small-Cap Fund LLSCX
Environment
Social
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