Long-term investor
Southeast Asset Advisors, LLC @southeastassetadvisorsll
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001390003).
Record
- Tracked since 2025-06-30 (434 days), 77 trades recorded
- Returns: week n/a · month n/a · 90 days +7.0% · 6 months +12.8% · 1 year +21.4% · all +21.4%
- Max drawdown -0.6% · Sharpe 1.77 · win rate 35% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 02079K107 · 15.0% · long · since 2025-06-30
- BRK-B · 14.1% · long · since 2025-06-30
- CNX · 8.3% · long · since 2025-06-30
- AAPL · 6.7% · long · since 2025-06-30
- 46137V357 · 3.6% · long · since 2025-06-30
- 922908363 · 3.1% · long · since 2025-06-30
- KO · 2.7% · long · since 2025-06-30
- TSM · 2.2% · long · since 2025-06-30
- 464287507 · 2.0% · long · since 2025-06-30
- AFL · 1.6% · long · since 2025-06-30
- CVX · 1.5% · long · since 2025-06-30
- MSFT · 1.4% · long · since 2025-06-30
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