{"id":6483,"date":"2026-01-22T01:23:37","date_gmt":"2026-01-22T01:23:37","guid":{"rendered":"https:\/\/diyhaven858.wasmer.app\/index.php\/longleaf-partners-fund-sold-hf-sinclair-corporation-dino-at-a-profit\/"},"modified":"2026-01-22T01:23:37","modified_gmt":"2026-01-22T01:23:37","slug":"longleaf-partners-fund-sold-hf-sinclair-corporation-dino-at-a-profit","status":"publish","type":"post","link":"https:\/\/diyhaven858.wasmer.app\/index.php\/longleaf-partners-fund-sold-hf-sinclair-corporation-dino-at-a-profit\/","title":{"rendered":"Longleaf Partners Fund Sold HF Sinclair Corporation (DINO) at a Profit"},"content":{"rendered":"<p> <br \/>\n<\/p>\n<div>\n<p class=\"yf-vbsvxt\"><!-- HTML_TAG_START -->Longleaf Partners, managed by\u00a0Southeastern Asset Management, released its fourth-quarter 2025 investor letter.\u00a0A copy of the letter can be downloaded here. The Fund returned 3.35% in the quarter, compared to the S&amp;P 500\u2019s 2.66% and the Russell 1000 Value Index\u2019s 3.81% return. 2025 was a challenging year for the firm, as it did not have any standout performers. Approximately 5% of the portfolio gained 20% or more, while 35% of the S&amp;P 500 hit that level. The overall market dynamic drove the Fund\u2019s underperformance. The firm focuses on actions to strengthen portfolio outcomes rather than chasing winners at the wrong time. The firm reiterates that building a portfolio of real companies on offense in a period of excessive speculation will benefit all markets. In addition, please check the Fund\u2019s top five holdings to know its best picks in 2025.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-vbsvxt\"><!-- HTML_TAG_START -->In its fourth-quarter 2025 investor letter, Longleaf Partners Fund highlighted stocks such as HF Sinclair Corporation (NYSE:DINO), citing it as a contributor over the year. HF Sinclair Corporation (NYSE:DINO) is a US-based independent energy company.\u00a0\u00a0On January 16, 2026, HF Sinclair Corporation (NYSE:DINO) stock closed at $48.63 per share. One-month return of HF Sinclair Corporation (NYSE:DINO) was 4.33%, and its shares gained 33.86% of their value over the last 52 weeks. HF Sinclair Corporation (NYSE:DINO) has a market capitalization of $9.098 billion.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-vbsvxt\"><!-- HTML_TAG_START -->Longleaf Partners Fund stated the following regarding HF Sinclair Corporation (NYSE:DINO) in its fourth quarter 2025 investor letter:<!-- HTML_TAG_END --><\/p>\n<blockquote class=\"neo-blockquote yf-1lvgyjz\">\n<p class=\"yf-1lvgyjz\"><!-- HTML_TAG_START --><strong>&#8220;HF Sinclair Corporation<\/strong> (NYSE:DINO) \u2013 Energy infrastructure company HF Sinclair was a contributor for the year. We timed our purchases well last year and earlier this year on oil price weakness and worse than expected refining spreads. More normalized refining spreads came into view as the year went on, and the company\u2019s non-refining assets (which are over half of our appraisal) did well. The P\/V gap closed, the previously strong insider buying stopped and the value per share growth was limited, so we moved on at a profit.&#8221;<!-- HTML_TAG_END --><\/p>\n<\/blockquote>\n<figure data-testid=\"article-figure-image\" class=\"yf-1ems0tc\">\n<div class=\"image-container yf-lglytj loader\" style=\"--max-height: 430px;\">\n<div class=\"image-wrapper yf-lglytj\" style=\"--aspect-ratio: 768 \/ 430; --img-max-width: 768px;\"><img fetchpriority=\"high\" decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/ywAAAAAAQABAAACAUwAOw==\" alt=\"HF Sinclair (DINO) Moves to Expand with Deal for Industrial Oils Unlimited\" loading=\"eager\" height=\"430\" width=\"768\" class=\"yf-lglytj loader\"\/><\/div>\n<\/div><figcaption class=\"yf-1ems0tc\"><!-- HTML_TAG_START -->HF Sinclair (DINO) Moves to Expand with Deal for Industrial Oils Unlimited<!-- HTML_TAG_END -->  <\/figcaption><\/figure>\n<p class=\"yf-vbsvxt\"><!-- HTML_TAG_START -->HF Sinclair Corporation (NYSE:DINO) is not on our list of\u00a030 Most Popular Stocks Among Hedge Funds. According to our database, 53 hedge fund portfolios held HF Sinclair Corporation (NYSE:DINO) at the end of the third quarter, up from 45 in the previous quarter. While we acknowledge the potential of HF Sinclair Corporation (NYSE:DINO) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you&#8217;re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the <strong>best short-term AI stock<\/strong>.<!-- HTML_TAG_END --><\/p>\n<\/p><\/div>\n<p><br \/>\n<br \/><a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Longleaf Partners, managed by\u00a0Southeastern Asset Management, released its fourth-quarter 2025 investor letter.\u00a0A copy of the letter can be downloaded here. The Fund returned 3.35% in the quarter, compared to the S&amp;P 500\u2019s 2.66% and the Russell 1000 Value Index\u2019s 3.81% return. 2025 was a challenging year for the firm, as it did not have any [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":6487,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_daextam_enable_autolinks":"","jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2}},"categories":[10],"tags":[840,716,838,839],"class_list":["post-6483","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-business-news","tag-hf-sinclair-corporation","tag-investor-letter","tag-longleaf-partners","tag-longleaf-partners-fund"],"jetpack_publicize_connections":[],"jetpack_featured_media_url":"https:\/\/diyhaven858.wasmer.app\/wp-content\/uploads\/2026\/01\/58b4110e4d6ec852de1061af79ecbccc.jpeg","jetpack_sharing_enabled":true,"jetpack-related-posts":[],"_links":{"self":[{"href":"https:\/\/diyhaven858.wasmer.app\/index.php\/wp-json\/wp\/v2\/posts\/6483","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/diyhaven858.wasmer.app\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/diyhaven858.wasmer.app\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/diyhaven858.wasmer.app\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/diyhaven858.wasmer.app\/index.php\/wp-json\/wp\/v2\/comments?post=6483"}],"version-history":[{"count":0,"href":"https:\/\/diyhaven858.wasmer.app\/index.php\/wp-json\/wp\/v2\/posts\/6483\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/diyhaven858.wasmer.app\/index.php\/wp-json\/wp\/v2\/media\/6487"}],"wp:attachment":[{"href":"https:\/\/diyhaven858.wasmer.app\/index.php\/wp-json\/wp\/v2\/media?parent=6483"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/diyhaven858.wasmer.app\/index.php\/wp-json\/wp\/v2\/categories?post=6483"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/diyhaven858.wasmer.app\/index.php\/wp-json\/wp\/v2\/tags?post=6483"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}