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Southeastern Asset Management’s New Oriental EDU Stock Holding History

Southeastern Asset Management’s Portfolio EDU Stock Details EDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$29.6M Buy
522,280
+142,719
+38% +$8.15M 1.46% 22
2025
Q4 		$20.9M Buy
+379,561
New +$20.8M 0.93% 34

Other funds holding EDU

FBIL
First Beijing Investment Ltd Hong Kong $2.32B AUM 8.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DG
Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Southeastern Asset Management's EDU Position: Q1 2026 in Review

Southeastern Asset Management increased its New Oriental (EDU) stake by 38% in Q1 2026, buying an estimated $8.15M and bringing the position to 522,280 shares worth $29.6M. The position accounts for 1.46% of the portfolio, ranked #22.

Southeastern Asset Management first reported a position in EDU in Q4 2025 and has held it in 2 quarters since. 178 funds tracked by Wall St. Rank hold EDU as of Q1 2026.

  • Southeastern Asset Management held 522,280 shares of New Oriental worth $29.6M as of Q1 2026.
  • Southeastern Asset Management bought 142,719 New Oriental shares in Q1 2026, an estimated $8.15M.
  • New Oriental made up 1.46% of Southeastern Asset Management's portfolio in Q1 2026, its #22 holding.
  • Southeastern Asset Management first reported a position in New Oriental in Q4 2025 and has held it in 2 quarters since.
  • 178 funds tracked by Wall St. Rank held New Oriental as of Q1 2026.

Based on Southeastern Asset Management's 13F filing for Q1 2026, filed 15 May 2026.