Mason Hawkins Holdings Activity
Longleaf Partners Portfolio 13F
Longleaf Partners has disclosed a total of 12 changes to the portfolio in the latest (2022 Q3) SEC report(s): increased the number of shares of 3, bought 2 totally new, decreased the number of shares of 5 and completely sold out 2 position(s).
What stocks is Mason Hawkins buying now?
In the recent quarter Mason Hawkins has purchased 5 securities: (GE) GENERAL ELECTRIC CO (new buy), (WMG) WARNER MUSIC GROUP CORP-CL A (new buy), (PVH) PVH CORP (added shares +22.36%), (CNHI) CNH INDUSTRIAL NV (added shares +36.23%) and (CNHIIM) CNH INDUSTRIAL NV (added shares +13.64%).
What does Mason Hawkins invest in?
Mason Hawkins's top 5 holdings (by % of portfolio) are (LUMN) LUMEN TECHNOLOGIES INC (9.73%), (GE) GENERAL ELECTRIC CO (6.23%), (MAT) MATTEL INC (6.22%), (H) HYATT HOTELS CORP - CL A (6.11%) and (AMG) AFFILIATED MANAGERS GROUP (5.93%).
Shares, change to shares, sold shares - split-adjusted.
Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.
Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.