Mason Hawkins Holdings Activity
Longleaf Partners Portfolio 13F
Longleaf Partners has disclosed a total of 18 changes to the portfolio in the latest (2022 Q2) SEC report(s): increased the number of shares of 4, bought 4 totally new, decreased the number of shares of 6 and completely sold out 4 position(s).
What stocks is Mason Hawkins buying now?
In the recent quarter Mason Hawkins has bought 8 securities out of which top 5 purchases (by % change to portfolio) are (WBD) WARNER BROS DISCOVERY INC (new buy), (GOOG) ALPHABET INC-CL C (new buy), (PVH) PVH CORP (new buy), (SWK) STANLEY BLACK & DECKER INC (new buy) and (GE) GENERAL ELECTRIC CO (added shares +16.84%).
What does Mason Hawkins invest in?
Mason Hawkins's top 5 holdings (by % of portfolio) are (LUMN) LUMEN TECHNOLOGIES INC (12.16%), (FDX) FEDEX CORP (7.42%), (MAT) MATTEL INC (6.96%), (IAC) IAC INTERACTIVECORP NEW (5.49%) and (LBRDK) LIBERTY BROADBAND-C (5.43%).
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.