Mason Hawkins
Longleaf Partners
Longleaf Partners Portfolio 13F
Mason Hawkins Holdings Activity
- Portfolio value:
- $1.18B≈ (+$20M≈)
- Previous value:
- $1.16B≈
- # of changes:
- 16
- New positions:
- 3
- Reported for:
- 30 Jun 2025 (Q2)
- Latest filing date:
- 27 Aug 2025
Longleaf Partners has disclosed a total of 16 changes to the portfolio in the (2025 Q2) SEC report(s): increased the number of shares of 4, bought 3 totally new, decreased the number of shares of 8 and completely sold out 1 position(s).
What stocks did Mason Hawkins buy in 2025 Q2?
During 2025 Q2 Mason Hawkins has bought 7 securities out of which top 5 purchases (by % change to portfolio) were (PVH) PVH Corp (added shares +84.43%), (KHC) Kraft Heinz Co (added shares +45.85%), (REGN) Regeneron Pharmaceuticals Inc (added shares +40.34%), (FBIN) Fortune Brands Innovations Inc (new buy) and (PYPL) PayPal Holdings Inc (added shares +0.53%).
16 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
ANGI Homeservices Inc
|
new
|
+1,806,694
|
1,806,694
|
+2.33%
|
$15.26
|
-63.96%($5.50)
|
2.33%
|
2025 Q2
|
≈ 0.25 years
|
|
|
|
Fortune Brands Innovations Inc
|
new
|
+688,909
|
688,909
|
+3%
|
$51.48
|
-3.82%($49.52)
|
3.00%
|
2025 Q2
|
≈ 0.25 years
|
|
|
|
Walt Disney Company
|
new
|
+193,673
|
193,673
|
+2.03%
|
$124.01
|
-22.53%($96.07)
|
2.03%
|
2025 Q2
|
≈ 0.25 years
|
|
|
|
PVH Corp
|
+84.43%
|
+437,982
|
956,751
|
+2.54%
|
$68.60
|
+27.06%($87.16)
|
5.55%
|
2022 Q2
|
≈ 3.25 years
|
|
|
|
Kraft Heinz Co
|
+45.85%
|
+792,589
|
2,521,389
|
+1.73%
|
$25.82
|
+0.45%($25.94)
|
5.50%
|
2024 Q4
|
≈ 0.75 years
|
|
|
|
Regeneron Pharmaceuticals Inc
|
+40.34%
|
+32,222
|
112,095
|
+1.43%
|
$525.00
|
+44.51%($758.68)
|
4.98%
|
2025 Q1
|
≈ 0.50 years
|
|
|
|
PayPal Holdings Inc
|
+0.53%
|
+2,485
|
470,248
|
+0.02%
|
$74.32
|
-23.03%($57.20)
|
2.96%
|
2024 Q2
|
≈ 1.25 years
|
|
|
|
Mattel Inc
|
-0.82%
|
-28,509
|
3,463,487
|
-0.05%
|
$19.72
|
-23.66%($15.06)
|
5.78%
|
2019 Q3
|
≈ 6.00 years
|
|
|
|
IAC/INTERACTIVECORP
|
-1.64%
|
-32,631.6
|
1,953,607
|
-0.1%
|
$37.34
|
+10.07%($41.10)
|
6.17%
|
2021 Q3
|
≈ 4.00 years
|
|
|
|
CNX Resources Corp
|
-7.42%
|
-170,940
|
2,131,505
|
-0.5%
|
$33.68
|
+4.16%($35.08)
|
6.07%
|
2019 Q3
|
≈ 6.00 years
|
|
* Shares, change to shares, sold shares, shares held after: 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.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted.