Mason Hawkins - Longleaf Partners 13F Activity & Position Changes (Q1 2014)

As of Mar 31, 2014, the Longleaf Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2026. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q1 2014, the filing reported:

New Buys - Vodafone Group Plc

Increases - Abbott Laboratories, Berkshire Hathaway Inc. New, Everest Group, Loews Corporation, Murphy Oil Corporation, and 5 more

Reductions - The Bank of New York Mellon Cor, CNH Industrial, FedEx Corporation, Graham Holdings Company, Mondelez International, Inc., and 1 more

Complete Exits - Martin Marietta Materials, Inc., Vulcan Materials Company (Holdi, Wendy's Company (The)

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2014	ABT Abbott Laboratories	Abbott Laboratories	Buy	+302,000	+2.2%	$529.41K	13,747,344
Q1 2014	BK The Bank of New York Mellon Cor	The Bank of New York Mellon Cor	Sell	-2,802,151	-7.1%	$1.29M	36,567,504
Q1 2014	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Buy	+93,438	+2.2%	$541.56K	4,333,496
Q1 2014	CNH CNH Industrial	CNH Industrial	Sell	-2,279,887	-18.9%	$112.49K	9,781,919
Q1 2014	EG Everest Group	Everest Group	Buy	+316,471	+7.6%	$684.86K	4,474,720
Q1 2014	FDX FedEx Corporation	FedEx Corporation	Sell	-238,882	-1.8%	$1.73M	13,086,852
Q1 2014	GHC Graham Holdings Company	Graham Holdings Company	Sell	-6,200	-1.1%	$377.92K	537,010
Q1 2014	L Loews Corporation	Loews Corporation	Buy	+1,834,092	+5.2%	$1.62M	36,818,884
Q1 2014	MDLZ Mondelez International, Inc.	Mondelez International, Inc.	Sell	-1,041,891	-3.0%	$1.18M	34,084,821
Q1 2014	MLM Martin Marietta Materials, Inc.	Martin Marietta Materials, Inc.	Sell - Position Exit	-1,039,807	-100.0%	$0.00	-
Q1 2014	MUR Murphy Oil Corporation	Murphy Oil Corporation	Buy	+19,560	+0.1%	$943.37K	15,007,432
Q1 2014	NWS News Corporation	News Corporation	Buy	+3,291,329	+13.0%	$477.24K	28,577,227
Q1 2014	NWSA News Corporation	News Corporation	Buy	+9,604,707	+125.3%	$297.43K	17,272,498
Q1 2014	PHG Koninklijke Philips N.V. NY Reg	Koninklijke Philips N.V. NY Reg	Buy	+29,976	+0.2%	$534.16K	15,192,147
Q1 2014	RYN Rayonier Inc. REIT	Rayonier Inc. REIT	Buy	+328,385	+354.8%	$19.32K	420,938
Q1 2014	TRV The Travelers Companies, Inc.	The Travelers Companies, Inc.	Buy	+111,676	+1.2%	$828.42K	9,734,635
Q1 2014	VMC Vulcan Materials Company (Holdi	Vulcan Materials Company (Holdi	Sell - Position Exit	-4,982,724	-100.0%	$0.00	-
Q1 2014	VNO Vornado Realty Trust	Vornado Realty Trust	Sell	-1,502	-0.6%	$22.74K	230,700
Q1 2014	VOD Vodafone Group Plc	Vodafone Group Plc	Buy - Position Entry	+1,069,738	-	$39.38K	1,069,738
Q1 2014	WEN Wendy's Company (The)	Wendy's Company (The)	Sell - Position Exit	-11,054,728	-100.0%	$0.00	-