Mason Hawkins - Longleaf Partners 13F Activity & Position Changes (Q1 2015)

As of Mar 31, 2015, 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 2015, the filing reported:

New Buys - Wynn Resorts, Limited

Increases - CNH Industrial

Reductions - Franklin Resources, Inc., The Bank of New York Mellon Cor, Everest Group, Empire State Realty Trust, Inc., FedEx Corporation, and 7 more

Complete Exits - Abbott Laboratories, Berkshire Hathaway Inc. New, Melco Resorts & Entertainment L, The Travelers Companies, Inc.

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 2015	ABT Abbott Laboratories	Abbott Laboratories	Sell - Position Exit	-8,977,941	-100.0%	$0.00	-
Q1 2015	BEN Franklin Resources, Inc.	Franklin Resources, Inc.	Sell	-275,993	-3.2%	$435.16K	8,479,393
Q1 2015	BK The Bank of New York Mellon Cor	The Bank of New York Mellon Cor	Sell	-500,242	-6.5%	$290.35K	7,215,441
Q1 2015	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell - Position Exit	-16,800	-100.0%	$0.00	-
Q1 2015	CNH CNH Industrial	CNH Industrial	Buy	+5,310,274	+14.0%	$353.23K	43,287,960
Q1 2015	EG Everest Group	Everest Group	Sell	-237,780	-6.7%	$578.89K	3,326,975
Q1 2015	ESRT Empire State Realty Trust, Inc.	Empire State Realty Trust, Inc.	Sell	-5,662,018	-56.2%	$82.97K	4,410,682
Q1 2015	FDX FedEx Corporation	FedEx Corporation	Sell	-439,503	-7.5%	$897.55K	5,424,922
Q1 2015	GHC Graham Holdings Company	Graham Holdings Company	Sell	-42,758	-5.8%	$726.46K	692,111
Q1 2015	L Loews Corporation	Loews Corporation	Sell	-365,983	-1.1%	$1.37M	33,646,715
Q1 2015	MCD McDonald's Corporation	McDonald's Corporation	Sell	-1,063,910	-8.9%	$1.06M	10,853,774
Q1 2015	MDLZ Mondelez International, Inc.	Mondelez International, Inc.	Sell	-25,477,579	-95.3%	$45.60K	1,263,602
Q1 2015	MLCO Melco Resorts & Entertainment L	Melco Resorts & Entertainment L	Sell - Position Exit	-68,900	-100.0%	$0.00	-
Q1 2015	MTN Vail Resorts, Inc.	Vail Resorts, Inc.	Sell	-3,729	-0.2%	$246.87K	2,387,058
Q1 2015	MUR Murphy Oil Corporation	Murphy Oil Corporation	Sell	-864,232	-5.2%	$734.38K	15,759,281
Q1 2015	PHG Koninklijke Philips N.V. NY Reg	Koninklijke Philips N.V. NY Reg	Sell	-1,346,917	-7.4%	$480.14K	16,942,193
Q1 2015	TRV The Travelers Companies, Inc.	The Travelers Companies, Inc.	Sell - Position Exit	-3,677,258	-100.0%	$0.00	-
Q1 2015	WYNN Wynn Resorts, Limited	Wynn Resorts, Limited	Buy - Position Entry	+4,573,838	-	$575.75K	4,573,838