Mason Hawkins - Longleaf Partners 13F Activity & Position Changes (Q1 2017)
As of Mar 31, 2017, 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 2017, the filing reported:
New Buys - None reported
Increases - Baidu, Inc., Eastman Kodak Company, T. Rowe Price Group, Inc., Vipshop Holdings Limited, ViaSat, Inc., and 1 more
Reductions - Franklin Resources, Inc., CNH Industrial, Everest Group, FedEx Corporation, Graham Holdings Company, and 4 more
Complete Exits - Rayonier Inc. REIT
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q1 2017
|
BEN
Franklin Resources, Inc.
|
Sell |
-15,003
|
|
Q1 2017
|
BIDU
Baidu, Inc.
|
Buy |
+9,919
|
|
Q1 2017
|
CNH
CNH Industrial
|
Sell |
-7,760,578
|
|
Q1 2017
|
EG
Everest Group
|
Sell |
-193,159
|
|
Q1 2017
|
FDX
FedEx Corporation
|
Sell |
-49,010
|
|
Q1 2017
|
GHC
Graham Holdings Company
|
Sell |
-1,547
|
|
Q1 2017
|
GOOG
Alphabet Inc.
|
Sell |
-5,261
|
|
Q1 2017
|
KODK
Eastman Kodak Company
|
Buy |
+266,800
|
|
Q1 2017
|
MLCO
Melco Resorts & Entertainment L
|
Sell |
-1,543,584
|
|
Q1 2017
|
RL
Ralph Lauren Corporation
|
Sell |
-3,119,439
|
|
Q1 2017
|
RYN
Rayonier Inc. REIT
|
Sell - Position Exit |
-6,755,763
|
|
Q1 2017
|
TROW
T. Rowe Price Group, Inc.
|
Buy |
+494,613
|
|
Q1 2017
|
VIPS
Vipshop Holdings Limited
|
Buy |
+255,542
|
|
Q1 2017
|
VSAT
ViaSat, Inc.
|
Buy |
+725,989
|
|
Q1 2017
|
WYNN
Wynn Resorts, Limited
|
Sell |
-1,093,024
|
|
Q1 2017
|
YUMC
Yum China Holdings, Inc.
|
Buy |
+793,223
|