Mason Hawkins - Longleaf Partners 13F Activity & Position Changes (Q1 2017)
According to the SEC 13F filed on Aug 14, 2026, the Longleaf Partners portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2017. 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
|