Mason Hawkins - Longleaf Partners 13F Activity & Position Changes (Q1 2018)

As of Mar 31, 2018, 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 2018, the filing reported:

New Buys - Comcast Corporation,

Increases - CNX Resources Corporation, Graham Holdings Company, Anywhere Real Estate Inc., Park Hotels & Resorts Inc., Grupo Televisa S.A.B.

Reductions - Franklin Resources, Inc., Baidu, Inc., CONSOL Energy Inc., CNH Industrial, FedEx Corporation, and 5 more

Complete Exits - Melco Resorts & Entertainment L, T. Rowe Price Group, Inc., Wynn Resorts, Limited, Yum China Holdings, 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 2018	BEN Franklin Resources, Inc.	Franklin Resources, Inc.	Sell	-24,021	-1.5%	$54.31K	1,566,007
Q1 2018	BIDU Baidu, Inc.	Baidu, Inc.	Sell	-20,515	-4.9%	$89.34K	400,296
Q1 2018	CEIX CONSOL Energy Inc.	CONSOL Energy Inc.	Sell	-484,535	-8.0%	$161.70K	5,581,612
Q1 2018	CMCSA Comcast Corporation	Comcast Corporation	Buy - Position Entry	+14,690,426	-	$501.97K	14,690,426
Q1 2018	CNH CNH Industrial	CNH Industrial	Sell	-1,686,482	-14.1%	$127.01K	10,242,715
Q1 2018	CNX CNX Resources Corporation	CNX Resources Corporation	Buy	+1,542,414	+3.1%	$793.19K	51,405,677
Q1 2018	FDX FedEx Corporation	FedEx Corporation	Sell	-606,788	-18.3%	$651.41K	2,712,948
Q1 2018	GHC Graham Holdings Company	Graham Holdings Company	Buy	+8,736	+1.3%	$419.30K	696,218
Q1 2018	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-53,393	-9.7%	$513.91K	498,072
Q1 2018	HOUS Anywhere Real Estate Inc.	Anywhere Real Estate Inc.	Buy	+1,088,788	+20.0%	$178.19K	6,531,843
Q1 2018	INFY Infosys Limited	Infosys Limited	Sell	-11,188	-49.3%	$206.00	11,524
Q1 2018	MAT Mattel, Inc.	Mattel, Inc.	Sell	-1,001,551	-2.6%	$490.06K	37,266,607
Q1 2018	MLCO Melco Resorts & Entertainment L	Melco Resorts & Entertainment L	Sell - Position Exit	-614,869	-100.0%	$0.00	-
Q1 2018	PK Park Hotels & Resorts Inc.	Park Hotels & Resorts Inc.	Buy	+13,704,592	+179.7%	$576.41K	21,332,551
Q1 2018	SOI		Buy - Position Entry	+375,000	-	$6.21K	375,000
Q1 2018	TROW T. Rowe Price Group, Inc.	T. Rowe Price Group, Inc.	Sell - Position Exit	-17,945	-100.0%	$0.00	-
Q1 2018	TV Grupo Televisa S.A.B.	Grupo Televisa S.A.B.	Buy	+2,349,802	+11293.3%	$37.84K	2,370,609
Q1 2018	VIPS Vipshop Holdings Limited	Vipshop Holdings Limited	Sell	-444,392	-33.5%	$14.63K	880,294
Q1 2018	VSAT ViaSat, Inc.	ViaSat, Inc.	Sell	-221,343	-4.1%	$340.71K	5,184,282
Q1 2018	WYNN Wynn Resorts, Limited	Wynn Resorts, Limited	Sell - Position Exit	-2,557,767	-100.0%	$0.00	-
Q1 2018	YUMC Yum China Holdings, Inc.	Yum China Holdings, Inc.	Sell - Position Exit	-3,470,444	-100.0%	$0.00	-