Mason Hawkins - Longleaf Partners 13F Activity & Position Changes (Q1 2019)

As of Mar 31, 2019, 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 2019, the filing reported:

New Buys - None reported

Increases - Baidu, Inc., FedEx Corporation, Anywhere Real Estate Inc., Grupo Televisa S.A.B.

Reductions - Affiliated Managers Group, Inc., Comcast Corporation, CNH Industrial, CNX Resources Corporation, Liberty Media Corp Formula One Group, and 8 more

Complete Exits - Melco Resorts & Entertainment L, Vipshop Holdings Limited

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 2019	AMG Affiliated Managers Group, Inc.	Affiliated Managers Group, Inc.	Sell	-147,811	-8.0%	$181.21K	1,691,805
Q1 2019	BIDU Baidu, Inc.	Baidu, Inc.	Buy	+250,772	+44.8%	$133.64K	810,655
Q1 2019	CMCSA Comcast Corporation	Comcast Corporation	Sell	-487,685	-5.8%	$319.40K	7,989,074
Q1 2019	CNH CNH Industrial	CNH Industrial	Sell	-1,533,045	-14.5%	$92.14K	9,033,440
Q1 2019	CNX CNX Resources Corporation	CNX Resources Corporation	Sell	-1,973,538	-4.0%	$506.71K	47,048,157
Q1 2019	FDX FedEx Corporation	FedEx Corporation	Buy	+274,350	+10.4%	$529.12K	2,916,717
Q1 2019	FWONK Liberty Media Corp Formula One Group	Liberty Media Corp Formula One Group	Sell	-1,841,438	-39.9%	$97.38K	2,778,276
Q1 2019	GHC Graham Holdings Company	Graham Holdings Company	Sell	-137,208	-21.1%	$350.40K	512,901
Q1 2019	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-46,713	-13.2%	$359.15K	306,103
Q1 2019	HOUS Anywhere Real Estate Inc.	Anywhere Real Estate Inc.	Buy	+803,203	+8.4%	$117.63K	10,318,816
Q1 2019	MAT Mattel, Inc.	Mattel, Inc.	Sell	-4,011,876	-10.1%	$465.86K	35,835,664
Q1 2019	MLCO Melco Resorts & Entertainment L	Melco Resorts & Entertainment L	Sell - Position Exit	-51,444	-100.0%	$0.00	-
Q1 2019	PK Park Hotels & Resorts Inc.	Park Hotels & Resorts Inc.	Sell	-1,538,658	-11.1%	$383.78K	12,348,011
Q1 2019	SOI		Sell	-127,674	-78.4%	$578.00	35,148
Q1 2019	TV Grupo Televisa S.A.B.	Grupo Televisa S.A.B.	Buy	+16,786	+91.6%	$388.00	35,116
Q1 2019	VIPS Vipshop Holdings Limited	Vipshop Holdings Limited	Sell - Position Exit	-2,652,306	-100.0%	$0.00	-
Q1 2019	VSAT ViaSat, Inc.	ViaSat, Inc.	Sell	-1,310,204	-39.8%	$153.83K	1,984,870
Q1 2019	WYNN Wynn Resorts, Limited	Wynn Resorts, Limited	Sell	-205,033	-12.1%	$177.89K	1,490,854
Q1 2019	YUMC Yum China Holdings, Inc.	Yum China Holdings, Inc.	Sell	-4,263,777	-80.8%	$45.51K	1,013,378