Mason Hawkins - Longleaf Partners 13F Activity & Position Changes (Q1 2020)
As of Mar 31, 2020, 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 2020, the filing reported:
New Buys - Berkshire Hathaway Inc. New, DuPont de Nemours, Inc., Enerpac Tool Group Corp., Empire State Realty Trust, Inc., Hyatt Hotels Corporation
Increases - Affiliated Managers Group, Inc., Baidu, Inc., FedEx Corporation, Liberty Media Corp Formula One Group, Trip.com Group Limited, and 3 more
Reductions - Comcast Corporation, CNH Industrial, CNX Resources Corporation, Dillard's, Inc., Graham Holdings Company, and 3 more
Complete Exits - Nokia Corporation Sponsored, Wynn Resorts, Limited
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 2020
|
AMG
Affiliated Managers Group, Inc.
|
Buy |
+601
|
|
Q1 2020
|
BIDU
Baidu, Inc.
|
Buy |
+13,262
|
|
Q1 2020
|
BRK-B
Berkshire Hathaway Inc. New
|
Buy - Position Entry |
+38,700
|
|
Q1 2020
|
CMCSA
Comcast Corporation
|
Sell |
-652,044
|
|
Q1 2020
|
CNH
CNH Industrial
|
Sell |
-470,100
|
|
Q1 2020
|
CNX
CNX Resources Corporation
|
Sell |
-1,972,192
|
|
Q1 2020
|
DD
DuPont de Nemours, Inc.
|
Buy - Position Entry |
+4,905,471
|
|
Q1 2020
|
DDS
Dillard's, Inc.
|
Sell |
-131,193
|
|
Q1 2020
|
EPAC
Enerpac Tool Group Corp.
|
Buy - Position Entry |
+5,370,459
|
|
Q1 2020
|
ESRT
Empire State Realty Trust, Inc.
|
Buy - Position Entry |
+6,932,094
|
|
Q1 2020
|
FDX
FedEx Corporation
|
Buy |
+135,696
|
|
Q1 2020
|
FWONK
Liberty Media Corp Formula One Group
|
Buy |
+1,421,306
|
|
Q1 2020
|
GHC
Graham Holdings Company
|
Sell |
-87,184
|
|
Q1 2020
|
GOOG
Alphabet Inc.
|
Sell |
-12,477
|
|
Q1 2020
|
H
Hyatt Hotels Corporation
|
Buy - Position Entry |
+2,333,825
|
|
Q1 2020
|
MAT
Mattel, Inc.
|
Sell |
-3,348,581
|
|
Q1 2020
|
NOK
Nokia Corporation Sponsored
|
Sell - Position Exit |
-3,250,000
|
|
Q1 2020
|
PK
Park Hotels & Resorts Inc.
|
Sell |
-186,031
|
|
Q1 2020
|
TCOM
Trip.com Group Limited
|
Buy |
+518,487
|
|
Q1 2020
|
VSAT
ViaSat, Inc.
|
Buy |
+1,008,227
|
|
Q1 2020
|
WMB
Williams Companies, Inc. (The)
|
Buy |
+5,315,992
|
|
Q1 2020
|
WOW
WideOpenWest, Inc.
|
Buy |
+270,194
|
|
Q1 2020
|
WYNN
Wynn Resorts, Limited
|
Sell - Position Exit |
-3,520
|