Mason Hawkins - Longleaf Partners 13F Activity & Position Changes (Q1 2020)
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, 2020. 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
|