Mason Hawkins - Longleaf Partners 13F Activity & Position Changes (Q1 2021)

As of Mar 31, 2021, the Longleaf Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 17, 2021. 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 2021, the filing reported:

New Buys - Alibaba Group Holding Limited, Biogen Inc., Lumen Technologies, Inc., JOYY Inc.

Increases - None reported

Reductions - Affiliated Managers Group, Inc., Baidu, Inc., Comcast Corporation, CNH Industrial, CNX Resources Corporation, and 9 more

Complete Exits - DuPont de Nemours, Inc., PotlatchDeltic Corporation - Co, Trip.com Group 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 2021	AMG Affiliated Managers Group, Inc.	Affiliated Managers Group, Inc.	Sell	-346,782	-21.4%	$189.39K	1,270,837
Q1 2021	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Buy - Position Entry	+357,571	-	$81.07K	357,571
Q1 2021	BIDU Baidu, Inc.	Baidu, Inc.	Sell	-154,041	-16.9%	$165.19K	759,328
Q1 2021	BIIB Biogen Inc.	Biogen Inc.	Buy - Position Entry	+603,890	-	$168.94K	603,890
Q1 2021	CMCSA Comcast Corporation	Comcast Corporation	Sell	-199,618	-4.1%	$251.77K	4,652,977
Q1 2021	CNH CNH Industrial	CNH Industrial	Sell	-325,369	-10.9%	$41.57K	2,657,754
Q1 2021	CNX CNX Resources Corporation	CNX Resources Corporation	Sell	-5,966,965	-16.8%	$434.25K	29,541,009
Q1 2021	DD DuPont de Nemours, Inc.	DuPont de Nemours, Inc.	Sell - Position Exit	-2,599,162	-100.0%	$0.00	-
Q1 2021	DEI Douglas Emmett, Inc.	Douglas Emmett, Inc.	Sell	-142,898	-3.5%	$125.42K	3,994,349
Q1 2021	EG Everest Group	Everest Group	Sell	-2,335	-0.6%	$99.42K	401,202
Q1 2021	ESRT Empire State Realty Trust, Inc.	Empire State Realty Trust, Inc.	Sell	-3,224,611	-20.2%	$142.22K	12,778,058
Q1 2021	FDX FedEx Corporation	FedEx Corporation	Sell	-39,053	-4.4%	$240.46K	846,557
Q1 2021	GHC Graham Holdings Company	Graham Holdings Company	Sell	-13,864	-6.2%	$117.00K	208,018
Q1 2021	H Hyatt Hotels Corporation	Hyatt Hotels Corporation	Sell	-699,399	-17.0%	$282.32K	3,413,828
Q1 2021	LUMN Lumen Technologies, Inc.	Lumen Technologies, Inc.	Buy - Position Entry	+62,113,933	-	$829.22K	62,113,933
Q1 2021	MAT Mattel, Inc.	Mattel, Inc.	Sell	-1,269,939	-7.3%	$321.65K	16,147,300
Q1 2021	MGM MGM Resorts International	MGM Resorts International	Sell	-1,427,700	-20.2%	$213.71K	5,625,364
Q1 2021	PCH PotlatchDeltic Corporation - Co	PotlatchDeltic Corporation - Co	Sell - Position Exit	-1,387,349	-100.0%	$0.00	-
Q1 2021	TCOM Trip.com Group Limited	Trip.com Group Limited	Sell - Position Exit	-1,250,835	-100.0%	$0.00	-
Q1 2021	WMB Williams Companies, Inc. (The)	Williams Companies, Inc. (The)	Sell	-815,957	-9.0%	$195.70K	8,261,009
Q1 2021	YY JOYY Inc.	JOYY Inc.	Buy - Position Entry	+626,472	-	$58.72K	626,472