Mason Hawkins - Longleaf Partners 13F Activity & Position Changes (Q2 2013)
According to the SEC 13F filed on Aug 14, 2026, the Longleaf Partners portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2013. 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 Q2 2013, the filing reported:
New Buys - Abbott Laboratories, The Bank of New York Mellon Cor, Berkshire Hathaway Inc., Berkshire Hathaway Inc. New, Cemex, S.A.B. de C.V. Sponsored, and 15 more
Increases - None reported
Reductions - None reported
Complete Exits - None reported
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 |
|---|---|---|---|
|
Q2 2013
|
ABT
Abbott Laboratories
|
Buy - Position Entry |
+14,418,305
|
|
Q2 2013
|
BK
The Bank of New York Mellon Cor
|
Buy - Position Entry |
+42,552,699
|
|
Q2 2013
|
BRK-A
Berkshire Hathaway Inc.
|
Buy - Position Entry |
+7
|
|
Q2 2013
|
BRK-B
Berkshire Hathaway Inc. New
|
Buy - Position Entry |
+4,702,096
|
|
Q2 2013
|
CX
Cemex, S.A.B. de C.V. Sponsored
|
Buy - Position Entry |
+41,227,246
|
|
Q2 2013
|
DIN
Dine Brands Global, Inc. Common
|
Buy - Position Entry |
+1,364,900
|
|
Q2 2013
|
EG
Everest Group
|
Buy - Position Entry |
+4,338,682
|
|
Q2 2013
|
FDX
FedEx Corporation
|
Buy - Position Entry |
+16,244,306
|
|
Q2 2013
|
L
Loews Corporation
|
Buy - Position Entry |
+36,813,889
|
|
Q2 2013
|
MDLZ
Mondelez International, Inc.
|
Buy - Position Entry |
+38,518,831
|
|
Q2 2013
|
MLM
Martin Marietta Materials, Inc.
|
Buy - Position Entry |
+1,193,012
|
|
Q2 2013
|
MOS
Mosaic Company (The)
|
Buy - Position Entry |
+904,313
|
|
Q2 2013
|
MTN
Vail Resorts, Inc.
|
Buy - Position Entry |
+3,407,758
|
|
Q2 2013
|
MUR
Murphy Oil Corporation
|
Buy - Position Entry |
+16,060,252
|
|
Q2 2013
|
PHG
Koninklijke Philips N.V. NY Reg
|
Buy - Position Entry |
+19,169,750
|
|
Q2 2013
|
SCI
Service Corporation Internation
|
Buy - Position Entry |
+5,295,700
|
|
Q2 2013
|
TRV
The Travelers Companies, Inc.
|
Buy - Position Entry |
+14,312,849
|
|
Q2 2013
|
VMC
Vulcan Materials Company (Holdi
|
Buy - Position Entry |
+6,125,233
|
|
Q2 2013
|
VNO
Vornado Realty Trust
|
Buy - Position Entry |
+339,902
|
|
Q2 2013
|
WEN
Wendy's Company (The)
|
Buy - Position Entry |
+35,015,000
|