Mason Hawkins - Longleaf Partners 13F Activity & Position Changes (Q2 2013)
As of Jun 30, 2013, 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 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
|