Mason Hawkins - Longleaf Partners 13F Activity & Position Changes (Q2 2014)

As of Jun 30, 2014, 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 2014, the filing reported:

New Buys - ViaSat, Inc.

Increases - Graham Holdings Company, Koninklijke Philips N.V. NY Reg, Rayonier Inc. REIT

Reductions - Abbott Laboratories, The Bank of New York Mellon Cor, Berkshire Hathaway Inc. New, Dine Brands Global, Inc. Common, Everest Group, and 7 more

Complete Exits - CNH Industrial, Vornado Realty Trust

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
Q2 2014	ABT Abbott Laboratories	Abbott Laboratories	Sell	-59,467	-0.4%	$559.84K	13,687,877
Q2 2014	BK The Bank of New York Mellon Cor	The Bank of New York Mellon Cor	Sell	-2,021,365	-5.5%	$1.29M	34,546,139
Q2 2014	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-31,367	-0.7%	$544.48K	4,302,129
Q2 2014	CNH CNH Industrial	CNH Industrial	Sell - Position Exit	-9,781,919	-100.0%	$0.00	-
Q2 2014	DIN Dine Brands Global, Inc. Common	Dine Brands Global, Inc. Common	Sell	-1,102,000	-83.8%	$16.93K	213,000
Q2 2014	EG Everest Group	Everest Group	Sell	-284,100	-6.3%	$672.55K	4,190,620
Q2 2014	FDX FedEx Corporation	FedEx Corporation	Sell	-674,617	-5.2%	$1.88M	12,412,235
Q2 2014	GHC Graham Holdings Company	Graham Holdings Company	Buy	+64,362	+12.0%	$431.85K	601,372
Q2 2014	L Loews Corporation	Loews Corporation	Sell	-1,518,790	-4.1%	$1.55M	35,300,094
Q2 2014	MDLZ Mondelez International, Inc.	Mondelez International, Inc.	Sell	-2,420,463	-7.1%	$1.19M	31,664,358
Q2 2014	MUR Murphy Oil Corporation	Murphy Oil Corporation	Sell	-524,474	-3.5%	$962.83K	14,482,958
Q2 2014	NWS News Corporation	News Corporation	Sell	-2,593,600	-9.1%	$453.41K	25,983,627
Q2 2014	NWSA News Corporation	News Corporation	Sell	-1,061,968	-6.1%	$290.82K	16,210,530
Q2 2014	PHG Koninklijke Philips N.V. NY Reg	Koninklijke Philips N.V. NY Reg	Buy	+623,905	+4.1%	$502.32K	15,816,052
Q2 2014	RYN Rayonier Inc. REIT	Rayonier Inc. REIT	Buy	+920,962	+218.8%	$47.70K	1,341,900
Q2 2014	TRV The Travelers Companies, Inc.	The Travelers Companies, Inc.	Sell	-467,894	-4.8%	$871.72K	9,266,741
Q2 2014	VNO Vornado Realty Trust	Vornado Realty Trust	Sell - Position Exit	-230,700	-100.0%	$0.00	-
Q2 2014	VSAT ViaSat, Inc.	ViaSat, Inc.	Buy - Position Entry	+684,828	-	$39.69K	684,828