Mason Hawkins - Longleaf Partners 13F Activity & Position Changes (Q2 2016)
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, 2016. 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 2016, the filing reported:
Increases - Franklin Resources, Inc., Vipshop Holdings Limited
Reductions - CNH Industrial, Everest Group, FedEx Corporation, Graham Holdings Company, Alphabet Inc., and 4 more
Complete Exits - CF Industries Holdings, Inc.
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 2016
|
BEN
Franklin Resources, Inc.
|
Buy |
+405,500
|
|
Q2 2016
|
CF
CF Industries Holdings, Inc.
|
Sell - Position Exit |
-247,100
|
|
Q2 2016
|
CNH
CNH Industrial
|
Sell |
-5,770,543
|
|
Q2 2016
|
EG
Everest Group
|
Sell |
-53,847
|
|
Q2 2016
|
FDX
FedEx Corporation
|
Sell |
-315,978
|
|
Q2 2016
|
FWONK
Liberty Media Corp Formula One Group
|
Buy - Position Entry |
+8,304,492
|
|
Q2 2016
|
GHC
Graham Holdings Company
|
Sell |
-15,267
|
|
Q2 2016
|
GOOG
Alphabet Inc.
|
Sell |
-70,266
|
|
Q2 2016
|
PHG
Koninklijke Philips N.V. NY Reg
|
Sell |
-927,153
|
|
Q2 2016
|
RL
Ralph Lauren Corporation
|
Buy - Position Entry |
+2,736,418
|
|
Q2 2016
|
RYN
Rayonier Inc. REIT
|
Sell |
-28,898
|
|
Q2 2016
|
VIPS
Vipshop Holdings Limited
|
Buy |
+176,000
|
|
Q2 2016
|
VSAT
ViaSat, Inc.
|
Sell |
-40,800
|
|
Q2 2016
|
WYNN
Wynn Resorts, Limited
|
Sell |
-961,091
|