Mason Hawkins - Longleaf Partners 13F Activity & Position Changes (Q2 2017)
As of Jun 30, 2017, 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 2017, the filing reported:
Reductions - CNH Industrial, Everest Group, FedEx Corporation, Liberty Media Corp Formula One Group, Graham Holdings Company, and 6 more
Complete Exits - Ralph Lauren Corporation
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 2017
|
BIDU
Baidu, Inc.
|
Buy |
+3,704
|
|
Q2 2017
|
CNH
CNH Industrial
|
Sell |
-5,236,648
|
|
Q2 2017
|
EG
Everest Group
|
Sell |
-170,812
|
|
Q2 2017
|
FDX
FedEx Corporation
|
Sell |
-911,462
|
|
Q2 2017
|
FWONK
Liberty Media Corp Formula One Group
|
Sell |
-3,165,802
|
|
Q2 2017
|
GHC
Graham Holdings Company
|
Sell |
-400
|
|
Q2 2017
|
GOOG
Alphabet Inc.
|
Sell |
-164,748
|
|
Q2 2017
|
INFY
Infosys Limited
|
Buy - Position Entry |
+22,712
|
|
Q2 2017
|
KODK
Eastman Kodak Company
|
Buy |
+4,300,000
|
|
Q2 2017
|
MLCO
Melco Resorts & Entertainment L
|
Sell |
-591,430
|
|
Q2 2017
|
PK
Park Hotels & Resorts Inc.
|
Buy - Position Entry |
+4,099,385
|
|
Q2 2017
|
RL
Ralph Lauren Corporation
|
Sell - Position Exit |
-13,600
|
|
Q2 2017
|
SMHI
SEACOR Marine Holdings Inc.
|
Buy - Position Entry |
+592,815
|
|
Q2 2017
|
TROW
T. Rowe Price Group, Inc.
|
Sell |
-124,416
|
|
Q2 2017
|
VIPS
Vipshop Holdings Limited
|
Buy |
+246,345
|
|
Q2 2017
|
VSAT
ViaSat, Inc.
|
Sell |
-46,529
|
|
Q2 2017
|
WYNN
Wynn Resorts, Limited
|
Sell |
-3,134,596
|
|
Q2 2017
|
YUMC
Yum China Holdings, Inc.
|
Sell |
-4,715,100
|