Mason Hawkins - Longleaf Partners 13F Activity & Position Changes (Q2 2017)
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, 2017. 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
|