Mason Hawkins - Longleaf Partners 13F Activity & Position Changes (Q2 2018)
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, 2018. 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 2018, the filing reported:
New Buys - None reported
Increases - Baidu, Inc., Comcast Corporation, CNH Industrial, Anywhere Real Estate Inc., , and 1 more
Reductions - CONSOL Energy Inc., CNX Resources Corporation, FedEx Corporation, Alphabet Inc., Mattel, Inc., and 3 more
Complete Exits - Infosys Limited
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 2018
|
BIDU
Baidu, Inc.
|
Buy |
+669
|
|
Q2 2018
|
CEIX
CONSOL Energy Inc.
|
Sell |
-1,681,797
|
|
Q2 2018
|
CMCSA
Comcast Corporation
|
Buy |
+4,016,282
|
|
Q2 2018
|
CNH
CNH Industrial
|
Buy |
+3,420,076
|
|
Q2 2018
|
CNX
CNX Resources Corporation
|
Sell |
-836,714
|
|
Q2 2018
|
FDX
FedEx Corporation
|
Sell |
-52,106
|
|
Q2 2018
|
GOOG
Alphabet Inc.
|
Sell |
-24,178
|
|
Q2 2018
|
HOUS
Anywhere Real Estate Inc.
|
Buy |
+1,160,267
|
|
Q2 2018
|
INFY
Infosys Limited
|
Sell - Position Exit |
-11,524
|
|
Q2 2018
|
MAT
Mattel, Inc.
|
Sell |
-294,000
|
|
Q2 2018
|
PK
Park Hotels & Resorts Inc.
|
Sell |
-1,165,987
|
|
Q2 2018
|
Buy |
+72,336
|
|
|
Q2 2018
|
TV
Grupo Televisa S.A.B.
|
Sell |
-190,805
|
|
Q2 2018
|
VIPS
Vipshop Holdings Limited
|
Buy |
+653,582
|
|
Q2 2018
|
VSAT
ViaSat, Inc.
|
Sell |
-858,385
|