Mason Hawkins - Longleaf Partners 13F Activity & Position Changes (Q2 2018)
As of Jun 30, 2018, 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 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
|