Mason Hawkins - Longleaf Partners 13F Activity & Position Changes (Q2 2019)
As of Jun 30, 2019, 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 2019, the filing reported:
New Buys - Dillard's, Inc.
Reductions - Affiliated Managers Group, Inc., Comcast Corporation, CNH Industrial, FedEx Corporation, Liberty Media Corp Formula One Group, and 6 more
Complete Exits - , Yum China 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 2019
|
AMG
Affiliated Managers Group, Inc.
|
Sell |
-92,416
|
|
Q2 2019
|
BIDU
Baidu, Inc.
|
Buy |
+280,642
|
|
Q2 2019
|
CMCSA
Comcast Corporation
|
Sell |
-1,086,470
|
|
Q2 2019
|
CNH
CNH Industrial
|
Sell |
-1,515,636
|
|
Q2 2019
|
CNX
CNX Resources Corporation
|
Buy |
+8,334,757
|
|
Q2 2019
|
DDS
Dillard's, Inc.
|
Buy - Position Entry |
+1,477,885
|
|
Q2 2019
|
FDX
FedEx Corporation
|
Sell |
-313,279
|
|
Q2 2019
|
FWONK
Liberty Media Corp Formula One Group
|
Sell |
-545,391
|
|
Q2 2019
|
GHC
Graham Holdings Company
|
Sell |
-46,671
|
|
Q2 2019
|
GOOG
Alphabet Inc.
|
Sell |
-103,544
|
|
Q2 2019
|
HOUS
Anywhere Real Estate Inc.
|
Buy |
+2,859,879
|
|
Q2 2019
|
MAT
Mattel, Inc.
|
Sell |
-1,182,568
|
|
Q2 2019
|
PK
Park Hotels & Resorts Inc.
|
Sell |
-3,712,403
|
|
Q2 2019
|
Sell - Position Exit |
-35,148
|
|
|
Q2 2019
|
VSAT
ViaSat, Inc.
|
Sell |
-594,693
|
|
Q2 2019
|
WYNN
Wynn Resorts, Limited
|
Sell |
-637,249
|
|
Q2 2019
|
YUMC
Yum China Holdings, Inc.
|
Sell - Position Exit |
-1,013,378
|