Mason Hawkins - Longleaf Partners 13F Activity & Position Changes (Q2 2019)
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, 2019. 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
|