Mason Hawkins - Longleaf Partners 13F Activity & Position Changes (Q2 2020)

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, 2020. 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 2020, the filing reported:

New Buys - Carrier Global Corporation, Melco Resorts & Entertainment L

Increases - Empire State Realty Trust, Inc., Hyatt Hotels Corporation, ViaSat, Inc.

Reductions - Affiliated Managers Group, Inc., Baidu, Inc., Comcast Corporation, CNH Industrial, CNX Resources Corporation, and 10 more

Complete Exits - Berkshire Hathaway Inc. New, Dillard's, Inc., Enerpac Tool Group Corp., Park Hotels & Resorts Inc.

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q2 2020	AMG Affiliated Managers Group, Inc.	Affiliated Managers Group, Inc.	Sell	-14,786	-1.1%	$103.42K	1,387,114
Q2 2020	BIDU Baidu, Inc.	Baidu, Inc.	Sell	-118,066	-10.1%	$126.39K	1,054,250
Q2 2020	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell - Position Exit	-38,700	-100.0%	$0.00	-
Q2 2020	CARR Carrier Global Corporation	Carrier Global Corporation	Buy - Position Entry	+8,876,727	-	$197.24K	8,876,727
Q2 2020	CMCSA Comcast Corporation	Comcast Corporation	Sell	-315,983	-5.8%	$199.77K	5,125,041
Q2 2020	CNH CNH Industrial	CNH Industrial	Sell	-457,810	-9.3%	$31.24K	4,444,372
Q2 2020	CNX CNX Resources Corporation	CNX Resources Corporation	Sell	-11,319,863	-23.4%	$319.94K	36,987,101
Q2 2020	DD DuPont de Nemours, Inc.	DuPont de Nemours, Inc.	Sell	-1,818,723	-37.1%	$164.00K	3,086,748
Q2 2020	DDS Dillard's, Inc.	Dillard's, Inc.	Sell - Position Exit	-1,907,204	-100.0%	$0.00	-
Q2 2020	EPAC Enerpac Tool Group Corp.	Enerpac Tool Group Corp.	Sell - Position Exit	-5,370,459	-100.0%	$0.00	-
Q2 2020	ESRT Empire State Realty Trust, Inc.	Empire State Realty Trust, Inc.	Buy	+8,074,462	+116.5%	$105.05K	15,006,556
Q2 2020	FDX FedEx Corporation	FedEx Corporation	Sell	-455,608	-17.8%	$295.84K	2,109,828
Q2 2020	FWONK Liberty Media Corp Formula One Group	Liberty Media Corp Formula One Group	Sell	-1,813,546	-75.6%	$18.52K	583,856
Q2 2020	GHC Graham Holdings Company	Graham Holdings Company	Sell	-63,952	-17.2%	$105.71K	308,490
Q2 2020	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-74,764	-46.4%	$122.16K	86,419
Q2 2020	H Hyatt Hotels Corporation	Hyatt Hotels Corporation	Buy	+1,108,333	+47.5%	$173.11K	3,442,158
Q2 2020	HOUS Anywhere Real Estate Inc.	Anywhere Real Estate Inc.	Sell	-4,896,817	-29.5%	$86.55K	11,680,116
Q2 2020	MAT Mattel, Inc.	Mattel, Inc.	Sell	-273,407	-0.9%	$281.96K	29,158,469
Q2 2020	MLCO Melco Resorts & Entertainment L	Melco Resorts & Entertainment L	Buy - Position Entry	+66,723	-	$1.04K	66,723
Q2 2020	PCH PotlatchDeltic Corporation - Co	PotlatchDeltic Corporation - Co	Sell	-606,622	-15.3%	$127.48K	3,352,169
Q2 2020	PK Park Hotels & Resorts Inc.	Park Hotels & Resorts Inc.	Sell - Position Exit	-11,407,646	-100.0%	$0.00	-
Q2 2020	TCOM Trip.com Group Limited	Trip.com Group Limited	Sell	-784,523	-45.9%	$23.98K	925,245
Q2 2020	VSAT ViaSat, Inc.	ViaSat, Inc.	Buy	+140,180	+6.0%	$94.84K	2,471,659
Q2 2020	WMB Williams Companies, Inc. (The)	Williams Companies, Inc. (The)	Sell	-3,916,330	-28.9%	$183.07K	9,625,075