Mason Hawkins - Longleaf Partners 13F Activity & Position Changes (Q2 2025)
As of Jun 30, 2025, the Longleaf Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 14, 2025. 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 2025, the filing reported:
New Buys - ANGI, ACM Research, Inc., Alexander's, Inc., Clearwater Paper Corporation, Walt Disney Company (The), and 3 more
Increases - Empire State Realty Trust, Inc., Dole, White Mountains, Henry Schein, Inc., IAC Inc., and 8 more
Reductions - Albertsons Companies, Inc., Affiliated Managers Group, Inc., Atlanta Braves Holdings, Inc. -, Bio-Rad Laboratories, Inc., Cardinal Health, Inc., and 16 more
Complete Exits - Alphabet Inc., Howard Hughes 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 2025
|
00183L201
ANGI
|
Buy - Position Entry |
+2,067,648
|
|
Q2 2025
|
ACI
Albertsons Companies, Inc.
|
Sell |
-1,605,998
|
|
Q2 2025
|
ACMR
ACM Research, Inc.
|
Buy - Position Entry |
+1,185,744
|
|
Q2 2025
|
ALX
Alexander's, Inc.
|
Buy - Position Entry |
+63,503
|
|
Q2 2025
|
AMG
Affiliated Managers Group, Inc.
|
Sell |
-472,933
|
|
Q2 2025
|
BATRK
Atlanta Braves Holdings, Inc. -
|
Sell |
-180,003
|
|
Q2 2025
|
BIO
Bio-Rad Laboratories, Inc.
|
Sell |
-8,520
|
|
Q2 2025
|
CAH
Cardinal Health, Inc.
|
Sell |
-6,937
|
|
Q2 2025
|
CLW
Clearwater Paper Corporation
|
Buy - Position Entry |
+937,921
|
|
Q2 2025
|
CNH
CNH Industrial
|
Sell |
-101,519
|
|
Q2 2025
|
CNX
CNX Resources Corporation
|
Sell |
-323,422
|
|
Q2 2025
|
DINO
HF Sinclair Corporation
|
Sell |
-916,856
|
|
Q2 2025
|
DIS
Walt Disney Company (The)
|
Buy - Position Entry |
+290,330
|
|
Q2 2025
|
ESRT
Empire State Realty Trust, Inc.
|
Buy |
+1,073,122
|
|
Q2 2025
|
FBIN
Fortune Brands Innovations, Inc
|
Buy - Position Entry |
+1,031,315
|
|
Q2 2025
|
FDX
FedEx Corporation
|
Sell |
-9,178
|
|
Q2 2025
|
FIS
Fidelity National Information S
|
Sell |
-348,426
|
|
Q2 2025
|
G27907107
Dole
|
Buy |
+96,027
|
|
Q2 2025
|
G9618E107
White Mountains
|
Buy |
+2,610
|
|
Q2 2025
|
GHC
Graham Holdings Company
|
Sell |
-12,258
|
|
Q2 2025
|
GOOG
Alphabet Inc.
|
Sell - Position Exit |
-6,527
|
|
Q2 2025
|
H
Hyatt Hotels Corporation
|
Sell |
-84,507
|
|
Q2 2025
|
HDB
HDFC Bank Limited
|
Sell |
-7,828
|
|
Q2 2025
|
HHH
Howard Hughes Holdings Inc.
|
Sell - Position Exit |
-217,395
|
|
Q2 2025
|
HSIC
Henry Schein, Inc.
|
Buy |
+5,362
|
|
Q2 2025
|
HTHT
H World Group Limited
|
Sell |
-8,136
|
|
Q2 2025
|
IAC
IAC Inc.
|
Buy |
+475,488
|
|
Q2 2025
|
KHC
The Kraft Heinz Company
|
Buy |
+1,212,280
|
|
Q2 2025
|
KSPI
Joint Stock Company Kaspi.kz -
|
Buy - Position Entry |
+188,806
|
|
Q2 2025
|
MAT
Mattel, Inc.
|
Buy |
+381,331
|
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