Mason Hawkins - Longleaf Partners 13F Activity & Position Changes (Q2 2025)
According to the SEC 13F filed on Aug 14, 2025, the Longleaf Partners portfolio showed several notable changes in holdings as of quarter-end Jun 30, 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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