Mason Hawkins - Longleaf Partners 13F Activity & Position Changes (Q3 2013)
According to the SEC 13F filed on Aug 14, 2026, the Longleaf Partners portfolio showed several notable changes in holdings as of quarter-end Sep 30, 2013. 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 Q3 2013, the filing reported:
Increases - None reported
Reductions - Abbott Laboratories, The Bank of New York Mellon Cor, Berkshire Hathaway Inc. New, Cemex, S.A.B. de C.V. Sponsored, Everest Group, and 11 more
Complete Exits - Service Corporation Internation
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 |
|---|---|---|---|
|
Q3 2013
|
ABT
Abbott Laboratories
|
Sell |
-690,449
|
|
Q3 2013
|
BK
The Bank of New York Mellon Cor
|
Sell |
-1,983,903
|
|
Q3 2013
|
BRK-B
Berkshire Hathaway Inc. New
|
Sell |
-372,138
|
|
Q3 2013
|
CNH
CNH Industrial
|
Buy - Position Entry |
+14,517,291
|
|
Q3 2013
|
CX
Cemex, S.A.B. de C.V. Sponsored
|
Sell |
-5,851,583
|
|
Q3 2013
|
EG
Everest Group
|
Sell |
-331,473
|
|
Q3 2013
|
FDX
FedEx Corporation
|
Sell |
-744,244
|
|
Q3 2013
|
L
Loews Corporation
|
Sell |
-1,084,261
|
|
Q3 2013
|
MDLZ
Mondelez International, Inc.
|
Sell |
-2,075,848
|
|
Q3 2013
|
MLM
Martin Marietta Materials, Inc.
|
Sell |
-95,605
|
|
Q3 2013
|
MOS
Mosaic Company (The)
|
Sell |
-364,713
|
|
Q3 2013
|
MUR
Murphy Oil Corporation
|
Sell |
-760,015
|
|
Q3 2013
|
NWS
News Corporation
|
Buy - Position Entry |
+24,036,554
|
|
Q3 2013
|
NWSA
News Corporation
|
Buy - Position Entry |
+1,824,200
|
|
Q3 2013
|
PHG
Koninklijke Philips N.V. NY Reg
|
Sell |
-3,338,417
|
|
Q3 2013
|
SCI
Service Corporation Internation
|
Sell - Position Exit |
-5,295,700
|
|
Q3 2013
|
TRV
The Travelers Companies, Inc.
|
Sell |
-1,069,559
|
|
Q3 2013
|
VMC
Vulcan Materials Company (Holdi
|
Sell |
-3,500
|
|
Q3 2013
|
VNO
Vornado Realty Trust
|
Sell |
-107,700
|
|
Q3 2013
|
WEN
Wendy's Company (The)
|
Sell |
-16,136,800
|