Mason Hawkins - Longleaf Partners 13F Activity & Position Changes (Q3 2013)
As of Sep 30, 2013, the Longleaf Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2026. 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
|