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:

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