Mason Hawkins - Longleaf Partners 13F Activity & Position Changes (Q3 2017)
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, 2017. 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 2017, the filing reported:
New Buys - Mattel, Inc.,
Reductions - Franklin Resources, Inc., Baidu, Inc., CNH Industrial, FedEx Corporation, Liberty Media Corp Formula One Group, and 6 more
Complete Exits - Everest Group
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 2017
|
BEN
Franklin Resources, Inc.
|
Sell |
-366,365
|
|
Q3 2017
|
BIDU
Baidu, Inc.
|
Sell |
-12,482
|
|
Q3 2017
|
CNH
CNH Industrial
|
Sell |
-4,395,908
|
|
Q3 2017
|
EG
Everest Group
|
Sell - Position Exit |
-653,772
|
|
Q3 2017
|
FDX
FedEx Corporation
|
Sell |
-796,039
|
|
Q3 2017
|
FWONK
Liberty Media Corp Formula One Group
|
Sell |
-407,616
|
|
Q3 2017
|
GHC
Graham Holdings Company
|
Sell |
-23,752
|
|
Q3 2017
|
GOOG
Alphabet Inc.
|
Sell |
-44,645
|
|
Q3 2017
|
MAT
Mattel, Inc.
|
Buy - Position Entry |
+11,092,519
|
|
Q3 2017
|
MLCO
Melco Resorts & Entertainment L
|
Sell |
-45,614
|
|
Q3 2017
|
PK
Park Hotels & Resorts Inc.
|
Buy |
+4,320,368
|
|
Q3 2017
|
Buy - Position Entry |
+222,500
|
|
|
Q3 2017
|
TROW
T. Rowe Price Group, Inc.
|
Sell |
-215,112
|
|
Q3 2017
|
VIPS
Vipshop Holdings Limited
|
Buy |
+29,280
|
|
Q3 2017
|
VSAT
ViaSat, Inc.
|
Buy |
+576,000
|
|
Q3 2017
|
WYNN
Wynn Resorts, Limited
|
Sell |
-1,607,079
|
|
Q3 2017
|
YUMC
Yum China Holdings, Inc.
|
Sell |
-325,528
|