Mason Hawkins - Longleaf Partners 13F Activity & Position Changes (Q3 2017)
As of Sep 30, 2017, 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 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
|