Mason Hawkins - Longleaf Partners 13F Activity & Position Changes (Q3 2018)
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, 2018. 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 2018, the filing reported:
Reductions - Comcast Corporation, CNH Industrial, CNX Resources Corporation, FedEx Corporation, Liberty Media Corp Formula One Group, and 4 more
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 2018
|
AMG
Affiliated Managers Group, Inc.
|
Buy - Position Entry |
+1,174,806
|
|
Q3 2018
|
BEN
Franklin Resources, Inc.
|
Sell - Position Exit |
-1,566,007
|
|
Q3 2018
|
BIDU
Baidu, Inc.
|
Buy |
+86,353
|
|
Q3 2018
|
CEIX
CONSOL Energy Inc.
|
Sell - Position Exit |
-3,899,815
|
|
Q3 2018
|
CMCSA
Comcast Corporation
|
Sell |
-3,778,307
|
|
Q3 2018
|
CNH
CNH Industrial
|
Sell |
-1,989,720
|
|
Q3 2018
|
CNX
CNX Resources Corporation
|
Sell |
-263,291
|
|
Q3 2018
|
FDX
FedEx Corporation
|
Sell |
-110,024
|
|
Q3 2018
|
FWONK
Liberty Media Corp Formula One Group
|
Sell |
-107,219
|
|
Q3 2018
|
GHC
Graham Holdings Company
|
Sell |
-19,566
|
|
Q3 2018
|
GOOG
Alphabet Inc.
|
Sell |
-87,443
|
|
Q3 2018
|
HOUS
Anywhere Real Estate Inc.
|
Buy |
+1,823,503
|
|
Q3 2018
|
MAT
Mattel, Inc.
|
Buy |
+76,151
|
|
Q3 2018
|
PK
Park Hotels & Resorts Inc.
|
Sell |
-3,634,150
|
|
Q3 2018
|
SUM
Summit Materials, Inc.
|
Buy - Position Entry |
+9,251,255
|
|
Q3 2018
|
TV
Grupo Televisa S.A.B.
|
Sell - Position Exit |
-2,179,804
|
|
Q3 2018
|
VIPS
Vipshop Holdings Limited
|
Buy |
+568,458
|
|
Q3 2018
|
VSAT
ViaSat, Inc.
|
Sell |
-264,139
|
|
Q3 2018
|
YUMC
Yum China Holdings, Inc.
|
Buy - Position Entry |
+1,999,351
|