Mason Hawkins - Longleaf Partners 13F Activity & Position Changes (Q3 2018)

As of Sep 30, 2018, 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 2018, the filing reported:

New Buys - Affiliated Managers Group, Inc., Summit Materials, Inc., Yum China Holdings, Inc.

Increases - Baidu, Inc., Anywhere Real Estate Inc., Mattel, Inc., Vipshop Holdings Limited

Reductions - Comcast Corporation, CNH Industrial, CNX Resources Corporation, FedEx Corporation, Liberty Media Corp Formula One Group, and 4 more

Complete Exits - Franklin Resources, Inc., CONSOL Energy Inc., Grupo Televisa S.A.B.

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q3 2018	AMG Affiliated Managers Group, Inc.	Affiliated Managers Group, Inc.	Buy - Position Entry	+1,174,806	-	$160.62K	1,174,806
Q3 2018	BEN Franklin Resources, Inc.	Franklin Resources, Inc.	Sell - Position Exit	-1,566,007	-100.0%	$0.00	-
Q3 2018	BIDU Baidu, Inc.	Baidu, Inc.	Buy	+86,353	+21.5%	$111.44K	487,318
Q3 2018	CEIX CONSOL Energy Inc.	CONSOL Energy Inc.	Sell - Position Exit	-3,899,815	-100.0%	$0.00	-
Q3 2018	CMCSA Comcast Corporation	Comcast Corporation	Sell	-3,778,307	-20.2%	$528.62K	14,928,401
Q3 2018	CNH CNH Industrial	CNH Industrial	Sell	-1,989,720	-14.6%	$140.19K	11,673,071
Q3 2018	CNX CNX Resources Corporation	CNX Resources Corporation	Sell	-263,291	-0.5%	$719.88K	50,305,672
Q3 2018	FDX FedEx Corporation	FedEx Corporation	Sell	-110,024	-4.1%	$614.21K	2,550,818
Q3 2018	FWONK Liberty Media Corp Formula One Group	Liberty Media Corp Formula One Group	Sell	-107,219	-2.3%	$171.81K	4,619,714
Q3 2018	GHC Graham Holdings Company	Graham Holdings Company	Sell	-19,566	-2.8%	$391.98K	676,652
Q3 2018	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-87,443	-18.5%	$461.22K	386,451
Q3 2018	HOUS Anywhere Real Estate Inc.	Anywhere Real Estate Inc.	Buy	+1,823,503	+23.7%	$196.40K	9,515,613
Q3 2018	MAT Mattel, Inc.	Mattel, Inc.	Buy	+76,151	+0.2%	$581.67K	37,048,758
Q3 2018	PK Park Hotels & Resorts Inc.	Park Hotels & Resorts Inc.	Sell	-3,634,150	-18.0%	$542.59K	16,532,414
Q3 2018	SUM Summit Materials, Inc.	Summit Materials, Inc.	Buy - Position Entry	+9,251,255	-	$168.19K	9,251,255
Q3 2018	TV Grupo Televisa S.A.B.	Grupo Televisa S.A.B.	Sell - Position Exit	-2,179,804	-100.0%	$0.00	-
Q3 2018	VIPS Vipshop Holdings Limited	Vipshop Holdings Limited	Buy	+568,458	+37.1%	$13.12K	2,102,334
Q3 2018	VSAT ViaSat, Inc.	ViaSat, Inc.	Sell	-264,139	-6.1%	$259.75K	4,061,758
Q3 2018	YUMC Yum China Holdings, Inc.	Yum China Holdings, Inc.	Buy - Position Entry	+1,999,351	-	$70.20K	1,999,351