Mason Hawkins - Longleaf Partners 13F Activity & Position Changes (Q3 2019)
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, 2019. 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 2019, the filing reported:
New Buys - None reported
Reductions - Affiliated Managers Group, Inc., Comcast Corporation, CNH Industrial, CNX Resources Corporation, FedEx Corporation, and 7 more
Complete Exits - None 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 2019
|
AMG
Affiliated Managers Group, Inc.
|
Sell |
-77,392
|
|
Q3 2019
|
BIDU
Baidu, Inc.
|
Buy |
+26,081
|
|
Q3 2019
|
CMCSA
Comcast Corporation
|
Sell |
-536,558
|
|
Q3 2019
|
CNH
CNH Industrial
|
Sell |
-822,341
|
|
Q3 2019
|
CNX
CNX Resources Corporation
|
Sell |
-1,700,143
|
|
Q3 2019
|
DDS
Dillard's, Inc.
|
Buy |
+560,512
|
|
Q3 2019
|
FDX
FedEx Corporation
|
Sell |
-62,660
|
|
Q3 2019
|
FWONK
Liberty Media Corp Formula One Group
|
Sell |
-1,256,789
|
|
Q3 2019
|
GHC
Graham Holdings Company
|
Sell |
-546
|
|
Q3 2019
|
GOOG
Alphabet Inc.
|
Sell |
-20,030
|
|
Q3 2019
|
HOUS
Anywhere Real Estate Inc.
|
Buy |
+3,398,238
|
|
Q3 2019
|
MAT
Mattel, Inc.
|
Sell |
-719,005
|
|
Q3 2019
|
PCH
PotlatchDeltic Corporation - Co
|
Sell |
-670,572
|
|
Q3 2019
|
PK
Park Hotels & Resorts Inc.
|
Buy |
+2,058,178
|
|
Q3 2019
|
TV
Grupo Televisa S.A.B.
|
Sell |
-15,713
|
|
Q3 2019
|
WYNN
Wynn Resorts, Limited
|
Sell |
-38,454
|