Mason Hawkins - Longleaf Partners 13F Activity & Position Changes (Q4 2013)

As of Dec 31, 2013, 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 Q4 2013, the filing reported:

New Buys - Empire State Realty Trust, Inc., Graham Holdings Company, Rayonier Inc. REIT

Increases - Everest Group, News Corporation, News Corporation

Reductions - Abbott Laboratories, The Bank of New York Mellon Cor, Berkshire Hathaway Inc. New, CNH Industrial, Dine Brands Global, Inc. Common, and 10 more

Complete Exits - Cemex, S.A.B. de C.V. Sponsored, Mosaic Company (The)

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
Q4 2013	ABT Abbott Laboratories	Abbott Laboratories	Sell	-282,512	-2.1%	$515.36K	13,445,344
Q4 2013	BK The Bank of New York Mellon Cor	The Bank of New York Mellon Cor	Sell	-1,199,141	-3.0%	$1.38M	39,369,655
Q4 2013	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-89,900	-2.1%	$502.70K	4,240,058
Q4 2013	CNH CNH Industrial	CNH Industrial	Sell	-2,455,485	-16.9%	$136.90K	12,061,806
Q4 2013	CX Cemex, S.A.B. de C.V. Sponsored	Cemex, S.A.B. de C.V. Sponsored	Sell - Position Exit	-35,375,663	-100.0%	$0.00	-
Q4 2013	DIN Dine Brands Global, Inc. Common	Dine Brands Global, Inc. Common	Sell	-49,900	-3.7%	$109.87K	1,315,000
Q4 2013	EG Everest Group	Everest Group	Buy	+151,040	+3.8%	$648.15K	4,158,249
Q4 2013	ESRT Empire State Realty Trust, Inc.	Empire State Realty Trust, Inc.	Buy - Position Entry	+12,415,753	-	$189.96K	12,415,753
Q4 2013	FDX FedEx Corporation	FedEx Corporation	Sell	-2,174,328	-14.0%	$1.92M	13,325,734
Q4 2013	GHC Graham Holdings Company	Graham Holdings Company	Buy - Position Entry	+543,210	-	$360.32K	543,210
Q4 2013	L Loews Corporation	Loews Corporation	Sell	-744,836	-2.1%	$1.69M	34,984,792
Q4 2013	MDLZ Mondelez International, Inc.	Mondelez International, Inc.	Sell	-1,316,271	-3.6%	$1.24M	35,126,712
Q4 2013	MLM Martin Marietta Materials, Inc.	Martin Marietta Materials, Inc.	Sell	-57,600	-5.2%	$103.92K	1,039,807
Q4 2013	MOS Mosaic Company (The)	Mosaic Company (The)	Sell - Position Exit	-539,600	-100.0%	$0.00	-
Q4 2013	MTN Vail Resorts, Inc.	Vail Resorts, Inc.	Sell	-850,900	-25.0%	$192.35K	2,556,858
Q4 2013	MUR Murphy Oil Corporation	Murphy Oil Corporation	Sell	-312,365	-2.0%	$972.41K	14,987,872
Q4 2013	NWS News Corporation	News Corporation	Buy	+1,249,344	+5.2%	$450.85K	25,285,898
Q4 2013	NWSA News Corporation	News Corporation	Buy	+5,843,591	+320.3%	$138.17K	7,667,791
Q4 2013	PHG Koninklijke Philips N.V. NY Reg	Koninklijke Philips N.V. NY Reg	Sell	-669,162	-4.2%	$560.54K	15,162,171
Q4 2013	RYN Rayonier Inc. REIT	Rayonier Inc. REIT	Buy - Position Entry	+92,553	-	$3.90K	92,553
Q4 2013	TRV The Travelers Companies, Inc.	The Travelers Companies, Inc.	Sell	-3,620,331	-27.3%	$871.26K	9,622,959
Q4 2013	VMC Vulcan Materials Company (Holdi	Vulcan Materials Company (Holdi	Sell	-1,139,009	-18.6%	$296.07K	4,982,724
Q4 2013	WEN Wendy's Company (The)	Wendy's Company (The)	Sell	-7,823,472	-41.4%	$96.40K	11,054,728