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

According to the SEC 13F filed on Aug 14, 2026, the Longleaf Partners portfolio showed several notable changes in holdings as of quarter-end Dec 31, 2013. 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