Mason Hawkins - Longleaf Partners 13F Activity & Position Changes (Q4 2016)
As of Dec 31, 2016, 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 2016, the filing reported:
New Buys - T. Rowe Price Group, Inc., Yum China Holdings, Inc.
Increases - Ralph Lauren Corporation, Vipshop Holdings Limited
Reductions - Franklin Resources, Inc., CNH Industrial, Everest Group, FedEx Corporation, Graham Holdings Company, and 5 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 |
|---|---|---|---|
|
Q4 2016
|
BEN
Franklin Resources, Inc.
|
Sell |
-109,544
|
|
Q4 2016
|
CNH
CNH Industrial
|
Sell |
-1,504,175
|
|
Q4 2016
|
EG
Everest Group
|
Sell |
-101,929
|
|
Q4 2016
|
FDX
FedEx Corporation
|
Sell |
-934,141
|
|
Q4 2016
|
GHC
Graham Holdings Company
|
Sell |
-21,257
|
|
Q4 2016
|
GOOG
Alphabet Inc.
|
Sell |
-138,682
|
|
Q4 2016
|
KODK
Eastman Kodak Company
|
Sell |
-31,800
|
|
Q4 2016
|
MLCO
Melco Resorts & Entertainment L
|
Sell |
-4,377,456
|
|
Q4 2016
|
RL
Ralph Lauren Corporation
|
Buy |
+330,862
|
|
Q4 2016
|
TROW
T. Rowe Price Group, Inc.
|
Buy - Position Entry |
+3,527,014
|
|
Q4 2016
|
VIPS
Vipshop Holdings Limited
|
Buy |
+351,680
|
|
Q4 2016
|
VSAT
ViaSat, Inc.
|
Sell |
-5,231
|
|
Q4 2016
|
WYNN
Wynn Resorts, Limited
|
Sell |
-924,375
|
|
Q4 2016
|
YUMC
Yum China Holdings, Inc.
|
Buy - Position Entry |
+9,044,790
|