Mason Hawkins - Longleaf Partners 13F Activity & Position Changes (Q4 2016)
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, 2016. 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
|