Mason Hawkins - Longleaf Partners 13F Activity & Position Changes (Q4 2017)

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, 2017. 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 2017, the filing reported:

New Buys - CONSOL Energy Inc., CNX Resources Corporation, Anywhere Real Estate Inc., Grupo Televisa S.A.B.

Increases - Mattel, Inc., Vipshop Holdings Limited

Reductions - Franklin Resources, Inc., Baidu, Inc., CNH Industrial, FedEx Corporation, Graham Holdings Company, and 7 more

Complete Exits - SEACOR Marine Holdings Inc.,

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 2017	BEN Franklin Resources, Inc.	Franklin Resources, Inc.	Sell	-439,157	-21.6%	$68.90K	1,590,028
Q4 2017	BIDU Baidu, Inc.	Baidu, Inc.	Sell	-5,403	-1.3%	$98.56K	420,811
Q4 2017	CEIX CONSOL Energy Inc.	CONSOL Energy Inc.	Buy - Position Entry	+6,066,147	-	$239.67K	6,066,147
Q4 2017	CNH CNH Industrial	CNH Industrial	Sell	-3,568,811	-23.0%	$159.85K	11,929,197
Q4 2017	CNX CNX Resources Corporation	CNX Resources Corporation	Buy - Position Entry	+49,863,263	-	$729.50K	49,863,263
Q4 2017	FDX FedEx Corporation	FedEx Corporation	Sell	-598,249	-15.3%	$828.41K	3,319,736
Q4 2017	GHC Graham Holdings Company	Graham Holdings Company	Sell	-55,190	-7.4%	$383.86K	687,482
Q4 2017	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-171,199	-23.7%	$577.05K	551,465
Q4 2017	HOUS Anywhere Real Estate Inc.	Anywhere Real Estate Inc.	Buy - Position Entry	+5,443,055	-	$144.24K	5,443,055
Q4 2017	MAT Mattel, Inc.	Mattel, Inc.	Buy	+27,175,639	+245.0%	$588.56K	38,268,158
Q4 2017	MLCO Melco Resorts & Entertainment L	Melco Resorts & Entertainment L	Sell	-252,479	-29.1%	$17.86K	614,869
Q4 2017	PK Park Hotels & Resorts Inc.	Park Hotels & Resorts Inc.	Sell	-791,794	-9.4%	$219.30K	7,627,959
Q4 2017	SMHI SEACOR Marine Holdings Inc.	SEACOR Marine Holdings Inc.	Sell - Position Exit	-592,815	-100.0%	$0.00	-
Q4 2017	SOI		Sell - Position Exit	-222,500	-100.0%	$0.00	-
Q4 2017	TROW T. Rowe Price Group, Inc.	T. Rowe Price Group, Inc.	Sell	-3,664,154	-99.5%	$1.88K	17,945
Q4 2017	TV Grupo Televisa S.A.B.	Grupo Televisa S.A.B.	Buy - Position Entry	+20,807	-	$388.00	20,807
Q4 2017	VIPS Vipshop Holdings Limited	Vipshop Holdings Limited	Buy	+11,757	+0.9%	$15.53K	1,324,686
Q4 2017	VSAT ViaSat, Inc.	ViaSat, Inc.	Sell	-436,131	-7.5%	$404.61K	5,405,625
Q4 2017	WYNN Wynn Resorts, Limited	Wynn Resorts, Limited	Sell	-2,559,495	-50.0%	$431.21K	2,557,767
Q4 2017	YUMC Yum China Holdings, Inc.	Yum China Holdings, Inc.	Sell	-1,326,941	-27.7%	$138.89K	3,470,444