Mason Hawkins - Longleaf Partners 13F Activity & Position Changes (Q4 2018)

As of Dec 31, 2018, 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 2018, the filing reported:

New Buys - Melco Resorts & Entertainment L, PotlatchDeltic Corporation - Co, Grupo Televisa S.A.B., Wynn Resorts, Limited

Increases - Affiliated Managers Group, Inc., Baidu, Inc., FedEx Corporation, Mattel, Inc., Summit Materials, Inc., and 2 more

Reductions - Comcast Corporation, CNH Industrial, CNX Resources Corporation, Graham Holdings Company, Alphabet Inc., and 3 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	Name	Type	Change Qty	% Change	Value	Remaining
Q4 2018	AMG Affiliated Managers Group, Inc.	Affiliated Managers Group, Inc.	Buy	+664,810	+56.6%	$179.25K	1,839,616
Q4 2018	BIDU Baidu, Inc.	Baidu, Inc.	Buy	+72,565	+14.9%	$88.80K	559,883
Q4 2018	CMCSA Comcast Corporation	Comcast Corporation	Sell	-6,451,642	-43.2%	$288.63K	8,476,759
Q4 2018	CNH CNH Industrial	CNH Industrial	Sell	-1,106,586	-9.5%	$97.32K	10,566,485
Q4 2018	CNX CNX Resources Corporation	CNX Resources Corporation	Sell	-1,283,977	-2.6%	$559.83K	49,021,695
Q4 2018	FDX FedEx Corporation	FedEx Corporation	Buy	+91,549	+3.6%	$426.29K	2,642,367
Q4 2018	GHC Graham Holdings Company	Graham Holdings Company	Sell	-26,543	-3.9%	$416.45K	650,109
Q4 2018	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-33,635	-8.7%	$365.38K	352,816
Q4 2018	MAT Mattel, Inc.	Mattel, Inc.	Buy	+2,798,782	+7.6%	$398.08K	39,847,540
Q4 2018	MLCO Melco Resorts & Entertainment L	Melco Resorts & Entertainment L	Buy - Position Entry	+51,444	-	$906.00	51,444
Q4 2018	PCH PotlatchDeltic Corporation - Co	PotlatchDeltic Corporation - Co	Buy - Position Entry	+4,629,363	-	$146.47K	4,629,363
Q4 2018	PK Park Hotels & Resorts Inc.	Park Hotels & Resorts Inc.	Sell	-2,645,745	-16.0%	$360.78K	13,886,669
Q4 2018	SOI		Sell	-284,514	-63.6%	$1.97K	162,822
Q4 2018	SUM Summit Materials, Inc.	Summit Materials, Inc.	Buy	+3,569,214	+38.6%	$158.97K	12,820,469
Q4 2018	TV Grupo Televisa S.A.B.	Grupo Televisa S.A.B.	Buy - Position Entry	+18,330	-	$231.00	18,330
Q4 2018	VIPS Vipshop Holdings Limited	Vipshop Holdings Limited	Buy	+549,972	+26.2%	$14.48K	2,652,306
Q4 2018	VSAT ViaSat, Inc.	ViaSat, Inc.	Sell	-766,684	-18.9%	$194.25K	3,295,074
Q4 2018	WYNN Wynn Resorts, Limited	Wynn Resorts, Limited	Buy - Position Entry	+1,695,887	-	$167.74K	1,695,887
Q4 2018	YUMC Yum China Holdings, Inc.	Yum China Holdings, Inc.	Buy	+3,277,804	+163.9%	$176.94K	5,277,155