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

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, 2018. 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