Mason Hawkins - Longleaf Partners Portfolio Allocation (Jun 30, 2025)
As of Jun 30, 2025, the Longleaf Partners portfolio managed by Mason Hawkins was diversified across 11 sectors, according to the most recent SEC 13F filing dated Aug 14, 2025. This allocation breakdown highlights where the portfolio is most concentrated and how capital is distributed across industries.
The Consumer Cyclical sector represents the largest share at 22.7% of total portfolio value, followed by Consumer Cyclical and Consumer Defensive and ETF. Together, the top three sectors account for 47.4% of the portfolio, reflecting Mason Hawkins's emphasis on strategic positioning. This sector allocation provides insights into the fund's investment strategy and risk exposure.
| Sector | Percentage of portfolio (%) | |
|---|---|---|
| Consumer Cyclical | 22.72% | |
| Consumer Defensive | 12.37% | |
| ETF | 12.30% | |
| Energy | 11.21% | |
| Communication Services | 10.65% | |
| Healthcare | 9.27% | |
| Industrials | 7.23% | |
| Technology | 6.26% | |
| Real Estate | 4.33% | |
| Financial Services | 2.40% | |
| Basic Materials | 1.29% | |