Mason Hawkins - Longleaf Partners Portfolio Position Sizes (Q2 2026)

According to the SEC 13F filed on Aug 14, 2026, the Longleaf Partners portfolio balances reported a total equity value of $1.92B across 47 publicly traded holdings as of quarter-end Jun 30, 2026.

The portfolio balances highlight RAYONIER INC (RYN) as the single largest position, accounting for 10.5% of total equity value, followed by MATTEL INC (MAT), CNX RES CORP (CNX), PEOPLE INC (IAC), and others. Collectively, the top five holdings represent 41.3% of the portfolio, showing how capital is distributed among core positions and long-term investments.