Mason Hawkins - Longleaf Partners Portfolio Balances (Dec 31, 2025)

As of Dec 31, 2025, the Longleaf Partners portfolio balances reported a total equity value of $2.25B across 53 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated Feb 13, 2026, providing an updated snapshot of assets under management.

The portfolio balances highlight CNX RES CORP (CNX) as the single largest position, accounting for 7.8% of total equity value, followed by MATTEL INC (MAT), IAC INC (IAC), REGENERON PHARMACEUTICALS (REGN), and others. Collectively, the top five holdings represent 33.6% of the portfolio, showing how capital is distributed among core positions and long-term investments.