Mason Hawkins Longleaf Partners Portfolio Update December 2025
Mason Hawkins' portfolio at Longleaf Partners reached $2.17 billion as of December 31, 2025, highlighting significant increases in holdings like IAC and Regeneron Pharmaceuticals.
Mason Hawkins' portfolio at Longleaf Partners reached $2.17 billion as of December 31, 2025.
Key holdings include CNX Res Corp (7.76%), Matel Inc (7.57%), IAC Inc (6.95%), Regeneron Pharmaceuticals (5.7%), PotlatchDeltic Corp (5.6%), Rayonier Inc (5.48%), Kraft Heinz Co (4.85%), Albertsons Cos Inc (4.72%), FedEx Corp (4.62%), and MGM Resorts International (3.3%).
Notable changes include a significant increase in IAC Inc shares (+44.15%), PotlatchDeltic Corp shares (+48.37%), Rayonier Inc shares (+26.29%), Kraft Heinz Co shares (+23.39%), Albertsons Cos Inc shares (+24.73%), and MGM Resorts International shares (+16.33%).
Conversely, Matel Inc shares decreased by 0.35%, FedEx Corp shares decreased by 4.08%, and CNX Res Corp shares decreased by 0.35%.