Mason Hawkins Longleaf Partners Portfolio Update: March 2026
Mason Hawkins' portfolio at Longleaf Partners stood at $1.96 billion as of March 2026. Significant changes were observed in holdings like RYN and MAT, while others like CNX and REGN decreased.
Mason Hawkins' portfolio at Longleaf Partners, valued at approximately $1.96 billion as of March 31, 2026, showed notable shifts in its top holdings during the reporting period.
RAYONIER INC (RYN) saw a substantial increase, with share count rising by 89.52% to 10.92% allocation. MATTEL INC (MAT) also significantly increased, growing by 49.49% in shares to reach 9.16% allocation. IAC INC (IAC) experienced a modest increase, while CNX RES CORP (CNX) and REGENERON PHARMACEUTICALS (REGN) saw decreases of 15.24% and 21.19% respectively, impacting their allocations. ALBERTSONS COS INC (ACI) and KRAFT HEINZ CO (KHC) both increased, though KHC saw a decrease. FEDEX CORP (FDX) and MGM RESORTS INTERNATIONAL (MGM) also decreased, while FORTUNE BRANDS INNOVATIONS I (FBIN) significantly increased.
For detailed analysis of each stock, including RYN, MAT, IAC, CNX, ACI, REGN, KHC, FDX, FBIN, and MGM, please visit their respective profiles: RYN, MAT, IAC, CNX, ACI, REGN, KHC, FDX, FBIN, MGM. For Mason Hawkins' full profile, visit: Mason Hawkins Longleaf Partners.