Mason Hawkins Longleaf Partners Portfolio Update: March 2026
Mason Hawkins' portfolio at Longleaf Partners stood at $1.96 billion as of March 31, 2026. Significant changes were observed in holdings like RYAN and MATTEL, while others like REGENERON saw reductions.
Mason Hawkins, through Longleaf Partners, held a portfolio valued at $1.96 billion as of March 31, 2026.
Among the top holdings, RAYONIER INC (RYN) showed a substantial increase in shares and value, growing by 89.52% year-over-year and now accounting for 10.92% of the portfolio. Similarly, MATTEL INC (MAT) increased significantly by 49.49%, now representing 9.16% of assets. IAC INC (IAC) maintained its position with a modest increase, while CNX RES CORP (CNX) experienced a notable decrease of 15.24%. ALBERTSONS COS INC (ACI) saw a significant rise, REGENERON PHARMACEUTICALS (REGN) and KRAFT HEINZ CO (KHC) decreased, FEDEX CORP (FDX) saw a sharp reduction, FORTUNE BRANDS INNOVATIONS I (FBIN) increased substantially, and MGM RESORTS INTERNATIONAL (MGM) decreased.
For detailed analysis of each stock, please visit RYN, MAT, IAC, CNX, ACI, REGN, KHC, FDX, FBIN, and MGM. For more information on Mason Hawkins' investing activities, please visit Longleaf Partners.