Mason Hawkins' Portfolio Snapshot: Top Holdings & Significant Share Changes
A snapshot of Mason Hawkins' portfolio at Longleaf Partners as of Dec 31, 2025, highlighting top holdings and observable share changes across sectors.
As of December 31, 2025, Mason Hawkins' portfolio at Longleaf Partners totals approximately $2.17 billion. The top holdings show significant shifts in share positions during the reporting period.
Energy sector holding CNX saw a slight decrease in shares (-16,805 shares, -0.35%), while Consumer Cyclical stocks MAT and MGM showed positive changes, with MAT increasing by 409,032 shares (+5.01%) and MGM by 285,367 shares (+16.33%).
In the Real Estate sector, POTLATCHDELTIC (PCH) and RAYONIER (RYN) demonstrated substantial growth, with PCH adding 1,031,209 shares (+48.37%) and RYN adding 1,182,216 shares (+26.29%).
Communication Services holding IAC Inc. (IAC) also increased significantly, adding 1,221,829 shares (+44.15%). Healthcare holding REGENON Pharmaceuticals (REGN) saw a moderate increase of 21,185 shares (+14.65%).
For detailed analysis of Mason Hawkins' portfolio and individual stock performance, visit Mason Hawkins' profile and explore stock-specific data at InsiderSet stocks.