Mason Hawkins – Longleaf Partners Portfolio Activity & Recent Trades (Jun 30, 2025)
As of Jun 30, 2025, the Longleaf Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 14, 2025. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q2 2025, the filing reported:
New Buys – ANGI (00183L201), ACM Research, Inc. (ACMR), Fortune Brands Innovations, Inc (FBIN), Clearwater Paper Corporation (CLW), Walt Disney Company (The) (DIS), and 3 more
Increases – Shenandoah Telecommunications C (SHEN), Melco Resorts & Entertainment L (MLCO), The Kraft Heinz Company (KHC), Empire State Realty Trust, Inc. (ESRT), TripAdvisor, Inc. (TRIP), and 8 more
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
Longleaf Partners Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q2 2021Jun 30, 2021 | BABA Alibaba Group Holding Limited | Buy | +146,702+41.0% |
Q2 2021Jun 30, 2021 | EG Everest Group | Buy | +97,576+24.3% |
Q2 2021Jun 30, 2021 | H Hyatt Hotels Corporation | Buy | +55,218+1.6% |
Q2 2021Jun 30, 2021 | YY JOYY Inc. | Buy | +51,586+8.2% |
Q2 2021Jun 30, 2021 | GHC Graham Holdings Company | Buy | +10,417+5.0% |
Q2 2021Jun 30, 2021 | FDX FedEx Corporation | Sell | -510-0.1% |
Q2 2021Jun 30, 2021 | CMCSA Comcast Corporation | Sell | -3,861-0.1% |
Q2 2021Jun 30, 2021 | MGM MGM Resorts International | Sell | -4,527-0.1% |
Q2 2021Jun 30, 2021 | CNH CNH Industrial | Sell | -62,379-2.3% |
Q2 2021Jun 30, 2021 | HOUS Anywhere Real Estate Inc. | Sell | -66,943-0.8% |
Q2 2021Jun 30, 2021 | WMB Williams Companies, Inc. (The) | Sell | -448,275-5.4% |
Q2 2021Jun 30, 2021 | LUMN Lumen Technologies, Inc. | Sell | -456,287-0.7% |
Q2 2021Jun 30, 2021 | BIIB Biogen Inc. | Sell - Position Exit | -603,890-100.0% |
Q2 2021Jun 30, 2021 | CNX CNX Resources Corporation | Sell | -1,374,528-4.7% |
Q1 2021Mar 31, 2021 | LUMN Lumen Technologies, Inc. | Buy - Position Entry | +62,113,933 |
Q1 2021Mar 31, 2021 | YY JOYY Inc. | Buy - Position Entry | +626,472 |
Q1 2021Mar 31, 2021 | BIIB Biogen Inc. | Buy - Position Entry | +603,890 |
Q1 2021Mar 31, 2021 | BABA Alibaba Group Holding Limited | Buy - Position Entry | +357,571 |
Q1 2021Mar 31, 2021 | EG Everest Group | Sell | -2,335-0.6% |
Q1 2021Mar 31, 2021 | GHC Graham Holdings Company | Sell | -13,864-6.2% |
Q1 2021Mar 31, 2021 | FDX FedEx Corporation | Sell | -39,053-4.4% |
Q1 2021Mar 31, 2021 | DEI Douglas Emmett, Inc. | Sell | -142,898-3.5% |
Q1 2021Mar 31, 2021 | BIDU Baidu, Inc. | Sell | -154,041-16.9% |
Q1 2021Mar 31, 2021 | CMCSA Comcast Corporation | Sell | -199,618-4.1% |
Q1 2021Mar 31, 2021 | CNH CNH Industrial | Sell | -325,369-10.9% |
Q1 2021Mar 31, 2021 | AMG Affiliated Managers Group, Inc. | Sell | -346,782-21.4% |
Q1 2021Mar 31, 2021 | H Hyatt Hotels Corporation | Sell | -699,399-17.0% |
Q1 2021Mar 31, 2021 | WMB Williams Companies, Inc. (The) | Sell | -815,957-9.0% |
Q1 2021Mar 31, 2021 | TCOM Trip.com Group Limited | Sell - Position Exit | -1,250,835-100.0% |
Q1 2021Mar 31, 2021 | MAT Mattel, Inc. | Sell | -1,269,939-7.3% |