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 |
|---|---|---|---|
Q1 2019Mar 31, 2019 | HOUS Anywhere Real Estate Inc. | Buy | +803,203+8.4% |
Q1 2019Mar 31, 2019 | FDX FedEx Corporation | Buy | +274,350+10.4% |
Q1 2019Mar 31, 2019 | BIDU Baidu, Inc. | Buy | +250,772+44.8% |
Q1 2019Mar 31, 2019 | TV Grupo Televisa S.A.B. | Buy | +16,786+91.6% |
Q1 2019Mar 31, 2019 | GOOG Alphabet Inc. | Sell | -46,713-13.2% |
Q1 2019Mar 31, 2019 | MLCO Melco Resorts & Entertainment L | Sell - Position Exit | -51,444-100.0% |
Q1 2019Mar 31, 2019 | SOI | Sell | -127,674-78.4% |
Q1 2019Mar 31, 2019 | GHC Graham Holdings Company | Sell | -137,208-21.1% |
Q1 2019Mar 31, 2019 | AMG Affiliated Managers Group, Inc. | Sell | -147,811-8.0% |
Q1 2019Mar 31, 2019 | WYNN Wynn Resorts, Limited | Sell | -205,033-12.1% |
Q1 2019Mar 31, 2019 | CMCSA Comcast Corporation | Sell | -487,685-5.8% |
Q1 2019Mar 31, 2019 | VSAT ViaSat, Inc. | Sell | -1,310,204-39.8% |
Q1 2019Mar 31, 2019 | CNH CNH Industrial | Sell | -1,533,045-14.5% |
Q1 2019Mar 31, 2019 | PK Park Hotels & Resorts Inc. | Sell | -1,538,658-11.1% |
Q1 2019Mar 31, 2019 | FWONK Liberty Media Corp Formula One Group | Sell | -1,841,438-39.9% |
Q1 2019Mar 31, 2019 | CNX CNX Resources Corporation | Sell | -1,973,538-4.0% |
Q1 2019Mar 31, 2019 | VIPS Vipshop Holdings Limited | Sell - Position Exit | -2,652,306-100.0% |
Q1 2019Mar 31, 2019 | MAT Mattel, Inc. | Sell | -4,011,876-10.1% |
Q1 2019Mar 31, 2019 | YUMC Yum China Holdings, Inc. | Sell | -4,263,777-80.8% |
Q4 2018Dec 31, 2018 | PCH PotlatchDeltic Corporation - Co | Buy - Position Entry | +4,629,363 |
Q4 2018Dec 31, 2018 | SUM Summit Materials, Inc. | Buy | +3,569,214+38.6% |
Q4 2018Dec 31, 2018 | YUMC Yum China Holdings, Inc. | Buy | +3,277,804+163.9% |
Q4 2018Dec 31, 2018 | MAT Mattel, Inc. | Buy | +2,798,782+7.6% |
Q4 2018Dec 31, 2018 | WYNN Wynn Resorts, Limited | Buy - Position Entry | +1,695,887 |
Q4 2018Dec 31, 2018 | AMG Affiliated Managers Group, Inc. | Buy | +664,810+56.6% |
Q4 2018Dec 31, 2018 | VIPS Vipshop Holdings Limited | Buy | +549,972+26.2% |
Q4 2018Dec 31, 2018 | FDX FedEx Corporation | Buy | +91,549+3.6% |
Q4 2018Dec 31, 2018 | BIDU Baidu, Inc. | Buy | +72,565+14.9% |
Q4 2018Dec 31, 2018 | MLCO Melco Resorts & Entertainment L | Buy - Position Entry | +51,444 |
Q4 2018Dec 31, 2018 | TV Grupo Televisa S.A.B. | Buy - Position Entry | +18,330 |