Mason Hawkins - Longleaf Partners Portfolio

Period Date  Mar 31, 2025
Filing Date  May 15, 2025
Total Stocks  43
Portfolio Value  $1.88B

Portfolio Overview

Comprehensive analysis of Mason Hawkins's investment portfolio

38
Total Holdings
$1.9B
Portfolio Value
Mar 31, 2025
Latest Filing
8.0%
Largest Position

Top Holdings

1
CNX
CNX RES CORP
$150.7M
8.0%
+0.1%
2
MAT
MATTEL INC
$132.9M
7.1%
-0.1%
3
IAC
IAC INC
$112.8M
6.0%
-0.1%
4
ACI
ALBERTSONS COS INC
$111.4M
5.9%
-0.1%
5
FIS
FIDELITY NATL INFORMATION SV
$96.9M
5.2%
-0.1%

Recent Activity

MSGS
Madison Square Garden Sports Co
-4,028
Jun 30, 2025
GOOG
Alphabet Inc.
-6,527
Jun 30, 2025
LYV
Live Nation Entertainment, Inc.
-14,086
Jun 30, 2025