Mason Hawkins - Longleaf Partners Portfolio

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

Longleaf Partners Portfolio Allocation

SectorPercentage of portfolio (%)
Consumer Cyclical
19.28%
Consumer Defensive
15.98%
Energy
12.71%
Healthcare
9.74%
Communication Services
8.62%
Financial Services
6.51%
Industrials
5.26%
Technology
5.17%
Real Estate
4.80%