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This page shows the Portfolio Holdings of Mason Hawkins at Southeasten Asset. It tells us what Mason Hawkins holds in different sectors/industries and the percentage of each holdings in his portfolio. Also please click on the industry to see the details of weightings in different sectors and industries.
|Ticker||Company||Industry||Shares||Value ($1000)|| % Weighting as of|
| Share # Change|
from Last Period
|Trade Impact (%)||% of Shares Outstanding|
|LVLT||Level 3 Communications Inc||Communication Services||54,735,045||2,702,820||15.5%||+20.47%||+2.63%||16.29|
|BEN||Franklin Resources Inc||Asset Management||8,755,386||484,786||2.8%||+333.42%||+2.15%||1.41|
|CNX||Consol Energy Inc||Oil & Gas - E&P||32,758,559||1,107,570||6.4%||+46.66%||+2.04%||14.23|
|SNI||Scripps Networks Interactive Inc||Entertainment||12,675,845||954,110||5.5%||+49.82%||+1.83%||9.25|
|CHK||Chesapeake Energy Corp||Oil & Gas - E&P||73,868,067||1,445,600||8.3%||+17.62%||+1.24%||11.11|
|CRC||California Resources Corp||Oil & Gas - E&P||33,481,500||184,483||1.1%||New Buy||+1.1%||8.70|
|MUR||Murphy Oil Corp||Oil & Gas - E&P||16,623,513||839,820||4.8%||+17.52%||+0.72%||9.37|
|CHMT||Chemtura Corp||Chemicals||4,120,519||101,901||0.59%||New Buy||+0.59%||4.69|
|DWA||Dreamworks Animation SKG Inc||Entertainment||9,461,377||211,272||1.2%||+95.19%||+0.59%||11.10|
|CNHI||CNH Industrial NV||Farm & Construction Machinery||37,977,686||306,100||1.8%||+30.73%||+0.42%||2.80|
|GHC||Graham Holdings Co||Education||734,869||634,714||3.7%||+5.45%||+0.19%||12.69|
|VSAT||Viasat Inc||Communication Equipment||3,481,237||219,423||1.3%||+12.31%||+0.14%||7.42|
|DEL||Deltic Timber Corp||Forest Products||289,380||19,794||0.11%||+37.35%||+0.03%||2.30|
|MPEL||Melco Crown Entertainment Ltd||Travel & Leisure||68,900||1,750||0.01%||New Buy||+0.01%||0.01|
|RYN||Rayonier Inc||Forest Products||7,774,721||217,226||1.2%||+0.62%||+0.01%||6.13|
|BRK.A||Berkshire Hathaway Inc||Insurance||0||0||Sold Out||-0.0079%||0.00|
|PHG||Royal Philips NV||Computer Hardware||18,289,110||530,384||3.1%||-1.07%||-0.03%||1.99|
|RE||Everest Re Group Ltd||Insurance - Specialty||3,564,755||607,078||3.5%||-1.19%||-0.04%||7.88|
|MTN||Vail Resorts Inc||Travel & Leisure||2,390,787||217,873||1.3%||-6.29%||-0.08%||6.58|
|Portfolio changes after 2014-12-31 are included for Premium Members only!|
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