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Mason Hawkins: We bought new positions both in the U.S. and abroad; Dell, broadcast and entertainment stocks

February 13, 2006 | About:

Cash levels in Mason Hawkinss funds have come down significantly, which started the year 2005 approaching 30% cash and hold less than 8% each today. "Beginning in the summer and continuing through year-end, we bought new positions both in the U.S. and abroad. These investments came our way thanks to a combination of out-of-favor industries, strong earnings met by stagnant stock prices, and disappointments at specific companies." He likes Dell, and other broadcast and entertainment stocks.



http://www.longleafpartners.com/pdfs/05_q4.pdf


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