Renowed value investor Mason Hawkins, the manager of Longleaf family of funds, measures his portfolios with price to value ratio. He invests more than $34 billion into just 45 stocks. These are his buys and sells during the second quarter of 2007.
Mason Hawkins buys Washington Post Co. during the 3-months ended 06/30/2007, according to the most recent filings of his investment company, Southeastern Asset Management. Mason Hawkins owns 45 stocks with a total value of $34 billion. These are the details of the buys and sells.
New Purchases: WPO,
Added Positions: EBAY, LVLT,
Reduced Positions: DCM, PAS,
Sold Out:
Added: Level 3 Communications Inc. (LVLT, Financial)
Mason Hawkins added to his holdings in Fixed Line Telecom company Level 3 Communications Inc. by 23.16%. His purchase prices were between $5.34 and $6.13, with an estimated average price of $5.8. The impact to his portfolio due to this purchase was 1.21%. His holdings were 373,303,403 shares as of 06/30/2007.
Level 3 Communications, Inc. engages in the communications business primarily in North America and Europe. It offers switched services, including long distance origination, transport, and termination services; services that terminate toll free calls. Level 3 Communications Inc. has a market cap of $8.09 billion, its shares were traded at around $5.41 with .
Added: Ebay Inc. (EBAY, Financial)
Mason Hawkins added to his holdings in Specialized Consumer Services company Ebay Inc. by 102.26%. His purchase prices were between $31.42 and $34.78, with an estimated average price of $33. The impact to his portfolio due to this purchase was 0.7%. His holdings were 14,513,508 shares as of 06/30/2007.
eBay, Inc., through its subsidiaries, provides online marketplaces for the sale of goods and services, online payments services, and online communication offerings to a diverse community of individuals and businesses in the United States and international. eBay Inc. has a market cap of $48.27 billion, its shares were traded at around $36 with with P/E ratio of 35.96 and P/S ratio of 7.22.
New Purchase: Washington Post Co. (WPO, Financial)
Mason Hawkins initiated holdings in Publishing company Washington Post Co.. His purchase prices were between $742.25 and $773.37, with an estimated average price of $760.1. The impact to his portfolio due to this purchase was 0.36%. His holdings were 159,613 shares as of 06/30/2007.
The Washington Post Company, together with its subsidiaries, operates as a diversified media and education company in the United States and internationally. Washington Post Co. has a market cap of $7.53 billion, its shares were traded at around $792.75 with with P/E ratio of 25.19 and P/S ratio of 1.87.
Reduced: PepsiAmericas Inc. (PAS, Financial)
Mason Hawkins reduced to his holdings in Soft Drinks company Pepsiamericas Inc. by 43.32%. His sale prices were between $22.46 and $24.55, with an estimated average price of $23.9. The impact to his portfolio due to this sale was 0.17%. Mason Hawkins still held 3,255,800 shares as of 06/30/2007.
PepsiAmericas, Inc. manufactures, distributes, and markets beverage products in the United States, central Europe, and the Caribbean. The company offers beverage products, and fountain syrup and equipment service under various brand names. PepsiAmericas Inc. has a market cap of $3.65 billion, its shares were traded at around $27.19 with with P/E ratio of 20.45 and P/S ratio of 0.83.
Reduced: NTT Docomo Inc. (DCM, Financial)
Mason Hawkins reduced to his holdings in Mobile Telecom company Ntt Docomo Inc. by 46.3%. His sale prices were between $15.73 and $18.62, with an estimated average price of $17. The impact to his portfolio due to this sale was 0.03%. Mason Hawkins still held 803,500 shares as of 06/30/2007.
NTT DoCoMo, Inc. provides wireless telecommunications services in Japan. It offers a range of high-mobility telecommunications services, such as third generation (3G) and second generation (2G) cellular services, Personal Handyphone System services etc. NTT DoCoMo Inc. has a market cap of $61.12 billion, its shares were traded at around $14.4 with with P/E ratio of 17.57 and P/S ratio of 1.56.
Mason Hawkins buys Washington Post Co. during the 3-months ended 06/30/2007, according to the most recent filings of his investment company, Southeastern Asset Management. Mason Hawkins owns 45 stocks with a total value of $34 billion. These are the details of the buys and sells.
New Purchases: WPO,
Added Positions: EBAY, LVLT,
Reduced Positions: DCM, PAS,
Sold Out:
Added: Level 3 Communications Inc. (LVLT, Financial)
Mason Hawkins added to his holdings in Fixed Line Telecom company Level 3 Communications Inc. by 23.16%. His purchase prices were between $5.34 and $6.13, with an estimated average price of $5.8. The impact to his portfolio due to this purchase was 1.21%. His holdings were 373,303,403 shares as of 06/30/2007.
Level 3 Communications, Inc. engages in the communications business primarily in North America and Europe. It offers switched services, including long distance origination, transport, and termination services; services that terminate toll free calls. Level 3 Communications Inc. has a market cap of $8.09 billion, its shares were traded at around $5.41 with .
Added: Ebay Inc. (EBAY, Financial)
Mason Hawkins added to his holdings in Specialized Consumer Services company Ebay Inc. by 102.26%. His purchase prices were between $31.42 and $34.78, with an estimated average price of $33. The impact to his portfolio due to this purchase was 0.7%. His holdings were 14,513,508 shares as of 06/30/2007.
eBay, Inc., through its subsidiaries, provides online marketplaces for the sale of goods and services, online payments services, and online communication offerings to a diverse community of individuals and businesses in the United States and international. eBay Inc. has a market cap of $48.27 billion, its shares were traded at around $36 with with P/E ratio of 35.96 and P/S ratio of 7.22.
New Purchase: Washington Post Co. (WPO, Financial)
Mason Hawkins initiated holdings in Publishing company Washington Post Co.. His purchase prices were between $742.25 and $773.37, with an estimated average price of $760.1. The impact to his portfolio due to this purchase was 0.36%. His holdings were 159,613 shares as of 06/30/2007.
The Washington Post Company, together with its subsidiaries, operates as a diversified media and education company in the United States and internationally. Washington Post Co. has a market cap of $7.53 billion, its shares were traded at around $792.75 with with P/E ratio of 25.19 and P/S ratio of 1.87.
Reduced: PepsiAmericas Inc. (PAS, Financial)
Mason Hawkins reduced to his holdings in Soft Drinks company Pepsiamericas Inc. by 43.32%. His sale prices were between $22.46 and $24.55, with an estimated average price of $23.9. The impact to his portfolio due to this sale was 0.17%. Mason Hawkins still held 3,255,800 shares as of 06/30/2007.
PepsiAmericas, Inc. manufactures, distributes, and markets beverage products in the United States, central Europe, and the Caribbean. The company offers beverage products, and fountain syrup and equipment service under various brand names. PepsiAmericas Inc. has a market cap of $3.65 billion, its shares were traded at around $27.19 with with P/E ratio of 20.45 and P/S ratio of 0.83.
Reduced: NTT Docomo Inc. (DCM, Financial)
Mason Hawkins reduced to his holdings in Mobile Telecom company Ntt Docomo Inc. by 46.3%. His sale prices were between $15.73 and $18.62, with an estimated average price of $17. The impact to his portfolio due to this sale was 0.03%. Mason Hawkins still held 803,500 shares as of 06/30/2007.
NTT DoCoMo, Inc. provides wireless telecommunications services in Japan. It offers a range of high-mobility telecommunications services, such as third generation (3G) and second generation (2G) cellular services, Personal Handyphone System services etc. NTT DoCoMo Inc. has a market cap of $61.12 billion, its shares were traded at around $14.4 with with P/E ratio of 17.57 and P/S ratio of 1.56.
