Mason Hawkins

Mason Hawkins

Last Update: 05-15-2018

Number of Stocks: 28
Number of New Stocks: 3

Total Value: $8,136 Mil
Q/Q Turnover: 17%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Mason Hawkins Latest Trades these stocks:

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)


View:
TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
CMCSA Comcast Corp 2018-03-31 Buy 6.17%$32.99 - $42.99
($38.79)
$ 32.58-16%New holding14,690,426
WYNN Wynn Resorts Ltd 2018-03-31 Sold Out -5.34%$162 - $200.6
($172.85)
$ 175.091%Sold Out0
PK Park Hotels & Resorts Inc 2018-03-31 Add4.55%USD 24.42 - USD 29.8
(USD 27.57)
USD 30.8712%Add 179.66%21,332,551
GE General Electric Co 2018-03-31 Add3.45%$12.89 - $19.02
($15.54)
$ 13.20-15%Add 184.10%32,161,589
FDX FedEx Corp 2018-03-31 Reduce-1.88%$229.48 - $274.32
($252.93)
$ 263.674%Reduce -18.28%2,712,948
YUMC Yum China Holdings Inc 2018-03-31 Sold Out -1.72%$39.8 - $48.18
($43)
$ 40.74-5%Sold Out0
AGN Allergan PLC 2018-03-31 Add1.7%$144.02 - $188.15
($167.73)
$ 171.722%Add 35.77%3,119,124
CHK Chesapeake Energy Corp 2018-03-31 Sold Out -1.62%$2.63 - $4.28
($3.37)
$ 4.7441%Sold Out0
UTX United Technologies Corp 2018-03-31 Reduce-0.74%$122.31 - $138.32
($131.23)
$ 127.49-3%Reduce -10.85%3,849,483
GOOG Alphabet Inc 2018-03-31 Reduce-0.69%$1001.52 - $1175.84
($1103.99)
$ 1173.466%Reduce -9.68%498,072
TV Grupo Televisa SAB 2018-03-31 Add0.47%$14.56 - $21.04
($18.29)
$ 17.86-2%Add 11293.32%2,370,609
RLGY Realogy Holdings Corp 2018-03-31 Add0.37%$23.97 - $27.75
($26.24)
$ 24.07-8%Add 20.00%6,531,843
CNX CNX Resources Corp 2018-03-31 Add0.29%$11.7 - $17.9
($14.93)
$ 16.7912%Add 3.09%51,405,677
CNHI CNH Industrial NV 2018-03-31 Reduce-0.28%$12.18 - $15.5
($13.89)
$ 11.27-19%Reduce -14.14%10,242,715
CEIX CONSOL Energy Inc 2018-03-31 Reduce-0.24%USD 27.45 - USD 38.44
(USD 32.23)
USD 41.8530%Reduce -7.99%5,581,612
MLCO Melco Resorts and Entertainment Ltd 2018-03-31 Sold Out -0.22%$26.35 - $30.06
($28.01)
$ 29.756%Sold Out0
BEL Belmond Ltd 2018-03-31 Add0.21%$11.15 - $13.1
($12.29)
$ 12.05-2%Add 30.92%6,355,310
VSAT Viasat Inc 2018-03-31 Reduce-0.21%$65.72 - $80.18
($72.93)
$ 64.50-12%Reduce -4.09%5,184,282
MAT Mattel Inc 2018-03-31 Reduce-0.19%$12.8 - $17.76
($15.59)
$ 17.7814%Reduce -2.62%37,266,607
SOI Solaris Oilfield Infrastructure Inc 2018-03-31 Buy 0.08%$15.98 - $23.46
($18.82)
$ 14.93-21%New holding375,000
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*The price and date might not be the actual time and price at which the transactions were made. In the case of institutional owners, the date is stated as the last day of their fiscal quarter. The prices are estimates if no accurate information available. Foreign holdings may not be included.
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Mason Hawkins's Profile:

Mason Hawkins has been Chairman and Chief Executive Officer Southeastern Asset Management since 1975, and he and his partners manage the Longleaf Partners Funds. Mr. Hawkins attended the University of Florida where he earned a B.A. in Finance, and the University of Georgia where he earned an M.B.A. in Finance.



Mason Hawkins's Performance:

Average Annual Return of Longleaf Partners Fund
5 Yrs 10 Yrs Since Inception
9.4% 4.7% 11.4%
» More Profile & Performance

Mason Hawkins's Current Portfolio:

Ticker Shares Value ($1000)
CTL71,556,1021,175,667
CNX51,405,677793,189
FDX2,712,948651,406
PK21,332,551576,406
AGN3,119,124524,917
GOOG498,072513,906
CMCSA14,690,426501,972
MAT37,266,607490,056
UTX3,849,483484,342
GE32,161,589433,538
» More Current Portfolio

Mason Hawkins's Sector Weightings:


SectorsSector Weightings (%)
Technology 22.6% 22.6%
Communication Services 20.6% 20.6%
Real Estate 16.1% 16.1%
Consumer Cyclical 11.5% 11.5%
Energy 9.8% 9.8%
Healthcare 6.4% 6.4%
Consumer Defensive 5.2% 5.2%
Basic Materials 2% 2%
Financial Services 0.7% 0.7%
Industrials 0.1% 0.1%
» More Sector Weightings

Mason Hawkins's News:

» More Related News


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