Mason Hawkins

Mason Hawkins

Last Update: 08-14-2018

Number of Stocks: 29
Number of New Stocks: 2

Total Value: $8,947 Mil
Q/Q Turnover: 6%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Plans start from as little as $449/year. 7-Day FREE TRIAL

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
FCE.A Forest City Realty Trust Inc 2018-06-30 Buy 2.13%$19.57 - $23.07
($20.51)
$ 25.0522%New holding8,346,504
CMCSA Comcast Corp 2018-06-30 Add1.47%$30.59 - $34.6
($32.61)
$ 35.609%Add 27.34%18,706,708
FWONA Liberty Formula One Group 2018-06-30 Add0.7%$27.97 - $35.31
($30.13)
$ 33.1010%Add 320.37%2,343,015
VSAT Viasat Inc 2018-06-30 Reduce-0.69%$61.78 - $67.04
($63.8)
$ 63.880%Reduce -16.56%4,325,897
CEIX CONSOL Energy Inc 2018-06-30 Reduce-0.6%$28.5 - $47.35
($38.48)
$ 42.7111%Reduce -30.13%3,899,815
CNHI CNH Industrial NV 2018-06-30 Add0.4%$10.45 - $12.88
($11.92)
$ 11.60-3%Add 33.39%13,662,791
PK Park Hotels & Resorts Inc 2018-06-30 Reduce-0.39%$26.18 - $32.43
($29.82)
$ 32.9110%Reduce -5.47%20,166,564
GE General Electric Co 2018-06-30 Add0.35%$12.75 - $15.29
($13.92)
$ 12.30-12%Add 7.17%34,466,958
UTX United Technologies Corp 2018-06-30 Reduce-0.33%$117.7 - $128.17
($124.42)
$ 134.448%Reduce -5.52%3,636,823
GOOG Alphabet Inc 2018-06-30 Reduce-0.31%$1006.47 - $1173.46
($1080.62)
$ 1200.9611%Reduce -4.85%473,894
RLGY Realogy Holdings Corp 2018-06-30 Add0.3%$22.73 - $27.65
($24.91)
$ 21.24-15%Add 17.76%7,692,110
AGN Allergan PLC 2018-06-30 Reduce-0.27%$143.8 - $175.19
($160.7)
$ 185.6015%Reduce -4.16%2,989,405
BEL Belmond Ltd 2018-06-30 Add0.2%$10.4 - $12.25
($11.42)
$ 16.0541%Add 24.71%7,925,405
CNX CNX Resources Corp 2018-06-30 Reduce-0.16%$14.3 - $17.78
($16.04)
$ 15.19-5%Reduce -1.63%50,568,963
FDX FedEx Corp 2018-06-30 Reduce-0.15%USD 226.67 - USD 265.53
(USD 247.69)
USD 246.94-0%Reduce -1.92%2,660,842
CTL CenturyLink Inc 2018-06-30 Reduce-0.13%$16.29 - $19.6
($18.16)
$ 23.4829%Reduce -0.93%70,890,265
GLIBA GCI Liberty Inc 2018-06-30 Buy 0.09%$41.55 - $52.69
($46.17)
$ 47.583%New holding176,038
VIPS Vipshop Holdings Ltd 2018-06-30 Add0.08%$10.7 - $17.03
($13.72)
$ 7.15-48%Add 74.25%1,533,876
MAT Mattel Inc 2018-06-30 Reduce-0.05%$12.96 - $17.92
($15.17)
$ 15.311%Reduce -0.79%36,972,607
TV Grupo Televisa SAB 2018-06-30 Reduce-0.04%$16.07 - $18.95
($17.7)
$ 18.183%Reduce -8.05%2,179,804
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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)
CTL70,890,2651,321,394
CNX50,568,963899,116
PK20,166,564617,702
CMCSA18,706,708613,768
MAT36,972,607607,090
FDX2,660,842604,171
GOOG473,894528,700
AGN2,989,405498,393
GE34,466,958469,096
UTX3,636,823454,712
» More Current Portfolio

Mason Hawkins's Sector Weightings:


SectorsSector Weightings (%)
Communication Services 21.7% 21.7%
Technology 20.6% 20.6%
Consumer Cyclical 13.8% 13.8%
Real Estate 11% 11%
Energy 10.1% 10.1%
Healthcare 5.6% 5.6%
Basic Materials 5.4% 5.4%
Consumer Defensive 4.6% 4.6%
Financial Services 0.6% 0.6%
Industrials 0.1% 0.1%
» More Sector Weightings

Mason Hawkins's News:

» More Related News


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