Mason Hawkins

Mason Hawkins

Last Update: 02-14-2018

Number of Stocks: 31
Number of New Stocks: 6

Total Value: $8,077 Mil
Q/Q Turnover: 29%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
Please Subscribe to see portfolio changes after 2017-12-31.

Plans start from as little as $399/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
CTL CenturyLink Inc 2017-12-31 Buy 14.76%$13.62 - $20.35
($16.99)
$ 18.9311%New holding71,486,921
MAT Mattel Inc 2017-12-31 Add5.18%$13.04 - $18.81
($15.86)
$ 16.554%Add 244.99%38,268,158
AGN Allergan PLC 2017-12-31 Buy 4.65%$163.58 - $210.98
($179.54)
$ 164.04-9%New holding2,297,386
WYNN Wynn Resorts Ltd 2017-12-31 Reduce-4.58%$140.76 - $170.21
($154.16)
$ 164.287%Reduce -50.02%2,557,767
TROW T. Rowe Price Group Inc 2017-12-31 Reduce-3.99%$90.68 - $105.36
($97.44)
$ 110.4913%Reduce -99.51%17,945
GE General Electric Co 2017-12-31 Buy 2.45%$17.36 - $24.8
($19.95)
$ 15.05-25%New holding11,320,435
GOOG Alphabet Inc 2017-12-31 Reduce-1.97%$951.68 - $1077.14
($1017.86)
$ 1094.808%Reduce -23.69%551,465
DEL Deltic Timber Corp 2017-12-31 Sold Out -1.94%$88.01 - $95
($91.55)
$ 98.458%Sold Out0
RLGY Realogy Holdings Corp 2017-12-31 Buy 1.79%$26.06 - $34.06
($29.01)
$ 26.11-10%New holding5,443,055
FDX FedEx Corp 2017-12-31 Reduce-1.62%$214.45 - $251.07
($228.63)
$ 244.197%Reduce -15.27%3,319,736
UTX United Technologies Corp 2017-12-31 Reduce-0.75%$116.38 - $128.12
($120.63)
$ 129.267%Reduce -11.09%4,318,133
YUMC Yum China Holdings Inc 2017-12-31 Reduce-0.64%$39.55 - $42.99
($41.14)
$ 40.44-2%Reduce -27.66%3,470,444
CNHI CNH Industrial NV 2017-12-31 Reduce-0.52%$11.87 - $13.6
($12.7)
$ 14.2812%Reduce -23.03%11,929,197
CHK Chesapeake Energy Corp 2017-12-31 Reduce-0.51%$3.51 - $4.35
($3.89)
$ 2.73-30%Reduce -22.89%33,090,194
GHC Graham Holdings Co 2017-12-31 Reduce-0.39%$542.8 - $592.75
($566.08)
$ 599.856%Reduce -7.43%687,482
VSAT Viasat Inc 2017-12-31 Reduce-0.34%$64.11 - $74.89
($69.19)
$ 72.104%Reduce -7.47%5,405,625
PK Park Hotels & Resorts Inc 2017-12-31 Reduce-0.26%$27.19 - $29.42
($28.61)
$ 27.18-5%Reduce -9.40%7,627,959
CNX CNX Resources Corp 2017-12-31 Add0.25%$12.84 - $15.13
($13.82)
$ 14.767%Add 2.90%49,863,263
BEN Franklin Resources Inc 2017-12-31 Reduce-0.24%$40.45 - $45.07
($43.31)
$ 39.10-10%Reduce -21.64%1,590,028
BEL Belmond Ltd 2017-12-31 Add0.22%$11.8 - $14.05
($12.81)
$ 12.40-3%Add 41.25%4,854,230
Premium Real Time Picks are included for Premium Members only!!
*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.
More than 500,000 people have already joined GuruFocus to track the stocks they follow and exchange investment ideas.

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
9.6% 3.2% 11.2%
» More Profile & Performance

Mason Hawkins's Current Portfolio:

Ticker Shares Value ($1000)
CTL71,486,9211,192,401
FDX3,319,736828,407
CNX49,863,263729,499
MAT38,268,158588,564
GOOG551,465577,053
UTX4,318,133550,864
WYNN2,557,767431,214
VSAT5,405,625404,611
GHC687,482383,856
AGN2,297,386375,806
» More Current Portfolio

Mason Hawkins's Sector Weightings:


SectorsSector Weightings (%)
Technology 23.4% 23.4%
Consumer Cyclical 19.9% 19.9%
Communication Services 14.8% 14.8%
Energy 10.6% 10.6%
Consumer Defensive 4.8% 4.8%
Healthcare 4.7% 4.7%
Real Estate 4.5% 4.5%
Basic Materials 3% 3%
Financial Services 0.9% 0.9%
Industrials 0% 0%
» More Sector Weightings

Mason Hawkins's News:

» More Related News


Add Notes, Comments

If you want to ask a question or report a bug, please create a support ticket.
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)

GF Chat

{{numOfNotice}}