Mason Hawkins

Mason Hawkins

Last Update: 11-16-2017

Number of Stocks: 28
Number of New Stocks: 2

Total Value: $8,317 Mil
Q/Q Turnover: 5%

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
Impact Price Range
(Average)*
Current Price Change from Averagedown Comment Current Shares
MLCO Melco Resorts and Entertainment Ltd 2017-09-30 Reduce-0.01%$19.91 - $23.85
($21.68)
$ 26.3121%Reduce -5.00%867,348
SOI Solaris Oilfield Infrastructure Inc 2017-09-30 Buy 0.05%$11.38 - $17.5
($13.66)
$ 16.4921%New holding222,500
TROW T. Rowe Price Group Inc 2017-09-30 Reduce-0.17%$74.23 - $90.13
($82.46)
$ 97.7319%Reduce -5.52%3,682,099
VSAT Viasat Inc 2017-09-30 Add0.45%$59.12 - $67.68
($63.22)
$ 74.4418%Add 10.94%5,841,756
WYNN Wynn Resorts Ltd 2017-09-30 Reduce-2.37%$125.63 - $147.01
($136.06)
$ 158.5717%Reduce -23.90%5,117,262
BIDU Baidu Inc 2017-09-30 Reduce-0.02%$179.97 - $247.69
($217.77)
$ 244.3012%Reduce -2.85%426,214
CNHI CNH Industrial NV 2017-09-30 Reduce-0.55%$10.96 - $12.01
($11.57)
$ 12.9612%Reduce -22.10%15,498,008
YUMC Yum China Holdings Inc 2017-09-30 Reduce-0.14%$34.95 - $40.27
($37.29)
$ 41.6812%Reduce -6.35%4,797,385
GOOG Alphabet Inc 2017-09-30 Reduce-0.45%$898.7 - $980.34
($930.63)
$ 1034.4911%Reduce -5.82%722,664
PK Park Hotels & Resorts Inc 2017-09-30 Add1.43%$25.84 - $27.82
($26.76)
$ 29.149%Add 105.39%8,419,753
FWONK Liberty Formula One Group 2017-09-30 Reduce-0.16%$33.52 - $39.31
($36.13)
$ 38.848%Reduce -7.94%4,726,933
CNX Consol Energy Inc 2017-09-30 Reduce-0.4%$14.07 - $16.97
($15.38)
$ 16.276%Reduce -4.83%48,458,974
MAT Mattel Inc 2017-09-30 Buy 2.06%$14.52 - $21.63
($17.96)
$ 18.533%New holding11,092,519
FDX FedEx Corp 2017-09-30 Reduce-1.9%$203.55 - $225.58
($213.01)
$ 217.322%Reduce -16.89%3,917,985
DD E.I. du Pont de Nemours & Co 2017-09-30 Sold Out -0.27%$80.81 - $85.49
($82.78)
$ 83.931%Sold Out0
UTX United Technologies Corp 2017-09-30 Reduce-0.45%$109.55 - $123.71
($117.64)
$ 117.04-1%Reduce -6.50%4,856,874
SNI Scripps Networks Interactive Inc 2017-09-30 Sold Out -5.3%$67.02 - $88.05
($82.03)
$ 80.10-2%Sold Out0
GHC Graham Holdings Co 2017-09-30 Reduce-0.16%$562.8 - $601.8
($584.57)
$ 568.65-3%Reduce -3.10%742,672
BEL Belmond Ltd 2017-09-30 Add0.38%$12.25 - $13.75
($12.84)
$ 12.45-3%Add 217.99%3,436,651
LVLT Level 3 Communications Inc 2017-09-30 Add0.38%$52.45 - $59.54
($55.82)
$ 53.63-4%Add 2.17%27,783,714
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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
9.6% 3.2% 11.2%
» More Profile & Performance

Mason Hawkins's Current Portfolio:

Ticker Shares Value ($1000)
LVLT27,783,7141,480,594
FDX3,917,985883,820
CNX48,458,974820,895
WYNN5,117,262762,062
GOOG722,664693,114
UTX4,856,874563,785
GHC742,672434,538
VSAT5,841,756375,742
TROW3,682,099333,782
PK8,419,753232,048
» More Current Portfolio

Mason Hawkins's Sector Weightings:


SectorsSector Weightings (%)
Consumer Cyclical 29.8% 29.8%
Technology 21.6% 21.6%
Communication Services 17.8% 17.8%
Energy 12.1% 12.1%
Consumer Defensive 5.2% 5.2%
Financial Services 5.1% 5.1%
Basic Materials 1.9% 1.9%
Industrials 0.1% 0.1%
» More Sector Weightings

Mason Hawkins's News:

» More Related News


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