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:
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Mason Hawkins Bought 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)
$ 17.986%New holding71,486,921
MAT Mattel Inc 2017-12-31 Add5.18%$13.04 - $18.81
($15.86)
$ 16.645%Add 244.99%38,268,158
AGN Allergan PLC 2017-12-31 Buy 4.65%$163.58 - $210.98
($179.54)
$ 159.40-11%New holding2,297,386
GE General Electric Co 2017-12-31 Buy 2.45%$17.36 - $24.8
($19.95)
$ 14.62-27%New holding11,320,435
RLGY Realogy Holdings Corp 2017-12-31 Buy 1.79%USD 26.06 - USD 34.06
(USD 29.01)
USD 23.97-17%New holding5,443,055
CNX CNX Resources Corp 2017-12-31 Add0.25%$12.84 - $15.13
($13.82)
$ 14.545%Add 2.90%49,863,263
BEL Belmond Ltd 2017-12-31 Add0.22%$11.8 - $14.05
($12.81)
$ 12.35-4%Add 41.25%4,854,230
CBPO China Biologic Products Holdings Inc 2017-12-31 Buy $74.41 - $99.91
($83.13)
$ 83.721%New holding3,645
CEIX CONSOL Energy Inc 2017-12-31 Add
(USD 26.44)
USD 32.7324%Add 0.14%6,066,147
TV Grupo Televisa SAB 2017-12-31 Buy USD 17.52 - USD 24.64
(USD 20.73)
USD 18.48-11%New holding20,807
VIPS Vipshop Holdings Ltd 2017-12-31 AddUSD 7.87 - USD 12.21
(USD 8.86)
USD 18.35107%Add 0.90%1,324,686
MAT Mattel Inc 2017-09-30 Buy 2.06%$14.52 - $21.63
($17.96)
$ 16.64-7%New holding11,092,519
PK Park Hotels & Resorts Inc 2017-09-30 Add1.43%$25.84 - $27.82
($26.76)
$ 26.10-2%Add 105.39%8,419,753
VSAT Viasat Inc 2017-09-30 Add0.45%$59.12 - $67.68
($63.22)
$ 70.0611%Add 10.94%5,841,756
BEL Belmond Ltd 2017-09-30 Add0.38%$12.25 - $13.75
($12.84)
$ 12.35-4%Add 217.99%3,436,651
SOI Solaris Oilfield Infrastructure Inc 2017-09-30 Buy 0.05%$11.38 - $17.5
($13.66)
$ 17.9131%New holding222,500
VIPS Vipshop Holdings Ltd 2017-09-30 AddUSD 8.88 - USD 12.31
(USD 10.43)
USD 18.3576%Add 2.28%1,312,929
PK Park Hotels & Resorts Inc 2017-06-30 Buy 1.21%$24.92 - $27.86
($26.42)
$ 26.10-1%New holding4,099,385
KODK Eastman Kodak Co 2017-06-30 Add0.43%$8.85 - $11.6
($10.03)
$ 6.25-38%Add 651.52%4,960,000
SMHI Seacor Marine Holdings Inc 2017-06-30 Buy 0.13%$17.36 - $20.59
($19.09)
$ 15.47-19%New holding592,815
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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)
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


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