Mason Hawkins

Mason Hawkins

13F
Southeastern Asset Management
Last update 2026-08-14 47 Stocks (2 new)
Value $1.92 Bil Turnover 10 %
Countries:

Mason Hawkins 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 Investing Philosophy

Mason Hawkins and his partners are value investors. When evaluating potential investments, they look for three things, "good business, good people, and a good price." Like many successful gurus, he and his partners seek to achieve superior long-term performance by acquiring equity securities in understandable business with strong balance sheets, run by capable management, and trading at less than intrinsic value. Typically, they only invest in companies trading at 60% or less of intrinsic value appraised by looking at the current value of a company's assets and liabilities and also by looking the present value of future cash flows (DCF).They sell stocks when the stocks reach their intrinsic worth. Mason Hawkins believes it is important to have a portfolio concentrated in only the best investment ideas, and the firm generally holds fewer than 25 stocks in each portfolio.

Mason Hawkins Portfolio and Latest Trades

Type:

* When viewing the latest picks, trades are first grouped by date (with the most recent shown first) and then sorted within each date group based on the selected field.

* The transaction information on this page (share changes) is calculated by comparing the latest transaction with the most recent filing—13F, 13D/G, or Form 4—whichever is filed most recently. This may differ from the values shown on the Insider page.

Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
ABT
Abbott Laboratories
2026-06-30
New Buy
New Buy
+3.98%
82.56 ($91.46) 103.56
$108.33
18.45%
New holding
840,747
840,747
BIO
Bio-Rad Laboratories Inc
2026-06-30
Sold Out
Sold Out
-2.23%
241.71 ($283.56) 318.22
$386.11
36.17%
Sold Out
0
-162,804
PPLI
People Inc
2026-06-30
Reduce
Reduce
-1.75%
39.8 ($42.63) 46.37
$38.98
-8.56%
Reduce -22.15%
3,131,835
-890,894
RYN
Rayonier Inc
2026-06-30
Reduce
Reduce
-1.29%
19.82 ($20.94) 21.92
$20.46
-2.29%
Reduce -11.81%
9,491,347
-1,271,296
ACMR
ACM Research Inc
2026-06-30
Reduce
Reduce
-1.25%
39.35 ($70.21) 126.89
$74.44
6.02%
Reduce -82.18%
139,478
-643,422
TRIP
Tripadvisor Inc
2026-06-30
Reduce
Reduce
-1.23%
9.3 ($11.3) 14.03
$9.32
-17.48%
Reduce -50.88%
2,258,466
-2,339,602
CNX
CNX Resources Corp
2026-06-30
Add
Add
+1.15%
32.11 ($36.09) 39.76
$37.49
3.88%
Add 16.17%
4,663,053
648,942
TME
Tencent Music Entertainment Group
2026-06-30
New Buy
New Buy
+1.00%
8.16 ($9.13) 10.15
$8.26
-9.53%
New holding
2,305,210
2,305,210
SN
SharkNinja Inc
2026-06-30
Reduce
Reduce
-0.98%
101.99 ($119.55) 152.27
$173.38
45.03%
Reduce -74.77%
63,234
-187,432
FDX
FedEx Corp
2026-06-30
Reduce
Reduce
-0.92%
286.82 ($313.77) 338.75
$322.52
2.79%
Reduce -21.28%
194,828
-52,667
MGM
MGM Resorts International
2026-06-30
Reduce
Reduce
-0.90%
36.02 ($41.49) 50.69
$41.22
-0.65%
Reduce -29.67%
1,169,513
-493,448
FBIN
Fortune Brands Innovations Inc
2026-06-30
Reduce
Reduce
-0.89%
33.39 ($40.02) 54.9
$43.11
7.72%
Reduce -21.65%
1,687,109
-466,176
ACI
Albertsons Companies Inc
2026-06-30
Add
Add
+0.86%
13.45 ($16.02) 18.05
$12.55
-21.66%
Add 16.39%
8,636,262
1,216,461
REGN
Regeneron Pharmaceuticals Inc
2026-06-30
Add
Add
+0.70%
600.66 ($682.14) 777.25
$827.72
21.34%
Add 16.58%
152,322
21,660
GLIBK
Liberty Capital Corp
2026-06-30
Add
Add
+0.69%
19.86 ($28.23) 37.56
$26.27
-6.94%
Add 46.5%
1,935,424
614,314
ESRT
Empire State Realty Trust Inc
2026-06-30
Add
Add
+0.63%
4.99 ($5.43) 5.77
$4.54
-16.39%
Add 34.34%
8,696,434
2,223,117
AVTR
Avantor Inc
2026-06-30
Add
Add
+0.62%
7.6 ($8.59) 10.28
$14.97
74.27%
Add 34.24%
4,725,478
1,205,266
GHC
Graham Holdings Co
2026-06-30
Reduce
Reduce
-0.45%
1057.26 ($1123.2) 1177.01
$1,135.89
1.13%
Reduce -22.79%
29,156
-8,604
MICC
The Magnum Ice Cream Co NV
2026-06-30
Reduce
Reduce
-0.45%
13.06 ($15.56) 18.03
$19.32
24.16%
Reduce -38.16%
1,001,588
-618,032
KHC
The Kraft Heinz Co
2026-06-30
Reduce
Reduce
-0.38%
21.89 ($23.07) 24.47
$24.85
7.72%
Reduce -8.63%
3,607,946
-340,767
PVH
PVH Corp
2026-06-30
Reduce
Reduce
-0.37%
69.76 ($85.35) 98.81
$74.33
-12.91%
Reduce -14.52%
629,897
-107,038
MAT
Mattel Inc
2026-06-30
Reduce
Reduce
-0.35%
13.67 ($14.63) 15.39
$14.53
-0.68%
Reduce -3.82%
12,322,555
-489,602
EDU
New Oriental Education & Technology Group Inc
New Oriental Education & Technology Group Inc
2026-06-30
Reduce
Reduce
-0.31%
44.44 ($50.92) 59.23
$59.51
16.87%
Reduce -21.19%
411,598
-110,682
SAM
Boston Beer Co Inc
2026-06-30
Add
Add
+0.26%
161.08 ($203.27) 260.05
$168.78
-16.97%
Add 23.35%
146,043
27,642
SHEN
Shenandoah Telecommunications Co
2026-06-30
Reduce
Reduce
-0.25%
13.85 ($15.74) 17.1
$12.59
-20.04%
Reduce -11%
2,616,797
-323,499
WTM
White Mountains Insurance Group Ltd
2026-06-30
Reduce
Reduce
-0.19%
1989.54 ($2141.05) 2319.41
$2,103.49
-1.75%
Reduce -9.33%
17,104
-1,760
BATRK
Atlanta Braves Holdings Inc
2026-06-30
Reduce
Reduce
-0.14%
42.4 ($48.97) 51.96
$50.44
3.00%
Reduce -9.82%
605,091
-65,923
DOLE
Dole PLC
2026-06-30
Reduce
Reduce
-0.13%
13.69 ($14.55) 15.69
$14.01
-3.71%
Reduce -9.39%
1,752,155
-181,553
FIS
Fidelity National Information Services Inc
Fidelity National Information Services Inc
2026-06-30
Reduce
Reduce
-0.13%
37.72 ($43.33) 48.62
$41.89
-3.32%
Reduce -7.05%
769,137
-58,364
CNH
CNH Industrial NV
2026-06-30
Reduce
Reduce
-0.11%
9.85 ($10.65) 11.63
$14.40
35.21%
Reduce -5.34%
3,518,270
-198,538
KSPI
Kaspi.kz JSC
2026-06-30
Reduce
Reduce
-0.10%
73.43 ($84.66) 93.16
$107.47
26.94%
Reduce -11.48%
212,999
-27,629
HTHT
H World Group Ltd
2026-06-30
Reduce
Reduce
-0.06%
41.39 ($47.7) 56.05
$45.76
-4.07%
Reduce -11.1%
205,682
-25,690
MLCO
Melco Resorts and Entertainment Ltd
2026-06-30
Reduce
Reduce
-0.05%
5.17 ($5.59) 6
$5.21
-6.80%
Reduce -10.54%
1,607,854
-189,400
STZ
Constellation Brands Inc
2026-06-30
Sold Out
Sold Out
-0.03%
135.4 ($148.67) 166.15
$128.18
-13.78%
Sold Out
0
-3,661
CLVT
Clarivate PLC
2026-06-30
Sold Out
Sold Out
-0.02%
1.91 ($2.45) 2.87
$2.07
-15.51%
Sold Out
0
-121,927
CLW
Clearwater Paper Corp
2026-06-30
Add
Add
+0.01%
12.79 ($15.06) 17.68
$20.92
38.91%
Add 0.92%
1,539,556
14,065
GLIBA
Liberty Capital Corp
2026-06-30
Reduce
Reduce
-0.01%
20.38 ($28.41) 37.83
$26.70
-6.00%
Reduce -9.9%
72,692
-7,983
FISV
Fiserv Inc
2026-06-30
Sold Out
Sold Out
-0.01%
47.18 ($55.89) 64.14
$53.00
-5.17%
Sold Out
0
-3,990
PCH Unlock Delisted
PotlatchDeltic Corp
2026-03-31
Sold Out
Sold Out
-5.60%
39.72 ($42.58) 45.39
$41.73
-2.00%
Sold Out
0
-3,162,963
RYN
Rayonier Inc
2026-03-31
Add
Add
+5.16%
19.5 ($22.03) 24.65
$20.46
-7.13%
Add 89.52%
10,762,643
5,083,702
MAT
Mattel Inc
2026-03-31
Add
Add
+3.03%
14.16 ($18.22) 22.16
$14.53
-20.25%
Add 49.49%
12,812,157
4,241,829
FBIN
Fortune Brands Innovations Inc
2026-03-31
Add
Add
+1.87%
37.16 ($52.01) 64.44
$43.11
-17.11%
Add 82.78%
2,153,285
975,182
DIS
The Walt Disney Co
2026-03-31
Sold Out
Sold Out
-1.61%
92.42 ($105.69) 115.88
$105.31
-0.36%
Sold Out
0
-317,175
ACMR
ACM Research Inc
2026-03-31
Reduce
Reduce
-1.58%
37.93 ($53.09) 70.68
$74.44
40.21%
Reduce -53.4%
782,900
-897,281
FDX
FedEx Corp
2026-03-31
Reduce
Reduce
-1.44%
293.13 ($347.13) 388.48
$322.52
-7.09%
Reduce -31.08%
247,495
-111,627
PYPL
PayPal Holdings Inc
2026-03-31
Reduce
Reduce
-1.38%
39.08 ($48.26) 59.81
$54.96
13.88%
Reduce -95.95%
22,463
-531,611
REGN
Regeneron Pharmaceuticals Inc
2026-03-31
Reduce
Reduce
-1.21%
732.87 ($765.59) 812.27
$827.72
8.12%
Reduce -21.19%
130,662
-35,130
CNX
CNX Resources Corp
2026-03-31
Reduce
Reduce
-1.18%
34.5 ($39.03) 42.61
$37.49
-3.95%
Reduce -15.24%
4,014,111
-721,713
WTM
White Mountains Insurance Group Ltd
2026-03-31
Reduce
Reduce
-1.18%
2039.19 ($2141.15) 2244.14
$2,103.49
-1.76%
Reduce -40.4%
18,864
-12,788
ACI
Albertsons Companies Inc
2026-03-31
Add
Add
+1.05%
16.09 ($17.36) 18.66
$12.55
-27.71%
Add 20.32%
7,419,801
1,253,089
LPX
Louisiana-Pacific Corp
2026-03-31
Sold Out
Sold Out
-0.98%
69.92 ($84.23) 98.57
$68.17
-19.07%
Sold Out
0
-272,123
TRIP
Tripadvisor Inc
2026-03-31
Add
Add
+0.92%
9.24 ($11.65) 14.84
$9.32
-19.96%
Add 62%
4,598,068
1,759,811
BIO
Bio-Rad Laboratories Inc
2026-03-31
Reduce
Reduce
-0.87%
256.56 ($287.99) 325.5
$386.11
34.07%
Reduce -28.48%
162,804
-64,826
ESRT
Empire State Realty Trust Inc
2026-03-31
Add
Add
+0.71%
4.96 ($6) 6.8
$4.54
-24.33%
Add 74.75%
6,473,317
2,769,081
MGM
MGM Resorts International
2026-03-31
Reduce
Reduce
-0.60%
32.75 ($35.61) 38.06
$41.22
15.75%
Reduce -18.22%
1,662,961
-370,408
KHC
The Kraft Heinz Co
2026-03-31
Reduce
Reduce
-0.58%
21.21 ($23.52) 24.99
$24.85
5.65%
Reduce -12.02%
3,948,713
-539,403
FIS
Fidelity National Information Services Inc
Fidelity National Information Services Inc
2026-03-31
Add
Add
+0.47%
46.8 ($53.78) 67.54
$41.89
-22.11%
Add 33.01%
827,501
205,352
EDU
New Oriental Education & Technology Group Inc
New Oriental Education & Technology Group Inc
2026-03-31
Add
Add
+0.40%
52.55 ($57.13) 63.51
$59.51
4.17%
Add 37.6%
522,280
142,719
SAM
Boston Beer Co Inc
2026-03-31
Reduce
Reduce
-0.26%
197.87 ($224.88) 250.83
$168.78
-24.95%
Reduce -20%
118,401
-29,596
ALX
Alexander's Inc
2026-03-31
Reduce
Reduce
-0.23%
218.86 ($238.17) 255.71
$262.42
10.18%
Reduce -19.31%
99,013
-23,699
SN
SharkNinja Inc
2026-03-31
Reduce
Reduce
-0.19%
97.62 ($117) 131.45
$173.38
48.19%
Reduce -13.34%
250,666
-38,600
MICC
The Magnum Ice Cream Co NV
2026-03-31
Add
Add
+0.14%
14.56 ($16.2) 19.87
$19.32
19.26%
Add 13.23%
1,619,620
189,269
GHC
Graham Holdings Co
2026-03-31
Add
Add
+0.11%
1036.87 ($1102) 1193.76
$1,135.89
3.08%
Add 5.71%
37,760
2,039
CLW
Clearwater Paper Corp
2026-03-31
Add
Add
+0.10%
12.44 ($16.28) 20.54
$20.92
28.50%
Add 10.47%
1,525,491
144,561
PPLI
IAC Inc
2026-03-31
Add
Add
+0.07%
34.27 ($37.92) 40.58
$38.98
2.80%
Add 0.84%
4,022,729
33,389
XPO
XPO Inc
2026-03-31
Reduce
Reduce
-0.04%
138.79 ($179.25) 215.37
$193.10
7.73%
Reduce -51.31%
6,336
-6,676
ACH
Accendra Health Inc
2026-03-31
Sold Out
Sold Out
-0.02%
1.91 ($2.3) 2.68
$1.21
-47.39%
Sold Out
0
-181,735
AVTR
Avantor Inc
2026-03-31
Reduce
Reduce
-0.01%
7.41 ($9.84) 12.6
$14.97
52.13%
Reduce -0.8%
3,520,212
-28,306
CAH
Cardinal Health Inc
2026-03-31
Reduce
Reduce
-0.01%
201.11 ($215.35) 229.88
$247.18
14.78%
Reduce -15.17%
7,337
-1,312
PPLI
IAC Inc
2025-12-31
Add
Add
+2.13%
31.52 ($35.03) 40.18
$38.98
11.28%
Add 44.15%
3,989,340
1,221,829
PCH Unlock Delisted
PotlatchDeltic Corp
2025-12-31
Add
Add
+1.83%
38.21 ($40.46) 42.79
$41.73
3.14%
Add 48.37%
3,162,963
1,031,209
HTHT
H World Group Ltd
2025-12-31
Reduce
Reduce
-1.29%
36.99 ($43.23) 49.12
$45.76
5.85%
Reduce -73.61%
231,372
-645,490
SN
SharkNinja Inc
2025-12-31
Reduce
Reduce
-1.15%
84.57 ($98.53) 117.03
$173.38
75.97%
Reduce -42.99%
289,266
-218,152
RYN
Rayonier Inc
2025-12-31
Add
Add
+1.14%
21.29 ($22.86) 26.9
$20.46
-10.50%
Add 26.29%
5,678,941
1,182,216
AVTR
Avantor Inc
2025-12-31
Reduce
Reduce
-1.02%
10.63 ($12.29) 15.6
$14.97
21.81%
Reduce -31.09%
3,548,518
-1,600,902
MICC
The Magnum Ice Cream Co NV
2025-12-31
New Buy
New Buy
+1.01%
14.51 ($15.68) 16.47
$19.32
23.21%
New holding
1,430,351
1,430,351
LPX
Louisiana-Pacific Corp
2025-12-31
New Buy
New Buy
+0.98%
74.6 ($84.4) 93.02
$68.17
-19.23%
New holding
272,123
272,123
ACI
Albertsons Companies Inc
2025-12-31
Add
Add
+0.94%
16.8 ($17.84) 19.74
$12.55
-29.65%
Add 24.73%
6,166,712
1,222,843
EDU
New Oriental Education & Technology Group Inc
New Oriental Education & Technology Group Inc
2025-12-31
New Buy
New Buy
+0.93%
50.66 ($54.85) 60.71
$59.51
8.50%
New holding
379,561
379,561
KHC
The Kraft Heinz Co
2025-12-31
Add
Add
+0.92%
23.7 ($24.86) 26.07
$24.85
-0.04%
Add 23.39%
4,488,116
850,742
PVH
PVH Corp
2025-12-31
Reduce
Reduce
-0.85%
67.02 ($78.1) 87.55
$74.33
-4.83%
Reduce -21.22%
736,935
-198,463
GLIBK
GCI Liberty Inc
2025-12-31
Add
Add
+0.76%
30.14 ($33.5) 37.4
$26.27
-21.58%
Add 52.96%
1,321,110
457,419
REGN
Regeneron Pharmaceuticals Inc
2025-12-31
Add
Add
+0.73%
557.73 ($680.37) 787.32
$827.72
21.66%
Add 14.65%
165,792
21,185
MGM
MGM Resorts International
2025-12-31
Add
Add
+0.46%
30.72 ($33.92) 37.68
$41.22
21.52%
Add 16.33%
2,033,369
285,367
FBIN
Fortune Brands Innovations Inc
2025-12-31
Add
Add
+0.36%
44.49 ($50.15) 53.24
$43.11
-14.04%
Add 16%
1,178,103
162,501
MAT
Mattel Inc
2025-12-31
Add
Add
+0.36%
17.1 ($19.35) 21.24
$14.53
-24.91%
Add 5.01%
8,570,328
409,032
ACMR
ACM Research Inc
2025-12-31
Add
Add
+0.34%
29.67 ($37.16) 43.32
$74.44
100.32%
Add 13.09%
1,680,181
194,494
SAM
Boston Beer Co Inc
2025-12-31
Add
Add
+0.34%
190.96 ($205.96) 231.6
$168.78
-18.05%
Add 35.48%
147,997
38,759
CLW
Clearwater Paper Corp
2025-12-31
Add
Add
+0.34%
16.6 ($18.41) 20.51
$20.92
13.63%
Add 47.23%
1,380,930
443,009
TRIP
Tripadvisor Inc
2025-12-31
Add
Add
+0.32%
13.36 ($15.21) 16.72
$9.32
-38.69%
Add 21.04%
2,838,257
493,273
ESRT
Empire State Realty Trust Inc
2025-12-31
Add
Add
+0.31%
6.46 ($7.13) 7.97
$4.54
-36.33%
Add 40.84%
3,704,236
1,074,096
SHEN
Shenandoah Telecommunications Co
2025-12-31
Add
Add
+0.25%
9.9 ($11.81) 13.82
$12.59
6.56%
Add 20.1%
2,940,296
492,056
KSPI
Kaspi.kz JSC
2025-12-31
Add
Add
+0.22%
70.89 ($75.51) 79.98
$107.47
42.33%
Add 34.85%
240,628
62,184
FDX
FedEx Corp
2025-12-31
Reduce
Reduce
-0.18%
224.63 ($262.99) 296.33
$322.52
22.64%
Reduce -4.08%
359,122
-15,258
DIS
The Walt Disney Co
2025-12-31
Add
Add
+0.16%
101.94 ($110.09) 116.65
$105.31
-4.34%
Add 10.95%
317,175
31,315
BIO
Bio-Rad Laboratories Inc
2025-12-31
Reduce
Reduce
-0.14%
294.24 ($312.26) 339.75
$386.11
23.65%
Reduce -4.06%
227,630
-9,624
MLCO
Melco Resorts and Entertainment Ltd
2025-12-31
Reduce
Reduce
-0.10%
7.55 ($8.39) 9.39
$5.21
-37.90%
Reduce -10.6%
1,797,254
-213,165
HDB
HDFC Bank Ltd
2025-12-31
Reduce
Reduce
-0.07%
34.09 ($36.01) 37.18
$23.18
-35.63%
Reduce -79.02%
10,462
-39,412
CNX
CNX Resources Corp
2025-12-31
Reduce
Reduce
-0.03%
31.77 ($35.85) 40.97
$37.49
4.57%
Reduce -0.35%
4,735,824
-16,805
CAH
Cardinal Health Inc
2025-12-31
Reduce
Reduce
-0.02%
153.27 ($188.67) 213.73
$247.18
31.01%
Reduce -18.74%
8,649
-1,995
100/Page
Total 1265

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