
	Mason Hawkins
	Southeastern Asset Management

	Last update 2020-07-10	34 Stocks (5 new)
	Value $4.20 Bil	Turnover 14 %
	Top Holdings: CTL(15.12%) FDX(7.40%) GE(6.45%) MAT(6.17%) CNX(6.11%) Guru Portfolio Report Download

Mason Hawkins Latest Trades

Ticker	Company	Date	Action	Impact %	Price Range	Price	Price Change from Avrg%	Comment	Current Shares
Ticker	Company	Date	Action	Impact %	Price Range	Price	Price Change from Avrg%	Comment	Current Shares
Real Time Picks after 2020-03-31 are displayed for Premium P Members Only
DD	DuPont de Nemours Inc	2020-03-31	New Buy	+3.98%	● 28.46 ($49.25) 64.2	$53.65	8.93%	New holding	4,905,471
H	Hyatt Hotels Corp	2020-03-31	New Buy	+2.66%	● 36.56 ($76.2) 92.86	$49.28	-35.33%	New holding	2,333,825
WMB	Williams Companies Inc	2020-03-31	Add	+1.79%	● 9.25 ($19.53) 24.04	$19.10	-2.20%	Add 64.63%	13,541,405
GE	General Electric Co	2020-03-31	Reduce	-1.74%	● 6.11 ($10.75) 13.16	$6.88	-36%	Reduce -21.47%	34,146,973
ESRT	Empire State Realty Trust Inc	2020-03-31	New Buy	+1.48%	● 7.31 ($12.31) 14.26	$6.79	-44.84%	New holding	6,932,094
UNVR	Univar Solutions Inc	2020-03-31	New Buy	+1.16%	● 7.08 ($18.78) 24.35	$17.59	-6.34%	New holding	4,541,943
CTL	CenturyLink Inc	2020-03-31	Reduce	-0.96%	● 8.69 ($12.56) 15.16	$9.89	-21.26%	Reduce -6.11%	67,200,639
GHC	Graham Holdings Co	2020-03-31	Reduce	-0.93%	● 277.62 ($512.07) 639.27	$345.63	-32.50%	Reduce -18.97%	372,442
FWONK	Liberty Formula One Group	2020-03-31	Add	+0.92%	● 20.51 ($40.05) 48.53	$34.74	-13.26%	Add 145.61%	2,397,402
GLIBA	GCI Liberty Inc	2020-03-31	Reduce	-0.87%	● 41.82 ($68.15) 78.57	$73.85	8.36%	Reduce -32.6%	1,518,828
VSAT	Viasat Inc	2020-03-31	Add	+0.86%	● 27.46 ($58.22) 73.6	$36.83	-36.74%	Add 76.19%	2,331,479
MAT	Mattel Inc	2020-03-31	Reduce	-0.76%	● 7.23 ($12.34) 14.68	$10.46	-15.24%	Reduce -10.22%	29,431,876
RTX	Raytheon Technologies Corp	2020-03-31	Add	+0.61%	● 47.17 ($85.15) 98.69	$60.47	-28.98%	Add 29.01%	2,161,846
LAZ	Lazard Ltd	2020-03-31	Reduce	-0.53%	● 21.06 ($37.26) 44.55	$28.56	-23.35%	Reduce -9.99%	7,193,306
CMCSA	Comcast Corp	2020-03-31	Reduce	-0.49%	● 33.37 ($42.37) 47.5	$41.18	-2.81%	Reduce -10.7%	5,441,024
FDX	FedEx Corp	2020-03-31	Add	+0.39%	● 90.49 ($141.5) 164.91	$158.50	12.01%	Add 5.58%	2,565,436
CNX	CNX Resources Corp	2020-03-31	Reduce	-0.29%	● 5.03 ($6.69) 9	$8.50	27.06%	Reduce -3.92%	48,306,964
TCOM	Trip.com Group Ltd	2020-03-31	Add	+0.29%	● 21.63 ($31.36) 38.94	$26.10	-16.77%	Add 43.52%	1,709,768
GOOG	Alphabet Inc	2020-03-31	Reduce	-0.28%	● 1056.62 ($1361.82) 1526.69	$1,520.58	11.66%	Reduce -7.18%	161,183
EPAC	Enerpac Tool Group Corp	2020-03-31	Reduce	-0.23%	● 15.23 ($22.34) 26.16	$18.29	-18.13%	Reduce -8.87%	5,370,459
NOK	Nokia Oyj	2020-03-31	Sold Out	-0.20%	● 2.42 ($3.73) 4.41	$4.32	15.82%	Sold Out	0
BRK.B	Berkshire Hathaway Inc	2020-03-31	New Buy	+0.17%	● 162.13 ($213.25) 230.2	$189.71	-11.04%	New holding	38,700
DDS	Dillard's Inc	2020-03-31	Reduce	-0.16%	● 34.86 ($58.98) 73.48	$23.07	-60.89%	Reduce -6.44%	1,907,204
CNHI	CNH Industrial NV	2020-03-31	Reduce	-0.09%	● 5.13 ($9.03) 11.29	$7.29	-19.27%	Reduce -8.75%	4,902,182
PK	Park Hotels & Resorts Inc	2020-03-31	Reduce	-0.08%	● 4.92 ($19.07) 25.87	$9	-52.81%	Reduce -1.6%	11,407,646
FWONA	Liberty Formula One Group	2020-03-31	Add	+0.06%	● 18.08 ($37.96) 46.08	$32.23	-15.09%	Add 4.08%	2,438,674
BIDU	Baidu Inc	2020-03-31	Add	+0.03%	● 83.62 ($122.37) 144.51	$125.49	2.55%	Add 1.14%	1,172,316
WOW	WideOpenWest Inc	2020-03-31	Add	+0.03%	● 3.14 ($6.12) 8.01	$5.28	-13.73%	Add 60.71%	715,259
WYNN	Wynn Resorts Ltd	2020-03-31	Sold Out	-0.01%	● 43.02 ($113.36) 152.21	$79.30	-30.05%	Sold Out	0
AMG	Affiliated Managers Group Inc	2020-03-31	Add	0%	● 45.15 ($75.35) 88.78	$70.42	-6.54%	Add 0.04%	1,401,900
SUM	Summit Materials Inc	2019-12-31	Sold Out	-4.96%	● 21.25 ($23.13) 24.95	$16.61	-28.19%	Sold Out	0
WMB	Williams Companies Inc	2019-12-31	New Buy	+3.25%	● 21.95 ($22.9) 23.94	$19.10	-16.59%	New holding	8,225,413
WYNN	Wynn Resorts Ltd	2019-12-31	Reduce	-1.54%	● 102.57 ($122.11) 140.94	$79.30	-35.06%	Reduce -99.57%	3,520
GLIBA	GCI Liberty Inc	2019-12-31	Reduce	-0.94%	● 63.29 ($68.94) 73.67	$73.85	7.12%	Reduce -27.85%	2,253,509
TCOM	Trip.com Group Ltd	2019-12-31	New Buy	+0.67%	● 28.85 ($32.32) 35.75	$26.10	-19.25%	New holding	1,191,281
GE	General Electric Co	2019-12-31	Reduce	-0.58%	● 8.28 ($10.42) 11.58	$6.88	-33.97%	Reduce -7.92%	43,482,569
LAZ	Lazard Ltd	2019-12-31	Add	+0.52%	● 33.95 ($37.88) 39.96	$28.56	-24.60%	Add 10.73%	7,991,503
CTL	CenturyLink Inc	2019-12-31	Reduce	-0.45%	● 11.35 ($13.44) 15.22	$9.89	-26.41%	Reduce -2.83%	71,575,248
CNX	CNX Resources Corp	2019-12-31	Reduce	-0.43%	● 6.52 ($7.82) 9.37	$8.50	8.70%	Reduce -6.34%	50,279,156
PK	Park Hotels & Resorts Inc	2019-12-31	Add	+0.39%	● 22.02 ($23.92) 26.46	$9	-62.37%	Add 8.42%	11,593,677

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