Longleaf's Mason Hawkins invests more than $30 billion dollars in just 45 stocks, very concentrated. He measures the potential returns and risks with price to value ratio. These are his buys and sells during the first quarter of 2007.
Mason Hawkins buys Encana Corporation Common Shares, Worthington Industries Inc., Trend Micro Inc., sells Jacuzzi Brands Inc., Vail Resorts Inc., Newscorp. during the 3-months ended 03/31/2007, according to the most recent filings of his investment company, Southeastern Asset Management. Mason Hawkins owns 45 stocks with a total value of $30.6 billion. These are the details of the buys and sells.
New Purchases: ECA, TMIC, WOR,
Added Positions: CHK, DLM,
Reduced Positions: DCM, LVLT,
Sold Out: MTN, NWS,
Mason Hawkins buys Encana Corporation Common Shares, Worthington Industries Inc., Trend Micro Inc., sells Jacuzzi Brands Inc., Vail Resorts Inc., Newscorp. during the 3-months ended 03/31/2007, according to the most recent filings of his investment company, Southeastern Asset Management. Mason Hawkins owns 45 stocks with a total value of $30.6 billion. These are the details of the buys and sells.
New Purchases: ECA, TMIC, WOR,
Added Positions: CHK, DLM,
Reduced Positions: DCM, LVLT,
Sold Out: MTN, NWS,
