Mason Hawkins - Longleaf Partners Portfolio Allocation (Sep 30, 2025)
As of Sep 30, 2025, the Longleaf Partners portfolio managed by Mason Hawkins was diversified across 11 sectors, according to the most recent SEC 13F filing dated Nov 14, 2025. This allocation breakdown highlights where the portfolio is most concentrated and how capital is distributed across industries.
The Consumer Cyclical sector represents the largest share at 18.8% of total portfolio value, followed by Consumer Cyclical and Real Estate and Consumer Defensive. Together, the top three sectors account for 44.4% of the portfolio, reflecting Mason Hawkins's emphasis on strategic positioning. This sector allocation provides insights into the fund's investment strategy and risk exposure.
| Sector | Percentage of portfolio (%) | |
|---|---|---|
| Consumer Cyclical | 18.81% | |
| Real Estate | 13.02% | |
| Consumer Defensive | 12.58% | |
| Healthcare | 11.04% | |
| Communication Services | 9.72% | |
| ETF | 8.76% | |
| Energy | 7.79% | |
| Industrials | 7.51% | |
| Technology | 5.82% | |
| Financial Services | 2.14% | |
| Basic Materials | 0.99% | |