Mason Hawkins – Longleaf Partners Portfolio Activity & Recent Trades (Jun 30, 2025)
As of Jun 30, 2025, the Longleaf Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 14, 2025. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q2 2025, the filing reported:
New Buys – ANGI (00183L201), ACM Research, Inc. (ACMR), Fortune Brands Innovations, Inc (FBIN), Clearwater Paper Corporation (CLW), Walt Disney Company (The) (DIS), and 3 more
Increases – Shenandoah Telecommunications C (SHEN), Melco Resorts & Entertainment L (MLCO), The Kraft Heinz Company (KHC), Empire State Realty Trust, Inc. (ESRT), TripAdvisor, Inc. (TRIP), and 8 more
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
Longleaf Partners Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q2 2018Jun 30, 2018 | VIPS Vipshop Holdings Limited | Buy | +653,582+74.2% |
Q2 2018Jun 30, 2018 | SOI | Buy | +72,336+19.3% |
Q2 2018Jun 30, 2018 | BIDU Baidu, Inc. | Buy | +669+0.2% |
Q2 2018Jun 30, 2018 | INFY Infosys Limited | Sell - Position Exit | -11,524-100.0% |
Q2 2018Jun 30, 2018 | GOOG Alphabet Inc. | Sell | -24,178-4.9% |
Q2 2018Jun 30, 2018 | FDX FedEx Corporation | Sell | -52,106-1.9% |
Q2 2018Jun 30, 2018 | TV Grupo Televisa S.A.B. | Sell | -190,805-8.0% |
Q2 2018Jun 30, 2018 | MAT Mattel, Inc. | Sell | -294,000-0.8% |
Q2 2018Jun 30, 2018 | CNX CNX Resources Corporation | Sell | -836,714-1.6% |
Q2 2018Jun 30, 2018 | VSAT ViaSat, Inc. | Sell | -858,385-16.6% |
Q2 2018Jun 30, 2018 | PK Park Hotels & Resorts Inc. | Sell | -1,165,987-5.5% |
Q2 2018Jun 30, 2018 | CEIX CONSOL Energy Inc. | Sell | -1,681,797-30.1% |
Q1 2018Mar 31, 2018 | CMCSA Comcast Corporation | Buy - Position Entry | +14,690,426 |
Q1 2018Mar 31, 2018 | PK Park Hotels & Resorts Inc. | Buy | +13,704,592+179.7% |
Q1 2018Mar 31, 2018 | TV Grupo Televisa S.A.B. | Buy | +2,349,802+11293.3% |
Q1 2018Mar 31, 2018 | CNX CNX Resources Corporation | Buy | +1,542,414+3.1% |
Q1 2018Mar 31, 2018 | HOUS Anywhere Real Estate Inc. | Buy | +1,088,788+20.0% |
Q1 2018Mar 31, 2018 | SOI | Buy - Position Entry | +375,000 |
Q1 2018Mar 31, 2018 | GHC Graham Holdings Company | Buy | +8,736+1.3% |
Q1 2018Mar 31, 2018 | INFY Infosys Limited | Sell | -11,188-49.3% |
Q1 2018Mar 31, 2018 | TROW T. Rowe Price Group, Inc. | Sell - Position Exit | -17,945-100.0% |
Q1 2018Mar 31, 2018 | BIDU Baidu, Inc. | Sell | -20,515-4.9% |
Q1 2018Mar 31, 2018 | BEN Franklin Resources, Inc. | Sell | -24,021-1.5% |
Q1 2018Mar 31, 2018 | GOOG Alphabet Inc. | Sell | -53,393-9.7% |
Q1 2018Mar 31, 2018 | VSAT ViaSat, Inc. | Sell | -221,343-4.1% |
Q1 2018Mar 31, 2018 | VIPS Vipshop Holdings Limited | Sell | -444,392-33.5% |
Q1 2018Mar 31, 2018 | CEIX CONSOL Energy Inc. | Sell | -484,535-8.0% |
Q1 2018Mar 31, 2018 | FDX FedEx Corporation | Sell | -606,788-18.3% |
Q1 2018Mar 31, 2018 | MLCO Melco Resorts & Entertainment L | Sell - Position Exit | -614,869-100.0% |
Q1 2018Mar 31, 2018 | MAT Mattel, Inc. | Sell | -1,001,551-2.6% |