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 2013Jun 30, 2013 | ABT Abbott Laboratories | Buy - Position Entry | +14,418,305 |
Q2 2013Jun 30, 2013 | TRV The Travelers Companies, Inc. | Buy - Position Entry | +14,312,849 |
Q2 2013Jun 30, 2013 | VMC Vulcan Materials Company (Holdi | Buy - Position Entry | +6,125,233 |
Q2 2013Jun 30, 2013 | SCI Service Corporation Internation | Buy - Position Entry | +5,295,700 |
Q2 2013Jun 30, 2013 | BRK-B Berkshire Hathaway Inc. New | Buy - Position Entry | +4,702,096 |
Q2 2013Jun 30, 2013 | EG Everest Group | Buy - Position Entry | +4,338,682 |
Q2 2013Jun 30, 2013 | MTN Vail Resorts, Inc. | Buy - Position Entry | +3,407,758 |
Q2 2013Jun 30, 2013 | DIN Dine Brands Global, Inc. Common | Buy - Position Entry | +1,364,900 |
Q2 2013Jun 30, 2013 | MLM Martin Marietta Materials, Inc. | Buy - Position Entry | +1,193,012 |
Q2 2013Jun 30, 2013 | MOS Mosaic Company (The) | Buy - Position Entry | +904,313 |
Q2 2013Jun 30, 2013 | VNO Vornado Realty Trust | Buy - Position Entry | +339,902 |
Q2 2013Jun 30, 2013 | BRK-A Berkshire Hathaway Inc. | Buy - Position Entry | +7 |