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Mason Hawkins

Southeastern Asset Management (Longleaf Partners) · Concentrated value Runs concentrated portfolios of businesses bought at roughly 60% of an appraised intrinsic value, with engaged, long-term ownership, through the Longleaf Partners funds.

Otis 'Mason' Hawkins is an American value investor and the founder and chairman of Southeastern Asset Management, adviser to the Longleaf Partners funds.

Wikipedia ↗ source: sec.gov

$1.9B reported 13F equity 47 positions as of 2026Q2 13F: latest change 2026-08-14

Showing all 47 reported 13(f) positions; TradingPilot links only the 0 matching its curated universe — a licensed CUSIP↔ticker database was not used. Unmapped positions render as plain text, exactly as filed.

Portfolio allocation (reported 13F equity)

Long US-listed equity positions only; options excluded.

$1.9B13F equity
  • RAYONIER INC10.5%
  • MATTEL INC8.9%
  • CNX RES CORP8.3%
  • PEOPLE INC7.5%
  • ALBERTSONS COMPANIES INC6.1%
  • REGENERON PHARMACEUTICALS5.0%
  • FORTUNE BRANDS INNOVATIONS I4.8%
  • KRAFT HEINZ CO4.4%
  • ABBOTT LABORATORIES4.0%
  • FEDEX CORP3.2%
  • Others37.3%

Reported 13F equity value — not a return, not AUM

Long US-listed equity positions only; filed with a ~45-day lag.

2026Q1 — $1.9B reported 13F equity2026Q2 — $1.9B reported 13F equity$1.9B$1.9B2026Q12026Q2
#TickerSecurity (as filed) % of 13FShares Reported priceCurrentValueActivity
1 — RAYONIER INC 10.5% 9,491,347 $21.28 — $202.0M Trimmed −12%
2 — MATTEL INC 8.9% 12,322,555 $13.88 — $171.0M Trimmed −4%
3 — CNX RES CORP 8.3% 4,663,053 $33.93 — $158.2M Added +16%
4 — PEOPLE INC 7.5% 3,131,835 $46.16 — $144.6M Trimmed −22%
5 — ALBERTSONS COMPANIES INC 6.1% 8,636,262 $13.53 — $116.8M Added +16%
6 — REGENERON PHARMACEUTICALS 5.0% 152,322 $623.54 — $95.0M New
7 — FORTUNE BRANDS INNOVATIONS I 4.8% 1,687,109 $54.90 — $92.6M Trimmed −22%
8 — KRAFT HEINZ CO 4.4% 3,607,946 $23.62 — $85.2M Trimmed −9%
9 — ABBOTT LABORATORIES 4.0% 840,747 $90.74 — $76.3M New
10 — FEDEX CORP 3.2% 194,828 $313.13 — $61.0M Trimmed −21%
11 — MGM RESORTS INTERNATIONAL 2.9% 1,169,513 $47.81 — $55.9M Trimmed −30%
12 — EMPIRE ST RLTY TR INC 2.5% 8,696,434 $5.41 — $47.0M Added +34%
13 — AVANTOR INC 2.4% 4,725,478 $9.90 — $46.8M New
14 — PVH CORPORATION 2.4% 629,897 $74.26 — $46.8M Trimmed −15%
15 — LIBERTY CAP CORP 2.2% 1,935,424 $21.56 — $41.7M Added +46%
16 — CNH INDL N V 2.1% 3,518,270 $11.23 — $39.5M Trimmed −5%
17 — SHENANDOAH TELECOMMUNICATION 2.1% 2,616,797 $15.08 — $39.5M Trimmed −11%
18 — WHITE MTNS INS GROUP LTD 1.8% 17,104 $2,073.39 — $35.5M Trimmed −9%
19 — GRAHAM HLDGS CO 1.7% 29,156 $1,141.42 — $33.3M Trimmed −23%
20 — ATLANTA BRAVES HLDGS INC 1.6% 605,091 $51.90 — $31.4M Trimmed −10%
21 — TRIPADVISOR INC 1.6% 2,258,466 $13.71 — $31.0M Trimmed −51%
22 — FIDELITY NATL INFORMATION SV 1.6% 769,137 $38.88 — $29.9M Trimmed −7%
23 — ALEXANDERS INC 1.4% 99,013 $275.56 — $27.3M Held +0%
24 — BOSTON BEER INC 1.3% 146,043 $177.03 — $25.9M Added +23%
25 — CLEARWATER PAPER CORP 1.3% 1,539,556 $15.68 — $24.1M Added +1%
26 — DOLE PLC 1.3% 1,752,155 $13.72 — $24.0M Trimmed −9%
27 — TENCENT MUSIC ENTMT GROUP 1.0% 2,305,210 $8.35 — $19.2M New
28 — NEW ORIENTAL ED & TECHNOLOGY 1.0% 411,598 $45.91 — $18.9M Trimmed −21%
29 — KASPI KZ JSC 1.0% 212,999 $86.64 — $18.5M Trimmed −11%
30 — ACM RESH INC 0.9% 139,478 $126.89 — $17.7M Trimmed −82%
31 — MAGNUM ICE CREAM CO NV 0.9% 1,001,588 $17.41 — $17.4M Trimmed −38%
32 — SHARKNINJA INC 0.5% 63,234 $152.27 — $9.6M Trimmed −75%
33 — H WORLD GROUP LTD 0.4% 205,682 $41.72 — $8.6M Trimmed −11%
34 — MELCO RESORTS AND ENTMNT LTD 0.4% 1,607,854 $5.27 — $8.5M Trimmed −11%
35 — AFFILIATED MANAGERS GROUP 0.1% 5,562 $338.40 — $1.9M Held +0%
36 — CARDINAL HEALTH INC 0.1% 7,337 $237.56 — $1.7M New
37 — LIBERTY CAP CORP 0.1% 72,692 $21.90 — $1.6M Trimmed −10%
38 — LIVE NATION ENTERTAINMENT IN 0.1% 8,434 $183.11 — $1.5M Held +0%
39 — HYATT HOTELS CORP 0.1% 7,733 $193.84 — $1.5M Held +0%
40 — SCHEIN HENRY INC 0.1% 17,038 $83.52 — $1.4M New
41 — XPO INC 0.1% 6,336 $205.29 — $1.3M Held +0%
42 — MADISON SQUARE GRDN SPRT COR 0.1% 3,218 $401.84 — $1.3M Held +0%
43 — RXO INC 0.1% 43,731 $27.59 — $1.2M Held +0%
44 — PAYPAL HLDGS INC 0.1% 22,463 $43.18 — $969952 Held +0%
45 — ENOVIS CORPORATION 0.0% 44,258 $20.70 — $916141 Held +0%
46 — LAZARD INC 0.0% 18,608 $41.94 — $780420 Held +0%
47 — HDFC BANK LTD 0.0% 10,462 $25.83 — $270233 Held +0%
— — CLARIVATE PLC — 0 — — $0 Sold-Out −100%
— — CONSTELLATION BRANDS INC — 0 — — $0 Sold-Out −100%
— — FISERV INC — 0 — — $0 Sold-Out −100%

Reported price = value ÷ shares at the quarter-end — an average, NOT the manager's buy/sell price.

Current shows the stock's price change since the filing quarter-end (mapped names only) — it is the STOCK's move, not the manager's realized return (we don't know their cost basis or whether they still hold).

TradingPilot analysis of the reported 13F equity book

As of 2026Q2, Mason Hawkins's reported 13F book holds 47 equity positions; the top 5 are 41% of it.

  1. RAYONIER INC — 10.5% of 13F
  2. MATTEL INC — 8.9% of 13F
  3. CNX RES CORP — 8.3% of 13F
  4. PEOPLE INC — 7.5% of 13F
  5. ALBERTSONS COMPANIES INC — 6.1% of 13F

This quarter: 6 new, 6 added, 24 trimmed, 3 sold out.

Biggest share moves:
  • TRIPADVISOR INC — Trimmed (−2,339,602 sh)
  • EMPIRE ST RLTY TR INC — Added (+2,223,117 sh)
  • RAYONIER INC — Trimmed (−1,271,296 sh)
  • ALBERTSONS COMPANIES INC — Added (+1,216,461 sh)
  • PEOPLE INC — Trimmed (−890,894 sh)