Mason Hawkins - Southeastern Asset Management
As of Q1 2026, this manager reported 49 long-equity positions worth $2.03B in aggregate.
As of Q1 2026, Mason Hawkins's Southeastern Asset Management held 49 long-equity positions with a reported value of $2.03B.
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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 30 of 40 rows. Rows without a quote are marked unavailable.
| 1 | MAT | Mattel, Inc. | 7.52% | Reduce -13.5% | 12,034,582 | $214.7M | $17.84 | |
| 2 | LUMN | Lumen Technologies | 7.30% | Reduce -32.0% | 39,886,141 | $208.21M | No quote | No quote |
| 3 | CNX | CNX Resources Corp | 6.78% | Reduce -24.4% | 11,479,566 | $193.32M | $16.84 | |
| 4 | H | Hyatt Hotels Corp. - Class A | 5.75% | Reduce -31.9% | 1,813,306 | $164.01M | $90.45 | |
| 5 | GE | General Electric | 5.47% | Reduce -40.9% | 1,861,085 | $155.94M | $83.79 | |
| 6 | AMG | Affiliated Managers Group Inc. | 5.17% | Reduce -42.4% | 931,781 | $147.62M | $158.43 | |
| 7 | FDX | FedEx Corporation | 4.76% | Reduce -33.8% | 784,985 | $135.96M | $173.20 | |
| 8 | MGM | MGM Resorts International | 4.38% | Reduce -29.7% | 3,723,554 | $124.85M | $33.53 | |
| 9 | IAC | IAC Inc | 4.03% | Reduce -5.7% | 2,588,132 | $114.91M | $44.40 | |
| 10 | WBD | Warner Bros Discovery Inc | 3.99% | Reduce -12.6% | 12,002,947 | $113.79M | $9.48 | |
| 11 | WEST | Westrock Coffee Company | 3.75% | - | 8,008,000 | $106.99M | No quote | No quote |
| 12 | PVH | PVH Corp | 3.50% | Reduce -40.3% | 1,416,357 | $99.98M | $70.59 | |
| 13 | GOOG | Alphabet Inc. CL C | 3.42% | Reduce -26.5% | 1,099,136 | $97.53M | $88.73 | |
| 14 | FI | Fiserv Inc | 3.18% | Reduce -21.1% | 897,884 | $90.75M | No quote | No quote |
| 15 | LAZ | Lazard Ltd | 3.10% | Reduce -48.3% | 2,553,138 | $88.52M | $34.67 | |
| 16 | WTM | White Mountains Insurance Grou | 2.75% | Reduce -50.7% | 55,493 | $78.49M | $1414.33 | |
| 17 | WMG | Warner Music Group Corp. | 2.73% | Reduce -33.9% | 2,226,669 | $77.98M | $35.02 | |
| 18 | BATRK | Liberty Media Corp - Braves C | 2.68% | Reduce -24.9% | 2,374,647 | $76.53M | $32.23 | |
| 19 | LBRDK | Liberty Broadband Corporation | 2.65% | Reduce -30.6% | 990,467 | $75.54M | $76.27 | |
| 20 | GHC | Graham Holdings Company | 2.45% | Reduce -54.7% | 115,733 | $69.93M | $604.21 | |
| 21 | MSGS | Madison Square Garden Sports C | 2.44% | Reduce -53.6% | 379,568 | $69.59M | $183.33 | |
| 22 | ESRT | Empire State Realty Trust Inc. | 1.95% | Reduce -37.3% | 8,269,302 | $55.74M | $6.74 | |
| 23 | HOUS | Anywhere Real Estate Inc | 1.47% | Reduce -38.1% | 6,543,957 | $41.82M | No quote | No quote |
| 24 | OSCR | Oscar Health Inc | 1.26% | Add +30.8% | 14,576,904 | $35.86M | $2.46 | |
| 25 | VMEO | Vimeo Inc. | 1.23% | Reduce -9.1% | 10,270,517 | $35.23M | No quote | No quote |
| 26 | SWK | Stanley Black & Decker Inc | 1.15% | Reduce -5.8% | 435,400 | $32.71M | $75.12 | |
| 27 | DOOR | Masonite International Corpora | 1.14% | - | 404,111 | $32.58M | No quote | No quote |
| 28 | DEI | Douglas Emmett Inc | 1.09% | Reduce -56.6% | 1,976,071 | $30.98M | $15.68 | |
| 29 | CNHI | CNH Industrial NV - U.S. | 0.97% | Reduce -51.4% | 1,731,430 | $27.81M | No quote | No quote |
| 30 | HTHT | H World Group Limited ADR | 0.87% | Reduce -6.6% | 587,104 | $24.9M | $42.42 | |
| 31 | YY | JOYY Inc. ADR | 0.83% | Reduce -3.9% | 751,794 | $23.75M | No quote | No quote |
| 32 | RNR | RenaissanceRe Holdings Ltd. | 0.06% | Reduce -97.3% | 8,830 | $1.63M | $184.23 | |
| 33 | CAH | Cardinal Health Inc | 0.05% | Reduce -22.3% | 16,785 | $1.29M | $76.87 | |
| 34 | MLCO | Melco Resorts & Entertainment | 0.03% | - | 80,926 | $930.65K | $11.50 | |
| 35 | RXO | RXO Inc. | 0.03% | New | 43,731 | $752.17K | $17.20 | |
| 36 | PAYA | Paya Holdings Inc | 0.03% | Reduce -16.4% | 92,048 | $724.42K | No quote | No quote |
| 37 | XPO | XPO Logistics Inc | 0.02% | Reduce -40.6%1.683:1 split | 16,089 | $535.6K | $33.29 | |
| 38 | SYNH | Syneos Health Inc | 0.01% | - | 10,550 | $386.97K | No quote | No quote |
| 39 | CMCSA | Comcast Corporation Cl A | 0.01% | - | 9,531 | $333.3K | $34.97 | |
| 40 | LBRDA | Liberty Broadband Corporation | 0.01% | Reduce -84.8% | 2,824 | $214.2K | $75.85 |