Mason Hawkins's portfolio — Southeastern Asset Management

Founder of Southeastern Asset Management and the Longleaf Partners funds.

Southeastern Asset Management's 13F filing for Q2 2026 lists 47 stocks worth $1.92B, led by RYN, MAT, CNX. That quarter it opened 2 new positions, added to 7, reduced 24 and sold out of 4.

Top holdings, Q2 2026

1. RYN RAYONIER INC — $202M (10.5% of the portfolio)
2. MAT MATTEL INC — $171M (8.9% of the portfolio)
3. CNX CNX RES CORP — $158M (8.3% of the portfolio)
4. PPLI IAC INC — $145M (7.5% of the portfolio)
5. ACI ALBERTSONS COS INC — $117M (6.1% of the portfolio)
6. REGN REGENERON PHARMACEUTICALS — $95.0M (5.0% of the portfolio)
7. FBIN FORTUNE BRANDS INNOVATIONS I — $92.6M (4.8% of the portfolio)
8. KHC KRAFT HEINZ CO — $85.2M (4.4% of the portfolio)
9. ABT Abbott Labs — $76.3M (4.0% of the portfolio)
10. FDX FEDEX CORP — $61.0M (3.2% of the portfolio)

Every position in Southeastern Asset Management's 13F filing · All famous investors · What they hold in common