MH
Mason Hawkins
Southeastern Asset Management Inc
Deep Value / ContrarianLatest Filing
Filed: February 13, 2026
Portfolio Value
$2.25B
Total Holdings
52
Report Period
Dec 2025
Top 10 Holdings
Showing top 10 of 52 total holdings
Holdings (52)
Latest 13F positions
CN CNX RES CORP | 4.74M | $174.14M | 7.8% | - |
MA MATTEL INC | 8.57M | $170.03M | 7.6% | +5% |
IA IAC INC | 3.99M | $155.98M | 6.9% | +44% |
RE REGENERON PHARMACEUTICALS | 165.8K | $127.97M | 5.7% | +15% |
PC POTLATCHDELTIC CORPORATION | 3.16M | $125.82M | 5.6% | +48% |
RY RAYONIER INC | 5.68M | $122.95M | 5.5% | +26% |
KH KRAFT HEINZ CO | 4.49M | $108.84M | 4.8% | +23% |
AC ALBERTSONS COS INC | 6.17M | $105.88M | 4.7% | +25% |
FD FEDEX CORP | 359.1K | $103.74M | 4.6% | -4% |
MG MGM RESORTS INTERNATIONAL | 2.03M | $74.20M | 3.3% | +16% |
BI BIO RAD LABS INC | 227.6K | $68.97M | 3.1% | -4% |
AC ACM RESH INC | 1.68M | $66.28M | 3.0% | +13% |
WT WHITE MTNS INS GROUP LTD | 31.7K | $65.77M | 2.9% | - |
FL FORTUNE BRANDS INNOVATIONS I | 1.18M | $58.93M | 2.6% | +16% |
GL GCI LIBERTY INC | 1.40M | $52.13M | 2.3% | +48% |
PV PVH CORPORATION | 736.9K | $49.39M | 2.2% | -21% |
FI FIDELITY NATL INFORMATION SV | 622.1K | $41.35M | 1.8% | -1% |
TR TRIPADVISOR INC | 2.84M | $41.33M | 1.8% | +21% |
AV AVANTOR INC | 3.55M | $40.67M | 1.8% | -31% |
GH GRAHAM HLDGS CO | 35.7K | $39.24M | 1.7% | +1% |