MH

Mason Hawkins

Southeastern Asset Management Inc

Deep Value / Contrarian

Portfolio Value

$2.25B

Total Holdings

52

Report Period

Dec 2025

Top 10 Holdings

CNX
7.8%
MAT
7.6%
IAC
6.9%
REGN
5.7%
PCH
5.6%
RYN
5.5%
KHC
4.8%
ACI
4.7%
FDX
4.6%
MGM
3.3%
Others
43.5%
Showing top 10 of 52 total holdings

Holdings (52)

Latest 13F positions

CN
4.74M$174.14M7.8%
-
8.57M$170.03M7.6%
+5%
3.99M$155.98M6.9%
+44%
RE
REGENERON PHARMACEUTICALS
165.8K$127.97M5.7%
+15%
PC
POTLATCHDELTIC CORPORATION
3.16M$125.82M5.6%
+48%
RY
5.68M$122.95M5.5%
+26%
KH
KRAFT HEINZ CO
4.49M$108.84M4.8%
+23%
AC
ALBERTSONS COS INC
6.17M$105.88M4.7%
+25%
359.1K$103.74M4.6%
-4%
MG
MGM RESORTS INTERNATIONAL
2.03M$74.20M3.3%
+16%
BI
BIO RAD LABS INC
227.6K$68.97M3.1%
-4%
AC
1.68M$66.28M3.0%
+13%
WT
WHITE MTNS INS GROUP LTD
31.7K$65.77M2.9%
-
FL
FORTUNE BRANDS INNOVATIONS I
1.18M$58.93M2.6%
+16%
GL
GCI LIBERTY INC
1.40M$52.13M2.3%
+48%
PV
PVH CORPORATION
736.9K$49.39M2.2%
-21%
FI
FIDELITY NATL INFORMATION SV
622.1K$41.35M1.8%
-1%
TR
TRIPADVISOR INC
2.84M$41.33M1.8%
+21%
3.55M$40.67M1.8%
-31%
GH
GRAHAM HLDGS CO
35.7K$39.24M1.7%
+1%