What stocks does Mason Hawkins own? — Southeastern Asset Management, Inc. portfolio & 13F holdings

Mason Hawkins runs Southeastern Asset Management, Inc.. Classic Graham-Dodd discipline. Long holding periods, deep research, concentrated bets. As of the Q4 2025 13F filing, the disclosed long-equity portfolio is valued at $2.2B across 52 positions. The largest holdings are CNX RES CORP, MATTEL INC, and IAC INC (CNX RES CORP alone is 7.8% of the book).

New positions opened in the latest quarter include FISERV INC, LOUISIANA PAC CORP, and MAGNUM ICE CREAM CO NV.