What Mason Hawkins bought and sold in Q4 2024
In Q4 2024, Mason Hawkins (Southeastern Asset Management) opened 2 new positions — including DINO (4.5%), KHC (4.1%), added to 5, trimmed 7, exited 3 (WMG, WBD, SEG). The book stood at $2.12B across 44 positions, filed Feb 14, 2025.
2New5Added7Trimmed3Exited
New positions (2)
Added to (5)
Trimmed (7)
- CNXCnx Resources Corp-27% shares · 7.8% · $165M
- PYPLPaypal Holdings Inc-31% shares · 2.3% · $49M
- HHHHoward Hughes Holdings Inc-32% shares · 0.8% · $17M
- LLYVK*Liberty Media Corp-liberty-c-71% shares · 0.5% · $11M
- HDBHdfc Bank Ltd-adr-35% shares · 0.2% · $4M
- LLYVA*Liberty Media Corp-liberty-a-54% shares · 0.2% · $4M
- LYVLive Nation Entertainment IN-98% shares · 0.1% · $2M
Exited (3)
Mason Hawkins's other filings
Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.