What Mason Hawkins bought and sold in Q2 2025
In Q2 2025, Mason Hawkins (Southeastern Asset Management) opened 8 new positions — including FBIN (2.7%), DIS (1.8%), ANGI (1.6%), added to 8, trimmed 11, exited 2 (HHH, GOOG). The book stood at $1.98B across 49 positions, filed Aug 14, 2025.
8New8Added11Trimmed2Exited
New positions (8)
Added to (8)
- KHCKraft Heinz Co/the+49% shares · 4.8% · $95M
- PVHPvh Corp+126% shares · 4.7% · $94M
- REGNRegeneron Pharmaceuticals+40% shares · 4.3% · $84M
- MLCOMelco Resorts & Entert-adr+26% shares · 2.3% · $46M
- TRIPTripadvisor Inc+50% shares · 1.7% · $34M
- SHENShenandoah Telecommunication+151% shares · 1.6% · $31M
- ESRTEmpire State Realty Trust-a+69% shares · 1.1% · $21M
- HSICHenry Schein Inc+34% shares · 0.1% · $2M
Trimmed (11)
- FISFidelity National Info Serv-27% shares · 3.9% · $77M
- ACIAlbertsons Cos Inc - Class A-32% shares · 3.8% · $74M
- DINOHF Sinclair Corp-34% shares · 3.6% · $72M
- HHyatt Hotels Corp - CL A-22% shares · 2.2% · $43M
- GHCGraham Holdings Co-class B-22% shares · 2.0% · $41M
- BATRKAtlanta Braves Holdings In-c-21% shares · 1.6% · $31M
- OSCROscar Health Inc - Class A-58% shares · 1.0% · $19M
- WESTWestrock Coffee CO-45% shares · 0.8% · $15M
- PKPark Hotels & Resorts Inc-42% shares · 0.7% · $14M
- CAHCardinal Health Inc-39% shares · 0.1% · $2M
- AMGAffiliated Managers Group-99% shares · 0.1% · $1M
Exited (2)
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.