What Mason Hawkins bought and sold in Q3 2025
In Q3 2025, Mason Hawkins (Southeastern Asset Management) opened 5 new positions — including RYN (6.1%), AVTR (3.3%), GLIBK (1.6%), added to 7, trimmed 7, exited 5 (DINO, ANGI, OSCR). The book stood at $1.96B across 49 positions, filed Nov 14, 2025.
5New7Added7Trimmed5Exited
New positions (5)
Added to (7)
- PCHPotlatchdeltic Corp+123% shares · 4.4% · $87M
- ACIAlbertsons Cos Inc - Class A+43% shares · 4.4% · $87M
- ACMRAcm Research Inc-class A+25% shares · 3.0% · $58M
- ALXAlexander's Inc+93% shares · 1.5% · $29M
- HDBHdfc Bank Ltd-adr+28% shares · 0.1% · $2M
- ENOVEnovis Corp+49% shares · 0.1% · $2M
- ACHAccendra Health Inc+78% shares · 0.1% · $1M
Trimmed (7)
- PVHPvh Corp-32% shares · 4.0% · $78M
- BIOBio-rad Laboratories-a-25% shares · 3.4% · $67M
- FISFidelity National Info Serv-34% shares · 2.1% · $41M
- DOLEDole Plc-21% shares · 1.3% · $26M
- MLCOMelco Resorts & Entert-adr-69% shares · 0.9% · $18M
- LYVLive Nation Entertainment IN-26% shares · 0.1% · $2M
- HHyatt Hotels Corp - CL A-97% shares · 0.1% · $1M
Exited (5)
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.