What Mason Hawkins bought and sold in Q1 2026
In Q1 2026, Mason Hawkins (Southeastern Asset Management) added to 8, trimmed 7, exited 4 (PCH, DIS, LPX). The book stood at $2.03B across 49 positions, filed May 15, 2026.
0New8Added7Trimmed4Exited
Added to (8)
- RYNRayonier Inc+90% shares · 10.9% · $222M
- MATMattel Inc+49% shares · 9.2% · $186M
- ACIAlbertsons Cos Inc - Class A+20% shares · 6.2% · $126M
- FBINFortune Brands Innovations I+83% shares · 4.1% · $84M
- TRIPTripadvisor Inc+62% shares · 2.4% · $49M
- FISFidelity National Info Serv+33% shares · 1.9% · $39M
- ESRTEmpire State Realty Trust-a+75% shares · 1.7% · $34M
- EDUNew Oriental Educatio-sp Adr+38% shares · 1.5% · $30M
Trimmed (7)
- REGNRegeneron Pharmaceuticals-21% shares · 5.0% · $101M
- FDXFedex Corp-31% shares · 4.3% · $88M
- BIOBio-rad Laboratories-a-28% shares · 2.2% · $45M
- ACMRAcm Research Inc-class A-53% shares · 1.5% · $31M
- SAMBoston Beer Company Inc-a-20% shares · 1.3% · $27M
- XPOXpo Inc-51% shares · 0.1% · $1M
- PYPLPaypal Holdings Inc-96% shares · 0.1% · $1M
Exited (4)
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.