What Mason Hawkins bought and sold in Q2 2026
In Q2 2026, Mason Hawkins (Southeastern Asset Management) opened 2 new positions — including ABT (4.0%), TME (1.0%), added to 4, trimmed 8, exited 3 (BIO, STZ, FISV). The book stood at $1.92B across 47 positions, filed Aug 14, 2026.
2New4Added8Trimmed3Exited
New positions (2)
Added to (4)
Trimmed (8)
- IACIac Inc-22% shares · 7.5% · $145M
- FBINFortune Brands Innovations I-22% shares · 4.8% · $93M
- FDXFedex Corp-21% shares · 3.2% · $61M
- MGMMgm Resorts International-30% shares · 2.9% · $56M
- GHCGraham Holdings Co-class B-23% shares · 1.7% · $33M
- TRIPTripadvisor Inc-51% shares · 1.6% · $31M
- EDUNew Oriental Educatio-sp Adr-21% shares · 1.0% · $19M
- ACMRAcm Research Inc-class A-82% shares · 0.9% · $18M
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.