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Mason Hawkins - Southeastern Asset Management
Mason Hawkins - Southeastern Asset ManagementFecha: 31 Dec 2025Inversiones: 53Valor: $2,245,170,000
Inversiones actuales
Historial
Stock
% de la cartera
Actividad reciente
Comparte
Precio
Valor
Precio Actual
Precio reportado
52 Week Low
52 Week High
CNX - CNX Resources Corp.
7.76
Reduce 0.35%
4,735,824
$36.77
$174,136,000
$37.95
3.21%
$27.72
$43.62
MAT - Mattel Inc.
7.57
Add 5.01%
8,570,328
$19.84
$170,035,000
$14.91
-24.85%
$14.10
$22.48
IAC - IAC Inc.
6.95
Add 44.15%
3,989,340
$39.10
$155,983,000
$45.20
15.60%
$29.56
$45.23
REGN - Regeneron Pharmaceuticals
5.70
Add 14.65%
165,792
$771.87
$127,970,000
$749.41
-2.91%
$474.60
$820.12
PCH-OLD - PotlatchDeltic Corp.
5.60
Add 48.37%
3,162,963
$39.78
$125,823,000
$42.25
6.21%
$35.60
$46.07
RYN - Rayonier Inc.
5.48
Add 26.29%
5,678,941
$21.65
$122,949,000
$21.41
-1.11%
$19.49
$25.15
KHC - Kraft Heinz Co.
4.85
Add 23.39%
4,488,116
$24.25
$108,837,000
$22.21
-8.41%
$21.04
$28.59
ACI - Albertsons Co Inc.
4.72
Add 24.73%
6,166,712
$17.17
$105,882,000
$16.63
-3.15%
$15.66
$22.24
FDX - FedEx Corp.
4.62
Reduce 4.08%
359,122
$288.86
$103,736,000
$393.76
36.32%
$196.73
$395.90
MGM - MGM Resorts International
3.30
Add 16.33%
2,033,369
$36.49
$74,198,000
$39.40
7.97%
$28.51
$40.20
BIO - Bio-Rad Laboratories Inc.
3.07
Reduce 4.06%
227,630
$302.99
$68,970,000
$303.34
0.12%
$211.43
$343.12
ACMR - ACM Research Inc.
2.95
Add 13.09%
1,680,181
$39.45
$66,283,000
$49.69
25.96%
$17.32
$71.65
WTM - White Mountains Insurance
2.93
31,652
$2078.04
$65,774,000
$2275.01
9.48%
$1647.25
$2333.00
FBIN - Fortune Brands Innovations Inc.
2.62
Add 16.00%
1,178,103
$50.02
$58,929,000
$41.38
-17.27%
$36.07
$64.53
PVH - PVH Corp.
2.20
Reduce 21.22%
736,935
$67.02
$49,390,000
$98.38
46.79%
$59.60
$98.80
GLIBK - GCI Liberty Inc. Series C
2.19
Add 52.96%
1,321,110
$37.21
$49,158,000
$36.64
-1.53%
$28.11
$41.18
FIS - Fidelity National Information Services
1.84
Reduce 0.63%
622,149
$66.46
$41,348,000
$48.32
-27.29%
$43.30
$81.06
TRIP - TripAdvisor Inc.
1.84
Add 21.04%
2,838,257
$14.56
$41,326,000
$11.48
-21.15%
$9.01
$20.16
AVTR - Avantor Inc.
1.81
Reduce 31.09%
3,548,518
$11.46
$40,666,000
$8.50
-25.83%
$7.27
$16.17
GHC - Graham Holdings Co.
1.75
Add 1.03%
35,721
$1098.60
$39,243,000
$1151.27
4.79%
$870.00
$1220.73
DIS - Walt Disney Co.
1.61
Add 10.95%
317,175
$113.77
$36,085,000
$106.30
-6.57%
$82.07
$123.85
CNH - CNH Industrial NV
1.53
3,716,808
$9.22
$34,269,000
$10.84
17.57%
$9.00
$14.27
SHEN - Shenandoah Telecommunications Co.
1.51
Add 20.10%
2,940,296
$11.56
$33,990,000
$16.71
44.55%
$9.67
$16.87
PYPL - PayPal Holdings Inc.
1.44
Reduce 0.91%
554,074
$58.38
$32,346,000
$51.46
-11.85%
$38.34
$79.08
SN - Sharkninja Inc
1.44
Reduce 42.99%
289,266
$111.90
$32,369,000
$121.66
8.72%
$69.19
$133.99
DOLE - Dole Food Company
1.29
1,933,708
$14.99
$28,986,000
$14.94
-0.33%
$12.38
$16.47
SAM - Boston Beer Company
1.29
Add 35.48%
147,997
$195.13
$28,878,000
$249.90
28.07%
$185.34
$264.46
ALX - Alexander's Inc.
1.19
122,712
$217.94
$26,744,000
$251.24
15.28%
$181.76
$254.24
BATRK - Atlanta Braves Holdings Inc. Series C
1.18
671,014
$39.45
$26,471,000
$48.91
23.98%
$37.72
$49.08
ESRT - Empire State Realty Trust Inc.
1.08
Add 40.84%
3,704,236
$6.52
$24,152,000
$5.58
-14.42%
$4.87
$8.62
CLW - Clearwater Paper Corp.
1.07
Add 47.23%
1,380,930
$17.40
$24,028,000
$15.27
-12.24%
$12.44
$30.96
MICC - Magnum Ice Cream Co NV
1.01
Buy
1,430,351
$15.85
$22,671,000
$14.19
-10.47%
$13.96
$19.93
LPX - Louisiana-Pacific Corp.
0.98
Buy
272,123
$80.76
$21,976,000
$73.70
-8.74%
$69.34
$101.83
EDU - New Oriental Education & Technology
0.93
Buy
379,561
$55.03
$20,887,000
$88.03
59.97%
$33.98
$90.88
KSPI - Jsc Kaspi.kz ADR
0.84
Add 34.85%
240,628
$78.13
$18,800,000
$91.81
17.51%
$67.12
$97.33
MLCO - Melco Resorts & Entertainment
0.61
Reduce 10.60%
1,797,254
$7.57
$13,605,000
$5.95
-21.40%
$4.74
$10.15
HTHT - H World Group Ltd ADR
0.48
Reduce 73.61%
231,372
$47.05
$10,886,000
$56.05
19.13%
$29.77
$56.64
GLIBA - GCI Liberty Inc.
0.13
80,675
$36.86
$2,974,000
$91.73
148.86%
$91.73
CAH - Cardinal Health Inc.
0.08
Reduce 18.74%
8,649
$205.46
$1,777,000
$211.18
2.78%
$128.08
$233.04
XPO - XPO Logistics
0.08
Reduce 18.57%
13,012
$135.87
$1,768,000
$228.37
68.08%
$91.66
$231.46
AMG - Affiliated Managers Group
0.07
Reduce 18.66%
5,562
$288.21
$1,603,000
$300.97
4.43%
$151.27
$334.77
H - Hyatt Hotels Corp.
0.06
Reduce 18.67%
7,733
$160.35
$1,240,000
$172.68
7.69%
$102.51
$180.36
HSIC - Henry Schein Inc.
0.06
Reduce 18.72%
17,038
$75.60
$1,288,000
$79.15
4.70%
$61.95
$89.29
ENOV - Enovis Corp.
0.05
Reduce 18.73%
44,258
$26.64
$1,179,000
$26.27
-1.39%
$21.00
$37.85
LYV - Live Nation Inc.
0.05
Reduce 18.75%
8,434
$142.52
$1,202,000
$156.09
9.52%
$122.08
$175.25
LAZ - Lazard Inc.
0.04
Reduce 18.61%
18,608
$48.58
$904,000
$48.30
-0.58%
$32.10
$58.75
MSGS - Madison Square Garden Sports Corp.
0.04
Reduce 20.11%
3,218
$258.55
$832,000
$334.74
29.47%
$183.58
$345.48
CLVT - Clarivate Plc
0.02
121,927
$3.34
$407,000
$3.48
4.19%
$3.04
$5.88
HDB - HDFC Bank Ltd.
0.02
Reduce 79.02%
10,462
$36.51
$382,000
$26.58
-27.20%
$23.91
$39.32
OMI - Owens & Minor
0.02
Reduce 18.74%
181,735
$2.80
$509,000
$13.09
367.50%
$11.42
$28.35
RXO - Rxo Inc
0.02
Reduce 18.98%
43,731
$12.65
$553,000
$19.56
54.62%
$10.43
$19.59
STZ - Constellation Brands
0.02
3,661
$137.94
$505,000
$159.82
15.86%
$125.63
$192.99
FISV - Fiserv Inc.
0.01
Buy
3,990
$67.17
$268,000
$64.14
-4.51%
$52.91
$221.50