Mason Hawkins - Longleaf Partners

History Stock Activity Share change % change to portfolio
Q1  2010
YUM - Yum! Brands Inc. Add 18.98% 2,166,328 1.18
Q4  2009
AON - Aon Plc Add 0.76% 48,523 0.03
BK - Bank of New York Mellon Corp. Buy 7,387,000 3.01
IHG - Intercontinental Hotels Group plc Buy 7,260,595 1.52
WTW - Willis Towers Watson plc Buy 2,800,000 1.08
Q3  2009
DTV - DIRECTV Group Inc. Add 26.57% 5,509,000 2.23
YUM - Yum! Brands Inc. Add 15.53% 1,533,528 0.76
AON - Aon Plc Add 2.42% 150,200 0.09
MAR - Marriott Int'l. Add 0.38% 52,722 0.02
Q2  2009
PHG - Koninklijke Philips Electronics NV Add 112.56% 1,804,000 0.58
DTV - DIRECTV Group Inc. Add 109.21% 10,824,000 4.64
DIS - Walt Disney Co. Add 22.25% 3,099,982 1.25
FDX - FedEx Corp. Add 10.54% 279,391 0.27
CX - Cemex Add 4.00% 1,178,361 0.18
AON - Aon Plc Buy 6,211,477 4.08
Q1  2009
MAR - Marriott Int'l. Add 50.88% 5,321,841 1.69
DIS - Walt Disney Co. Add 13.76% 1,686,000 0.59
DELL-OLD - Dell Inc. Add 13.42% 6,513,824 1.19
CX - Cemex Add 10.13% 2,710,529 0.32
CHK - Chesapeake Energy Add 7.27% 8,672 0.57
EBAY - eBay Inc. Add 3.57% 696,000 0.17
BRK.A - Berkshire Hathaway CL A Buy 2,863 4.80
Q4  2008
CHK - Chesapeake Energy Add 49.93% 39,735 2.44
MAR - Marriott Int'l. Add 40.40% 3,009,928 1.11
CX - Cemex Add 20.74% 4,594,731 0.77
LMDIA - Liberty Media Ent. OLD Add 18.63% 6,354,818 2.11
EBAY - eBay Inc. Add 4.61% 859,166 0.23
PHGFF - KONINKLIJKE PHILIPS Add 4.53% 543,965 0.20
Q3  2008
JAVA - Sun Microsystems Add 18.94% 8,515,211 0.75
CHK - Chesapeake Energy Add 14.38% 10,004 0.83
CX - Cemex Add 10.23% 2,056,080 0.39
DELL-OLD - Dell Inc. Add 8.25% 3,743,102 0.71
WBA - Walgreens Boots Alliance Add 6.35% 814,000 0.29
EBAY - eBay Inc. Add 4.18% 748,350 0.19
PHGFF - KONINKLIJKE PHILIPS Add 1.77% 209,000 0.07
PHG - Koninklijke Philips Electronics NV Add 1.17% 19,210 0.01
MAR - Marriott Int'l. Buy 7,449,704 2.25
Q2  2008
JAVA - Sun Microsystems Add 53.43% 15,656,793 1.60
LMDIA - Liberty Media Ent. OLD Add 36.63% 9,143,000 2.08
QRTEA - Qurate Retail Group Inc. CL A Add 19.64% 6,286,581 0.87
FDX - FedEx Corp. Add 13.65% 763,000 0.56
DELL-OLD - Dell Inc. Add 7.10% 3,010,000 0.62
UBS - UBS AG Add 5.00% 687,800 0.13
CX - Cemex Add 3.94% 762,019 0.17
Q1  2008
FDX - FedEx Corp. Add 39.76% 1,589,901 1.47
WBA - Walgreens Boots Alliance Add 30.51% 2,995,695 1.14
UBS - UBS AG Add 25.04% 2,754,600 0.79
QRTEA - Qurate Retail Group Inc. CL A Add 17.52% 4,771,449 0.77
DELL-OLD - Dell Inc. Add 12.64% 4,755,387 0.94
JAVA - Sun Microsystems Add 10.58% 2,804,000 0.43
EBAY - eBay Inc. Add 6.00% 1,013,000 0.30
GEN - Gen Digital Inc. Add 4.85% 544,000 0.09
Q4  2007
GEN - Gen Digital Inc. Add 20.32% 1,893,000 0.27
UBS - UBS AG Buy 11,001,400 4.53
WBA - Walgreens Boots Alliance Buy 9,818,305 3.35
LTD - Limited Brands Inc. Buy 2,814,547 0.48
Q3  2007
EBAY - eBay Inc. Add 84.17% 7,719,000 2.56
GEN - Gen Digital Inc. Add 47.55% 3,003,000 0.49
FWONA - Liberty Media Corp Formula One Series A Add 34.23% 1,591,524 1.69
QRTEA - Qurate Retail Group Inc. CL A Add 20.57% 4,646,485 0.76
CX - Cemex Add 17.62% 2,896,157 0.71
JAVA - Sun Microsystems Buy 105,999,986 5.05
Q2  2007
EBAY - eBay Inc. Add 86.59% 4,255,950 1.20
FWONA - Liberty Media Corp Formula One Series A Add 10.23% 431,300 0.44
CX - Cemex Add 2.56% 410,135 0.13
Q1  2007
LVLT - Level 3 Communications Inc. Add 89.56% 72,568,754 4.25
CHK - Chesapeake Energy Add 24.73% 17,703 1.05
DELL-OLD - Dell Inc. Add 4.68% 1,914,963 0.43
FWONA - Liberty Media Corp Formula One Series A Add 4.45% 179,504 0.19