Mason Hawkins - Southeastern Asset Management – Largest Buy Additions (2026 Q1)
A detailed view of the stocks most significantly increased by Mason Hawkins - Southeastern Asset Management during the 2026 Q1 reporting period. This breakdown highlights where new capital was added, revealing the investor’s highest-conviction opportunities and sector preferences.
| Symbol | Shares | Reported Price(USD) | Action | Change % | Portfolio Weight | Position Value | Filing Period |
|---|---|---|---|---|---|---|---|
| RYN | 10,762,643 | $20.62 | Increased | 89.52% | 10.93% | $221.93M | 2026 Q1 |
| MAT | 12,812,157 | $14.53 | Increased | 49.49% | 9.17% | $186.16M | 2026 Q1 |
| IAC | 4,022,729 | $40.03 | Increased | 0.84% | 7.93% | $161.03M | 2026 Q1 |
| ACI | 7,419,801 | $17.04 | Increased | 20.32% | 6.23% | $126.43M | 2026 Q1 |
| FBIN | 2,153,285 | $38.97 | Increased | 82.78% | 4.13% | $83.91M | 2026 Q1 |
| TRIP | 4,598,068 | $10.66 | Increased | 62.00% | 2.41% | $49.02M | 2026 Q1 |
| GHC | 37,760 | $1057.26 | Increased | 5.71% | 1.97% | $39.92M | 2026 Q1 |
| FIS | 827,501 | $46.91 | Increased | 33.01% | 1.91% | $38.82M | 2026 Q1 |
| ESRT | 6,473,317 | $5.2 | Increased | 74.75% | 1.66% | $33.66M | 2026 Q1 |
| EDU | 522,280 | $56.63 | Increased | 37.60% | 1.46% | $29.58M | 2026 Q1 |
| MICC | 1,619,620 | $14.95 | Increased | 13.23% | 1.19% | $24.21M | 2026 Q1 |
| CLW | 1,525,491 | $14.38 | Increased | 10.47% | 1.08% | $21.94M | 2026 Q1 |
| GLBAV-OLD | 80,675 | $36.85 | Buy | 100.00% | 0.15% | $2.97M | 2026 Q1 |
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