Mason Hawkins - Southeastern Asset Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    49
Portfolio value:    $2,032,773,449
Holdings Activity Buys Sells    History
Holding/activity history for  Affiliated Managers Group, Inc. (AMG)
← All AMG superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 5,562 0.08 $276.70 $1,539,005 SEC
2025   Q4 5,562 0.07 Reduce 18.66% 0.01 $230.10–299.69 · VW $266.44i $1,603,413 SEC
2025   Q3 6,838 0.08 $238.43 $1,630,384 SEC
2025   Q2 6,838 0.07 Reduce 98.57% 4.24 $139.22–199.49 · VW $174.44i $1,345,514 SEC
2025   Q1 479,771 4.30 Reduce 31.70% 1.94 $151.63–191.13 · VW $172.67i $80,615,921 SEC
2024   Q4 702,487 6.13 Reduce 3.08% 0.19 $173.58–199.52 · VW $186.37i $129,903,896 SEC
2024   Q3 724,829 6.08 Reduce 8.86% 0.48 $152.37–189.81 · VW $174.22i $128,874,600 SEC
2024   Q2 795,249 5.41 Reduce 5.09% 0.27 $147.13–169.65 · VW $158.55i $124,241,751 SEC
2024   Q1 837,878 5.39 Reduce 5.04% 0.26 $145.36–167.90 · VW $155.93i $140,319,429 SEC
2023   Q4 882,375 5.14 Reduce 2.83% 0.12 $120.22–156.38 · VW $134.65i $133,609,223 SEC
2023   Q3 908,039 4.38 Reduce 1.41% 0.07 $129.08–163.93 · VW $138.22i $118,353,803 SEC
2023   Q2 921,035 4.87 Reduce 0.25% 0.01 $135.48–152.01 · VW $143.09i $138,053,936 SEC
2023   Q1 923,358 4.45 Reduce 0.90% 0.05 $132.40–180.63 · VW $157.88i $131,504,647 SEC
2022   Q4 931,781 5.17 Reduce 42.42% 1.93 $108.12–163.36 · VW $141.60i $147,622,064 SEC
2022   Q3 1,618,112 4.56 Reduce 7.69% 0.33 $109.57–142.03 · VW $124.50i $180,986,000 SEC
2022   Q2 1,752,835 4.31 Reduce 1.26% 0.06 $112.38–146.85 · VW $127.68i $204,381,000 SEC
2022   Q1 1,775,230 4.42 Add 15.49% 0.59 $121.40–171.39 · VW $141.83i $250,218,000 SEC
2021   Q4 1,537,161 4.24 Reduce 3.91% 0.18 $147.12–191.62 · VW $167.48i $252,879,000 SEC
2021   Q3 1,599,761 4.59 Add 5.87% 0.25 $146.18–180.97 · VW $162.61i $241,708,000 SEC
2021   Q2 1,511,033 4.68 Add 18.90% 0.74 $148.14–176.84 · VW $160.26i $233,016,000 SEC
2021   Q1 1,270,837 4.05 Reduce 21.44% 0.79 $98.88–153.55 · VW $131.91i $189,393,000 SEC
2020   Q4 1,617,619 3.67 Add 15.41% 0.49 $66.43–103.34 · VW $84.68i $164,511,000 SEC
2020   Q3 1,401,624 2.47 Add 1.05% 0.03 $62.19–75.87 · VW $69.40i $95,843,000 SEC
2020   Q2 1,387,114 2.58 Reduce 1.05% 0.02 $53.32–82.45 · VW $68.53i $103,423,000 SEC
2020   Q1 1,401,900 1.97 Add 0.04% <0.01 $44.37–88.95 · VW $71.11i $82,908,000 SEC
2019   Q4 1,401,299 1.98 Reduce 7.93% 0.18 $71.08–88.43 · VW $82.77i $118,747,000 SEC
2019   Q3 1,521,997 2.21 Reduce 4.84% 0.12 $73.90–94.07 · VW $82.67i $126,858,000 SEC
2019   Q2 1,599,389 2.42 Reduce 5.46% 0.14 $83.10–115.75 · VW $96.91i $147,368,000 SEC
2019   Q1 1,691,805 2.61 Reduce 8.03% 0.21 $95.12–112.83 · VW $105.78i $181,209,000 SEC
2018   Q4 1,839,616 2.61 Add 56.59% 0.94 $88.47–139.43 · VW $110.69i $179,252,000 SEC
2018   Q3 1,174,806 1.93 Buy 1.93 $136.38–163.55 · VW $149.44i $160,620,000 SEC
Price snapshot:
Current price$359.78
Avg. buy price$128.22
+/- since buy180.59%
52-week low$199.56
52-week high$369.94