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  Baidu, Inc. (BIDU)
← All BIDU superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2021   Q4 0 0.00 Sell 100.00% 1.62 $132.14–182.60 · VW $154.69i SEC
2021   Q3 554,520 1.62 Reduce 40.85% 1.57 $135.89–205.41 · VW $162.34i $85,257,000 SEC
2021   Q2 937,470 3.84 Add 23.46% 0.73 $176.90–228.53 · VW $203.64i $191,150,000 SEC
2021   Q1 759,328 3.53 Reduce 16.87% 0.74 $174.05–354.82 · VW $247.44i $165,192,000 SEC
2020   Q4 913,369 4.41 Reduce 10.81% 0.36 $123.50–225.35 · VW $168.17i $197,506,000 SEC
2020   Q3 1,024,075 3.34 Reduce 2.86% 0.09 $114.75–135.44 · VW $123.38i $129,638,000 SEC
2020   Q2 1,054,250 3.15 Reduce 10.07% 0.28 $90.94–128.28 · VW $107.86i $126,394,000 SEC
2020   Q1 1,172,316 2.81 Add 1.14% 0.03 $82.00–147.38 · VW $117.15i $118,157,000 SEC
2019   Q4 1,159,054 2.44 Add 3.73% 0.09 $98.20–129.38 · VW $114.25i $146,505,000 SEC
2019   Q3 1,117,378 2.00 Add 2.39% 0.05 $93.39–121.80 · VW $106.67i $114,821,000 SEC
2019   Q2 1,091,297 2.10 Add 34.62% 0.54 $106.80–186.22 · VW $135.63i $128,075,000 SEC
2019   Q1 810,655 1.93 Add 44.79% 0.60 $153.78–176.89 · VW $166.57i $133,637,000 SEC
2018   Q4 559,883 1.29 Add 14.89% 0.17 $154.61–231.17 · VW $187.80i $88,797,000 SEC
2018   Q3 487,318 1.34 Add 21.54% 0.24 $207.95–274.00 · VW $232.18i $111,440,000 SEC
2018   Q2 400,965 1.09 Add 0.17% <0.01 $213.56–284.22 · VW $250.26i $97,434,000 SEC
2018   Q1 400,296 1.10 Reduce 4.88% 0.06 $207.74–270.58 · VW $241.76i $89,342,000 SEC
2017   Q4 420,811 1.22 Reduce 1.27% 0.02 $225.50–274.97 · VW $242.52i $98,558,000 SEC
2017   Q3 426,214 1.27 Reduce 2.85% 0.02 $179.63–248.00 · VW $224.49i $105,569,000 SEC
2017   Q2 438,696 0.86 Add 0.85% <0.01 $171.17–193.74 · VW $182.37i $78,465,000 SEC
2017   Q1 434,992 0.76 Add 2.33% 0.02 $165.82–188.54 · VW $175.07i $75,045,000 SEC
2016   Q4 425,073 0.67 $164.46 $69,906,000 SEC
2016   Q3 425,073 0.74 Add 0.32% <0.01 $155.28–197.80 · VW $172.25i $77,478,000 SEC
2016   Q2 423,730 0.72 $165.15 $69,979,000 SEC
2016   Q1 423,730 0.78 Reduce 2.35% 0.02 $139.61–193.73 · VW $170.61i $80,882,000 SEC
2015   Q4 433,948 0.74 Reduce 3.40% 0.02 $135.31–217.97 · VW $191.40i $82,033,000 SEC
2015   Q3 449,200 0.52 Buy 0.52 $100.00–210.00 · VW $156.78i $61,725,000 SEC
Price snapshot:
Current price$113.39
52-week low$84.64
52-week high$165.30