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  The Bank of New York Mellon Cor (BNY)
← All BNY superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2015   Q2 0 0.00 Sell 100.00% 1.85 $40.53–44.99 · VW $42.97i SEC
2015   Q1 7,215,441 1.85 Reduce 6.48% 0.12 $36.03–43.11 · VW $40.49i $290,350,000 SEC
2014   Q4 7,715,683 1.82 Reduce 53.34% 1.86 $35.63–41.79 · VW $37.81i $313,025,000 SEC
2014   Q3 16,535,281 3.49 Reduce 52.14% 3.59 $35.06–40.80 · VW $38.19i $640,411,000 SEC
2014   Q2 34,546,139 6.88 Reduce 5.53% 0.39 $33.27–40.06 · VW $37.46i $1,294,789,000 SEC
2014   Q1 36,567,504 7.01 Reduce 7.12% 0.48 $30.82–35.88 · VW $33.52i $1,290,467,000 SEC
2013   Q4 39,369,655 6.73 Reduce 2.96% 0.18 $31.66–35.66 · VW $33.09i $1,375,575,000 SEC
2013   Q3 40,568,796 6.21 Reduce 4.66% 0.28 $29.52–32.25 · VW $31.19i $1,224,772,000 SEC
2013   Q2 42,552,699 5.97 Reduce 3.14% 0.18 $27.54–32.36 · VW $30.45i $1,193,603,000 SEC
2013   Q1 43,932,417 5.61 Reduce 2.39% 0.13 $26.64–29.13 · VW $28.00i $1,229,669,000 SEC
2012   Q4 45,007,723 5.34 Reduce 1.56% 0.08 $23.26–27.45 · VW $25.96i $1,156,699,000 SEC
2012   Q3 45,719,955 4.88 Add 3.54% 0.17 $20.42–25.26 · VW $23.46i $1,034,185,000 SEC
2012   Q2 44,158,380 4.82 Add 1.87% 0.09 $19.30–24.21 · VW $21.60i $969,277,000 SEC
2012   Q1 43,346,080 5.08 Add 1.40% 0.07 $20.33–24.72 · VW $22.90i $1,045,941,000 SEC
2011   Q4 42,745,880 4.48 Add 4.74% 0.20 $17.67–22.08 · VW $19.96i $851,071,000 SEC
2011   Q3 40,809,980 4.19 Add 18.44% 0.65 $17.10–25.53 · VW $21.30i $758,657,000 SEC
2011   Q2 34,456,580 4.11 Add 12.79% 0.47 $24.15–29.25 · VW $26.17i $882,778,000 SEC
2011   Q1 30,550,014 4.28 Reduce 2.38% 0.11 $28.07–32.32 · VW $29.78i $912,529,000 SEC
2010   Q4 31,296,014 4.60 Add 7.05% 0.30 $24.77–32.50 · VW $29.50i $945,140,000 SEC
2010   Q3 29,236,123 4.22 Reduce 0.45% 0.02 $23.78–27.11 · VW $25.32i $763,940,000 SEC
2010   Q2 29,369,123 4.50 Add 88.99% 2.12 $24.13–31.71 · VW $26.97i $725,124,000 SEC
2010   Q1 15,540,123 2.78 Reduce 0.51% 0.01 $26.35–32.65 · VW $30.04i $479,879,000 SEC
2009   Q4 15,620,000 2.56 Buy 2.56 $25.80–31.30 · VW $28.73i $436,891,000 SEC
Price snapshot:
Current price$151.27
52-week low$91.65
52-week high$155.08