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  CNX Resources Corp. (CNX)
← All CNX superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 4,014,111 7.61 Reduce 15.24% 1.18 $33.82–43.62 · VW $39.21i $154,743,979 SEC
2025   Q4 4,735,824 7.76 Reduce 0.35% 0.03 $31.47–42.13 · VW $36.21i $174,136,249 SEC
2025   Q3 4,752,629 7.79 Add 6.50% 0.48 $27.72–35.41 · VW $30.91i $152,654,444 SEC
2025   Q2 4,462,756 7.58 Reduce 6.76% 0.54 $27.68–35.05 · VW $31.30i $150,305,623 SEC
2025   Q1 4,786,178 8.03 Add 6.66% 0.50 $27.00–39.00 · VW $30.39i $150,668,885 SEC
2024   Q4 4,487,144 7.77 Reduce 27.30% 2.59 $31.77–41.93 · VW $36.58i $164,543,570 SEC
2024   Q3 6,172,002 9.48 Reduce 14.33% 1.09 $23.85–32.75 · VW $27.55i $201,022,106 SEC
2024   Q2 7,204,242 7.63 Reduce 20.43% 1.69 $22.82–26.57 · VW $24.57i $175,063,081 SEC
2024   Q1 9,053,945 8.25 Add 8.58% 0.65 $19.07–24.00 · VW $21.16i $214,759,575 SEC
2023   Q4 8,338,233 6.41 Reduce 11.07% 0.87 $19.34–23.68 · VW $21.24i $166,764,660 SEC
2023   Q3 9,375,664 7.84 Reduce 22.89% 1.74 $17.27–23.03 · VW $21.04i $211,702,493 SEC
2023   Q2 12,159,047 7.60 Reduce 11.63% 0.87 $14.36–18.02 · VW $16.02i $215,458,312 SEC
2023   Q1 13,758,674 7.45 Add 19.85% 1.23 $14.47–17.01 · VW $15.87i $220,413,958 SEC
2022   Q4 11,479,566 6.78 Reduce 24.35% 1.44 $15.67–18.81 · VW $17.18i $193,315,892 SEC
2022   Q3 15,175,463 5.93 Reduce 4.01% 0.22 $14.55–19.76 · VW $16.94i $235,675,000 SEC
2022   Q2 15,809,177 5.49 Reduce 30.46% 2.54 $16.16–24.21 · VW $20.25i $260,219,000 SEC
2022   Q1 22,734,443 8.33 Reduce 17.22% 1.09 $13.68–21.70 · VW $17.02i $471,058,000 SEC
2021   Q4 27,462,211 6.34 Reduce 2.49% 0.17 $12.35–16.08 · VW $14.12i $377,605,000 SEC
2021   Q3 28,164,597 6.74 Reduce 0.01% <0.01 $10.41–14.18 · VW $12.15i $355,437,000 SEC
2021   Q2 28,166,481 7.74 Reduce 4.65% 0.43 $12.87–15.35 · VW $13.87i $384,754,000 SEC
2021   Q1 29,541,009 9.29 Reduce 16.80% 1.44 $10.93–15.89 · VW $13.39i $434,252,000 SEC
2020   Q4 35,507,974 8.56 Reduce 0.22% 0.02 $8.31–12.00 · VW $10.07i $383,486,000 SEC
2020   Q3 35,587,117 8.65 Reduce 3.79% 0.30 $7.97–12.27 · VW $10.06i $335,943,000 SEC
2020   Q2 36,987,101 7.98 Reduce 23.43% 1.43 $5.03–14.19 · VW $9.94i $319,938,000 SEC
2020   Q1 48,306,964 6.11 Reduce 3.92% 0.29 $4.26–9.30 · VW $6.53i $256,993,000 SEC
2019   Q4 50,279,156 7.42 Reduce 6.34% 0.43 $6.42–9.43 · VW $8.01i $444,971,000 SEC
2019   Q3 53,682,771 6.80 Reduce 3.07% 0.20 $6.14–9.18 · VW $7.66i $389,737,000 SEC
2019   Q2 55,382,914 6.64 Add 17.72% 1.00 $6.78–11.04 · VW $8.25i $404,849,000 SEC
2019   Q1 47,048,157 7.31 Reduce 4.03% 0.33 $9.58–13.63 · VW $11.17i $506,709,000 SEC
2018   Q4 49,021,695 8.14 Reduce 2.55% 0.22 $10.78–16.09 · VW $13.79i $559,828,000 SEC
2018   Q3 50,305,672 8.64 Reduce 0.52% 0.05 $13.90–18.37 · VW $15.65i $719,875,000 SEC
2018   Q2 50,568,963 10.05 Reduce 1.63% 0.16 $14.21–18.09 · VW $16.05i $899,116,000 SEC
2018   Q1 51,405,677 9.75 Add 3.09% 0.29 $11.69–18.09 · VW $15.19i $793,189,000 SEC
2017   Q4 49,863,263 9.03 Buy 9.03 $12.51–15.51 · VW $13.86i $729,499,000 SEC
Price snapshot:
Current price$32.34
Avg. buy price$16.77
+/- since buy92.81%
52-week low$27.72
52-week high$43.62