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  CEMEX, S.A.B. de C.V. (CX)
← All CX superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2013   Q4 0 0.00 Sell 100.00% 2.01 $8.39–10.14 · VW $9.39i SEC
2013   Q3 41,384,522 2.01 Reduce 14.19% 0.31 $8.69–10.71 · VW $9.77i $395,500,000 SEC
2013   Q2 48,230,047 2.18 Reduce 23.37% 0.67 $7.80–10.74 · VW $9.51i $436,184,000 SEC
2013   Q1 62,940,433 2.88 Reduce 35.38% 1.29 $8.08–10.25 · VW $9.11i $631,653,000 SEC
2012   Q4 97,395,502 3.65 Reduce 14.85% 0.55 $6.63–8.33 · VW $7.46i $790,113,000 SEC
2012   Q3 114,386,420 3.69 Reduce 29.18% 1.30 $5.16–7.18 · VW $6.18i $783,164,000 SEC
2012   Q2 161,527,648 4.44 Add 0.18% <0.01 $4.06–6.48 · VW $5.30i $893,502,000 SEC
2012   Q1 161,237,815 4.99 Reduce 27.18% 1.35 $4.19–6.85 · VW $5.81i $1,028,399,000 SEC
2011   Q4 221,411,727 4.97 Reduce 1.32% 0.04 $1.79–4.43 · VW $3.36i $943,168,000 SEC
2011   Q3 224,362,746 3.10 Add 10.98% 0.31 $2.47–6.88 · VW $4.36i $560,322,000 SEC
2011   Q2 202,170,016 6.39 Add 17.21% 0.94 $5.97–7.34 · VW $6.72i $1,374,090,000 SEC
2011   Q1 172,479,445 5.71 Add 2.64% 0.15 $6.59–8.81 · VW $7.29i $1,217,275,000 SEC
2010   Q4 168,039,076 6.92 Reduce 0.89% 0.06 $6.04–8.65 · VW $7.20i $1,422,327,000 SEC
2010   Q3 169,544,545 6.29 Add 0.65% 0.04 $5.90–7.98 · VW $6.94i $1,138,945,000 SEC
2010   Q2 168,449,894 7.99 Add 1.31% 0.10 $7.59–9.96 · VW $8.68i $1,287,351,000 SEC
2010   Q1 166,270,861 7.77 Add 26.43% 1.62 $6.98–9.94 · VW $7.93i $1,341,658,000 SEC
2009   Q4 131,516,374 7.21 Reduce 2.48% 0.18 $7.93–11.03 · VW $9.02i $1,228,563,000 SEC
2009   Q3 134,854,106 7.26 Reduce 4.06% 0.25 $6.02–11.53 · VW $9.47i $1,376,977,000 SEC
2009   Q2 140,554,013 6.24 Add 0.40% 0.02 $4.56–9.00 · VW $6.76i $1,037,504,000 SEC
2009   Q1 139,999,909 4.35 Add 9.45% 0.38 $2.99–8.18 · VW $5.09i $664,928,000 SEC
2008   Q4 127,906,671 5.71 Add 21.98% 1.03 $3.05–13.29 · VW $6.67i $888,395,000 SEC
2008   Q3 104,862,428 5.68 Add 14.19% 0.71 $12.08–19.34 · VW $15.38i $1,372,207,000 SEC
2008   Q2 91,830,945 6.07 Add 6.24% 0.36 $17.74–24.78 · VW $20.74i $1,723,664,000 SEC
2008   Q1 86,439,842 6.58 Add 5.91% 0.37 $15.85–22.37 · VW $19.74i $1,715,749,000 SEC
2007   Q4 81,615,127 5.83 Add 0.49% 0.03 $18.85–25.38 · VW $21.84i $1,603,238,000 SEC
2007   Q3 81,218,912 6.52 Add 12.93% 0.75 $21.34–28.87 · VW $24.23i $1,846,654,000 SEC
2007   Q2 71,921,921 7.52 Add 3.62% 0.26 $24.29–31.43 · VW $27.44i $2,016,760,000 SEC
2007   Q1 69,411,438 7.24 Reduce 1.33% 0.10 $23.62–28.88 · VW $25.79i $1,727,464,000 SEC
2006   Q4 70,343,791 7.92 Reduce 0.34% 0.02 $22.46–25.83 · VW $24.20i $1,811,073,000 SEC
2006   Q3 70,584,209 7.25 Add 1.16% 0.08 $20.33–23.42 · VW $22.01i $1,613,437,000 SEC
2006   Q2 69,771,729 7.18 Reduce 0.66% 0.05 $18.06–27.39 · VW $22.58i $1,510,297,000 SEC
2006   Q1 70,232,974 7.95 Reduce 26.44% 2.62 $21.28–25.51 · VW $23.95i $1,742,039,000 SEC
2005   Q4 95,481,620 9.92 Reduce 0.95% 0.09 $17.77–23.55 · VW $20.52i $2,152,438,000 SEC
2005   Q3 96,401,822 9.28 Reduce 1.94% 0.17 $15.91–20.46 · VW $18.57i $1,915,682,000 SEC
2005   Q2 98,310,929 8.73 Add 9.03% 0.72 $12.97–16.64 · VW $14.54i $1,584,562,000 SEC
2005   Q1 90,170,635 7.48 Add 27.60% 1.62 $13.11–16.16 · VW $14.39i $1,241,966,000 SEC
2004   Q4 70,664,315 6.12 Buy 6.12 $10.31–13.89 · VW $12.27i $977,860,000 SEC
Price snapshot:
Current price$12.45
52-week low$7.21
52-week high$13.64