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  FedEx Corp. (FDX)
← All FDX superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 307,141 4.34 Reduce 31.08% 1.44 $231.87–316.57 · VW $278.48i $88,152,769 SEC
2025   Q4 445,670 4.62 Reduce 4.08% 0.18 $180.99–239.32 · VW $217.69i $103,735,981 SEC
2025   Q3 464,606 4.51 Reduce 1.36% 0.06 $174.13–198.03 · VW $187.39i $88,282,548 SEC
2025   Q2 471,004 4.35 Reduce 2.36% 0.12 $156.57–198.00 · VW $179.25i $86,272,328 SEC
2025   Q1 482,394 5.05 Reduce 9.67% 0.55 $175.04–227.22 · VW $199.56i $94,760,698 SEC
2024   Q4 534,051 5.72 Reduce 3.26% 0.19 $207.98–248.61 · VW $227.76i $121,067,272 SEC
2024   Q3 552,074 5.74 Reduce 12.81% 0.85 $204.27–252.89 · VW $225.90i $121,749,832 SEC
2024   Q2 633,199 6.67 Reduce 5.90% 0.36 $195.75–243.68 · VW $227.01i $152,988,263 SEC
2024   Q1 672,930 6.04 Add 11.78% 0.64 $188.92–234.71 · VW $219.03i $157,110,936 SEC
2023   Q4 602,025 4.72 Reduce 18.72% 1.10 $181.06–230.08 · VW $204.99i $122,719,035 SEC
2023   Q3 740,664 5.86 Reduce 9.64% 0.56 $198.27–218.33 · VW $210.02i $158,111,674 SEC
2023   Q2 819,709 5.78 Add 1.26% 0.07 $172.29–201.51 · VW $191.19i $163,743,652 SEC
2023   Q1 809,525 5.04 Reduce 16.90% 0.81 $140.64–184.42 · VW $169.72i $149,047,911 SEC
2022   Q4 974,166 4.77 Reduce 33.84% 1.50 $119.24–148.58 · VW $135.80i $135,959,402 SEC
2022   Q3 1,472,358 4.44 Reduce 13.43% 0.88 $114.36–194.12 · VW $142.70i $176,150,000 SEC
2022   Q2 1,700,805 6.55 Reduce 1.30% 0.07 $155.37–200.45 · VW $179.50i $310,709,000 SEC
2022   Q1 1,723,173 5.68 Reduce 4.06% 0.26 $160.38–214.98 · VW $187.27i $321,294,000 SEC
2021   Q4 1,796,129 6.28 Add 26.02% 1.30 $174.33–209.91 · VW $197.55i $374,336,000 SEC
2021   Q3 1,425,238 4.78 Add 35.74% 1.26 $176.49–243.88 · VW $199.02i $251,846,000 SEC
2021   Q2 1,049,944 5.07 Reduce 0.06% <0.01 $220.95–257.78 · VW $239.71i $252,401,000 SEC
2021   Q1 1,050,577 5.14 Reduce 4.41% 0.23 $189.19–232.19 · VW $216.76i $240,456,000 SEC
2020   Q4 1,099,042 5.13 Reduce 13.56% 0.90 $201.45–246.30 · VW $218.98i $229,922,000 SEC
2020   Q3 1,271,403 6.64 Reduce 51.44% 3.80 $123.82–209.47 · VW $178.65i $257,682,000 SEC
2020   Q2 2,618,297 7.38 Reduce 17.76% 1.31 $83.32–120.86 · VW $105.72i $295,841,000 SEC
2020   Q1 3,183,706 7.40 Add 5.58% 0.39 $71.47–133.16 · VW $100.78i $311,084,000 SEC
2019   Q4 3,015,307 6.12 Reduce 4.37% 0.28 $111.02–135.67 · VW $122.85i $367,401,000 SEC
2019   Q3 3,153,105 6.45 Reduce 2.41% 0.17 $114.82–143.84 · VW $125.32i $369,861,000 SEC
2019   Q2 3,230,867 7.01 Reduce 10.74% 0.82 $121.42–160.61 · VW $138.11i $427,459,000 SEC
2019   Q1 3,619,646 7.63 Add 10.38% 0.72 $126.48–150.72 · VW $141.13i $529,122,000 SEC
2018   Q4 3,279,177 6.20 Add 3.59% 0.21 $121.63–196.25 · VW $149.29i $426,293,000 SEC
2018   Q3 3,165,565 7.37 Reduce 4.13% 0.28 $181.51–208.90 · VW $194.82i $614,211,000 SEC
2018   Q2 3,302,105 6.75 Reduce 1.92% 0.15 $179.24–214.88 · VW $192.36i $604,171,000 SEC
2018   Q1 3,366,768 8.01 Reduce 18.28% 1.88 $182.27–221.32 · VW $199.02i $651,406,000 SEC
2017   Q4 4,119,792 10.26 Reduce 15.27% 1.62 $172.58–205.57 · VW $193.08i $828,407,000 SEC
2017   Q3 4,862,219 10.63 Reduce 16.89% 1.90 $163.68–182.39 · VW $175.95i $883,820,000 SEC
2017   Q2 5,850,104 11.25 Reduce 16.20% 1.81 $147.37–175.95 · VW $166.15i $1,024,498,000 SEC
2017   Q1 6,981,228 11.16 Reduce 0.86% 0.09 $148.16–160.03 · VW $155.15i $1,097,814,000 SEC
2016   Q4 7,042,050 10.20 Reduce 14.14% 1.56 $135.37–162.43 · VW $149.28i $1,056,591,000 SEC
2016   Q3 8,201,319 11.06 Add 3.79% 0.40 $120.87–142.92 · VW $134.85i $1,154,397,000 SEC
2016   Q2 7,902,208 9.98 Reduce 4.73% 0.50 $116.84–136.42 · VW $125.19i $966,476,000 SEC
2016   Q1 8,294,336 10.50 Add 8.96% 0.86 $96.46–132.83 · VW $120.14i $1,087,554,000 SEC
2015   Q4 7,612,318 8.27 Reduce 3.95% 0.31 $113.53–132.91 · VW $122.16i $913,908,000 SEC
2015   Q3 7,925,159 7.76 Add 24.42% 1.52 $104.86–139.40 · VW $120.09i $919,472,000 SEC
2015   Q2 6,369,604 5.88 Reduce 5.39% 0.31 $132.38–149.23 · VW $139.64i $874,602,000 SEC
2015   Q1 6,732,328 5.71 Reduce 7.49% 0.44 $131.83–146.24 · VW $137.13i $897,553,000 SEC
2014   Q4 7,277,751 5.92 Reduce 37.50% 3.10 $119.91–147.87 · VW $135.91i $1,018,416,000 SEC
2014   Q3 11,644,598 8.27 Reduce 24.40% 2.44 $116.91–132.02 · VW $126.34i $1,514,924,000 SEC
2014   Q2 15,403,584 9.99 Reduce 5.15% 0.49 $105.27–122.39 · VW $116.55i $1,878,964,000 SEC
2014   Q1 16,240,783 9.43 Reduce 1.79% 0.17 $103.28–116.35 · VW $108.82i $1,734,793,000 SEC
2013   Q4 16,537,236 9.38 Reduce 14.03% 1.26 $89.65–116.14 · VW $107.21i $1,915,841,000 SEC
2013   Q3 19,235,577 8.97 Reduce 4.58% 0.37 $78.60–95.33 · VW $88.63i $1,768,712,000 SEC
2013   Q2 20,159,184 8.01 Reduce 2.13% 0.16 $73.01–83.38 · VW $78.61i $1,601,364,000 SEC
2013   Q1 20,598,730 7.44 Add 1.86% 0.14 $75.24–88.36 · VW $80.91i $1,629,972,000 SEC
2012   Q4 20,222,202 6.91 Reduce 2.54% 0.17 $67.86–76.91 · VW $72.89i $1,494,586,000 SEC
2012   Q3 20,748,380 6.67 Add 22.86% 1.24 $67.62–75.08 · VW $70.30i $1,414,769,000 SEC
2012   Q2 16,887,421 6.19 Add 10.96% 0.61 $67.53–74.82 · VW $72.05i $1,246,621,000 SEC
2012   Q1 15,219,861 5.47 Add 4.47% 0.23 $66.71–78.32 · VW $73.04i $1,127,815,000 SEC
2011   Q4 14,569,205 5.16 Add 3.89% 0.19 $51.63–69.60 · VW $62.84i $980,399,000 SEC
2011   Q3 14,024,109 4.22 Add 40.92% 1.23 $52.01–79.50 · VW $62.02i $764,828,000 SEC
2011   Q2 9,951,930 3.54 Reduce 0.88% 0.03 $65.45–78.07 · VW $73.32i $760,629,000 SEC
2011   Q1 10,039,917 3.55 Reduce 0.79% 0.03 $68.52–79.39 · VW $74.43i $756,837,000 SEC
2010   Q4 10,119,962 3.69 Reduce 1.36% 0.05 $68.08–77.54 · VW $73.52i $758,467,000 SEC
2010   Q3 10,259,448 3.90 Add 28.13% 0.86 $56.23–71.28 · VW $65.47i $706,835,000 SEC
2010   Q2 8,007,281 2.81 Reduce 0.03% <0.01 $56.39–78.77 · VW $63.88i $452,369,000 SEC
2010   Q1 8,009,515 3.49 Reduce 2.00% 0.06 $60.57–75.47 · VW $70.44i $602,811,000 SEC
2009   Q4 8,172,582 3.22 Reduce 2.40% 0.06 $57.84–74.61 · VW $66.56i $549,558,000 SEC
2009   Q3 8,373,702 2.68 Reduce 0.50% 0.01 $42.37–64.47 · VW $55.82i $507,550,000 SEC
2009   Q2 8,415,896 2.27 Add 11.06% 0.23 $35.41–50.09 · VW $43.44i $377,190,000 SEC
2009   Q1 7,578,044 1.78 Reduce 26.20% 0.89 $27.41–52.18 · VW $38.48i $271,675,000 SEC
2008   Q4 10,268,162 3.41 Reduce 40.15% 1.82 $43.43–65.65 · VW $53.59i $530,783,000 SEC
2008   Q3 17,155,079 4.52 Reduce 0.10% <0.01 $57.48–77.88 · VW $66.35i $1,092,617,000 SEC
2008   Q2 17,171,584 3.84 Add 7.20% 0.26 $61.49–80.15 · VW $68.37i $1,090,209,000 SEC
2008   Q1 16,017,827 4.59 Add 57.19% 1.67 $64.46–75.99 · VW $71.71i $1,196,109,000 SEC
2007   Q4 10,190,063 2.66 Add 7.23% 0.18 $71.72–87.14 · VW $76.91i $732,190,000 SEC
2007   Q3 9,503,294 2.83 Reduce 0.75% 0.02 $80.02–95.97 · VW $86.80i $802,151,000 SEC
2007   Q2 9,575,272 3.19 $89.42 $856,219,000 SEC
2007   Q1 9,575,272 3.48 Reduce 0.72% 0.03 $85.65–97.84 · VW $90.02i $828,906,000 SEC
2006   Q4 9,644,721 3.69 Reduce 0.33% 0.01 $85.97–96.06 · VW $89.85i $844,166,000 SEC
2006   Q3 9,676,366 3.81 Reduce 0.03% <0.01 $78.80–95.68 · VW $87.35i $847,403,000 SEC
2006   Q2 9,678,848 4.33 Reduce 6.48% 0.28 $83.59–96.70 · VW $91.49i $911,418,000 SEC
2006   Q1 10,349,236 4.30 Reduce 15.73% 0.74 $77.76–93.47 · VW $87.41i $941,856,000 SEC
2005   Q4 12,281,722 4.71 Reduce 9.62% 0.44 $68.56–85.27 · VW $79.05i $1,023,213,000 SEC
2005   Q3 13,589,714 4.62 Add 0.68% 0.03 $61.89–70.42 · VW $67.51i $954,127,000 SEC
2005   Q2 13,497,880 4.85 Reduce 0.69% 0.04 $64.10–76.53 · VW $68.64i $881,114,000 SEC
2005   Q1 13,592,196 6.20 Reduce 0.28% 0.02 $72.32–82.09 · VW $76.70i $1,028,998,000 SEC
2004   Q4 13,630,371 6.77 Reduce 6.01% 0.41 $68.15–81.32 · VW $76.28i $1,081,753,000 SEC
2004   Q3 14,501,491 6.75 Reduce 1.83% 0.12 $61.44–71.64 · VW $67.38i $1,001,315,000 SEC
2004   Q2 14,771,284 6.78 Reduce 0.55% 0.03 $55.88–65.93 · VW $62.55i $972,334,000 SEC
2004   Q1 14,853,190 6.30 Reduce 0.39% 0.02 $52.25–60.64 · VW $57.82i $899,569,000 SEC
2003   Q4 14,911,517 5.46 Reduce 8.83% 0.53 $51.98–62.89 · VW $56.42i $811,061,000 SEC
2003   Q3 16,356,041 6.04 Reduce 5.59% 0.34 $48.86–55.60 · VW $52.13i $849,170,000 SEC
2003   Q2 17,323,649 6.17 Reduce 1.38% 0.09 $43.84–52.66 · VW $48.83i $865,902,000 SEC
2003   Q1 17,566,140 6.46 Add 0.23% 0.01 $38.44–47.22 · VW $43.34i $779,506,000 SEC
2002   Q4 17,525,684 6.29 Reduce 17.41% 1.34 $37.90–45.32 · VW $42.30i $765,707,000 SEC
2002   Q3 21,221,073 7.70 Reduce 3.38% 0.27 $34.45–43.45 · VW $39.41i $856,196,000 SEC
2002   Q2 21,962,365 7.92 Reduce 0.98% 0.09 $38.07–46.48 · VW $42.53i $945,036,000 SEC
2002   Q1 22,178,920 8.82 Reduce 1.59% 0.13 $39.24–49.44 · VW $45.17i $1,038,352,000 SEC
2001   Q4 22,538,065 8.18 Reduce 2.56% 0.16 $28.40–43.09 · VW $37.77i $942,203,000 SEC
2001   Q3 23,130,933 6.32 Add 0.64% 0.04 $26.71–35.12 · VW $30.48i $684,981,000 SEC
2001   Q2 22,984,495 6.43 Add 7.96% 0.47 $28.61–35.25 · VW $32.08i $744,542,000 SEC
2001   Q1 21,289,555 6.14 Add 0.58% 0.04 $30.62–37.03 · VW $33.74i $715,027,000 SEC
2000   Q4 21,166,696 5.53 Add 0.28% 0.02 $29.29–40.17 · VW $33.89i $681,564,000 SEC
2000   Q3 21,107,376 6.71 Add 0.89% 0.06 $30.57–36.29 · VW $34.20i $754,151,000 SEC
2000   Q2 20,920,357 5.99 Reduce 2.37% 0.16 $26.79–34.20 · VW $30.54i $640,592,000 SEC
2000   Q1 21,429,087 6.56 Buy 6.56 $24.63–38.63 · VW $31.51i $670,199,000 SEC
Price snapshot:
Current price$313.74
Avg. buy price$142.22
+/- since buy120.60%
52-week low$170.81
52-week high$344.08