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  Fair Isaac Corp. (FICO)
← All FICO superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2011   Q4 0 0.00 Sell 100.00% 0.06 $20.05–38.49 · VW $31.46i SEC
2011   Q3 505,527 0.06 Reduce 86.73% 0.46 $20.89–31.04 · VW $24.59i $11,036,000 SEC
2011   Q2 3,809,975 0.54 Reduce 48.78% 0.54 $27.79–31.78 · VW $29.92i $115,061,000 SEC
2011   Q1 7,438,679 1.10 Reduce 13.63% 0.13 $22.16–31.81 · VW $28.53i $235,136,000 SEC
2010   Q4 8,612,544 0.98 Reduce 7.95% 0.10 $22.95–26.00 · VW $24.11i $201,275,000 SEC
2010   Q3 9,356,483 1.27 Reduce 0.36% <0.01 $21.24–25.27 · VW $23.72i $230,730,000 SEC
2010   Q2 9,390,483 1.27 $21.79 $204,618,000 SEC
2010   Q1 9,390,483 1.38 Reduce 1.07% 0.01 $19.54–27.00 · VW $23.96i $237,955,000 SEC
2009   Q4 9,491,578 1.19 Add 19.98% 0.20 $17.63–23.08 · VW $20.67i $202,265,000 SEC
2009   Q3 7,911,200 0.90 Add 10.21% 0.08 $13.68–24.49 · VW $19.89i $170,012,000 SEC
2009   Q2 7,178,400 0.67 $15.46 $110,978,000 SEC
2009   Q1 7,178,400 0.66 $14.07 $101,000,000 SEC
2008   Q4 7,178,400 0.78 $16.86 $121,028,000 SEC
2008   Q3 7,178,400 0.68 Add 11.14% 0.07 $18.76–27.84 · VW $23.22i $165,462,000 SEC
2008   Q2 6,458,600 0.47 Add 2.68% 0.01 $19.82–26.95 · VW $22.51i $134,145,000 SEC
2008   Q1 6,290,000 0.52 Add 16.53% 0.07 $20.70–32.28 · VW $24.83i $135,361,000 SEC
2007   Q4 5,397,810 0.63 Add 45.43% 0.20 $32.08–40.63 · VW $34.95i $173,539,000 SEC
2007   Q3 3,711,550 0.47 Add 92.14% 0.23 $35.33–40.60 · VW $37.35i $134,024,000 SEC
2007   Q2 1,931,700 0.29 $40.12 $77,500,000 SEC
2007   Q1 1,931,700 0.31 $38.68 $74,718,000 SEC
2006   Q4 1,931,700 0.34 Add 186.64% 0.22 $35.61–42.97 · VW $39.74i $78,524,000 SEC
2006   Q3 673,900 0.11 Buy 0.11 $32.51–37.38 · VW $35.49i $24,644,000 SEC
2005   Q3 0 0.00 Sell 100.00% <0.01 $35.59–45.24 · VW $41.88i SEC
2005   Q2 6,200 <0.01 $36.45 $226,000 SEC
2005   Q1 6,200 <0.01 $34.52 $214,000 SEC
2004   Q4 6,200 <0.01 Buy <0.01 $28.31–36.94 · VW $33.98i $227,000 SEC
Price snapshot:
Current price$1,278.25
52-week low$870.01
52-week high$1,998.01