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  Loews Corp. (L)
← All L superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2015   Q4 0 0.00 Sell 100.00% 6.08 $33.84–38.88 · VW $36.36i SEC
2015   Q3 19,933,835 6.08 Reduce 32.47% 2.48 $34.40–38.19 · VW $36.83i $720,409,000 SEC
2015   Q2 29,518,033 7.65 Reduce 12.27% 1.07 $35.21–40.91 · VW $37.52i $1,136,739,000 SEC
2015   Q1 33,646,715 8.73 Reduce 1.08% 0.09 $39.35–42.59 · VW $40.69i $1,373,795,000 SEC
2014   Q4 34,012,698 8.31 Reduce 1.74% 0.14 $38.01–42.89 · VW $40.64i $1,429,214,000 SEC
2014   Q3 34,614,204 7.87 Reduce 1.94% 0.16 $39.38–43.89 · VW $41.64i $1,442,027,000 SEC
2014   Q2 35,300,094 8.26 Reduce 4.13% 0.36 $41.57–44.59 · VW $43.30i $1,553,557,000 SEC
2014   Q1 36,818,884 8.81 Add 5.24% 0.44 $42.29–45.43 · VW $43.62i $1,621,872,000 SEC
2013   Q4 34,984,792 8.26 Reduce 2.08% 0.18 $42.63–48.30 · VW $44.80i $1,687,666,000 SEC
2013   Q3 35,729,628 8.47 Reduce 2.95% 0.24 $44.09–49.43 · VW $46.96i $1,670,003,000 SEC
2013   Q2 36,813,889 8.17 Reduce 1.85% 0.14 $42.85–47.71 · VW $45.01i $1,634,537,000 SEC
2013   Q1 37,506,153 7.54 Reduce 0.49% 0.03 $42.50–47.10 · VW $45.14i $1,652,896,000 SEC
2012   Q4 37,689,638 7.10 Reduce 0.73% 0.05 $39.92–44.21 · VW $42.41i $1,535,853,000 SEC
2012   Q3 37,965,057 7.39 Reduce 0.24% 0.02 $39.57–43.36 · VW $41.27i $1,566,438,000 SEC
2012   Q2 38,058,157 7.73 Add 1.63% 0.12 $38.14–41.78 · VW $40.19i $1,556,959,000 SEC
2012   Q1 37,446,965 7.24 Reduce 0.50% 0.04 $37.99–41.80 · VW $39.56i $1,493,010,000 SEC
2011   Q4 37,636,365 7.46 Reduce 1.78% 0.13 $36.42–39.47 · VW $38.34i $1,417,009,000 SEC
2011   Q3 38,320,365 7.31 Add 16.51% 1.04 $32.90–41.66 · VW $37.66i $1,323,968,000 SEC
2011   Q2 32,889,865 6.44 Add 19.10% 1.03 $34.30–42.64 · VW $38.19i $1,384,334,000 SEC
2011   Q1 27,615,544 5.58 Add 15.76% 0.76 $40.73–44.46 · VW $42.40i $1,189,954,000 SEC
2010   Q4 23,856,347 4.52 Add 10.01% 0.41 $37.70–45.31 · VW $42.09i $928,250,000 SEC
2010   Q3 21,684,900 4.54 Add 209.26% 3.07 $35.45–40.34 · VW $37.73i $821,858,000 SEC
2010   Q2 7,011,979 1.45 Buy 1.45 $30.54–38.55 · VW $34.74i $233,569,000 SEC
Price snapshot:
Current price$116.50
52-week low$89.11
52-week high$119.10