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  Lumen Technologies, Inc. (LUMN)
← All LUMN superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2023   Q2 0 0.00 Sell 100.00% 2.88 $1.40–2.36 · VW $1.78i SEC
2023   Q1 32,090,038 2.88 Reduce 19.55% 1.43 $1.85–3.47 · VW $2.43i $85,038,601 SEC
2022   Q4 39,886,141 7.30 Reduce 31.97% 3.44 $3.30–6.09 · VW $4.26i $208,205,656 SEC
2022   Q3 58,627,580 10.75 Reduce 5.43% 0.77 $5.29–10.19 · VW $6.98i $426,809,000 SEC
2022   Q2 61,990,676 14.26 Reduce 0.83% 0.10 $9.94–12.28 · VW $10.73i $676,318,000 SEC
2022   Q1 62,507,658 12.45 Reduce 3.02% 0.41 $10.00–12.54 · VW $11.59i $704,461,000 SEC
2021   Q4 64,453,082 13.57 Reduce 1.88% 0.29 $9.31–13.93 · VW $11.20i $808,886,000 SEC
2021   Q3 65,690,148 15.45 Add 6.54% 0.95 $11.71–14.50 · VW $12.85i $813,901,000 SEC
2021   Q2 61,657,646 16.85 Reduce 0.73% 0.13 $11.09–15.45 · VW $12.95i $837,927,000 SEC
2021   Q1 62,113,933 17.74 Reduce 4.59% 0.65 $12.34–14.81 · VW $13.66i $829,222,000 SEC
2020   Q4 65,104,368 14.18 Add 3.43% 0.47 $9.66–16.60 · VW $12.85i $634,768,000 SEC
2020   Q3 62,945,997 16.36 Add 1.72% 0.28 $8.51–11.23 · VW $10.06i $635,125,000 SEC
2020   Q2 61,882,887 15.48 Reduce 7.91% 1.20 $9.43–11.56 · VW $10.58i $620,686,000 SEC
2020   Q1 67,200,639 15.12 Reduce 6.11% 0.96 $8.16–13.15 · VW $10.38i $635,718,000 SEC
2019   Q4 71,575,248 15.76 Reduce 2.83% 0.45 $11.54–15.30 · VW $12.97i $945,509,000 SEC
2019   Q3 73,661,561 16.03 Reduce 1.66% 0.24 $11.21–15.29 · VW $13.66i $919,296,000 SEC
2019   Q2 74,903,650 14.45 Add 11.36% 1.47 $9.98–12.44 · VW $11.27i $880,867,000 SEC
2019   Q1 67,263,601 11.63 Add 4.52% 0.50 $9.64–13.20 · VW $11.10i $806,490,000 SEC
2018   Q4 64,355,781 14.18 Reduce 5.55% 0.96 $12.74–19.05 · VW $14.99i $974,990,000 SEC
2018   Q3 68,134,589 17.34 Reduce 3.89% 0.57 $17.65–23.23 · VW $19.89i $1,444,453,000 SEC
2018   Q2 70,890,265 14.77 Reduce 0.93% 0.13 $17.29–24.20 · VW $20.95i $1,321,394,000 SEC
2018   Q1 71,556,102 14.45 Add 0.10% 0.01 $15.48–19.88 · VW $17.86i $1,175,667,000 SEC
2017   Q4 71,486,921 14.76 Buy 14.76 $13.81–19.47 · VW $16.98i $1,192,401,000 SEC
2001   Q4 0 0.00 Sell 100.00% 1.50 $28.80–35.79 · VW $32.60i SEC
2001   Q3 4,840,300 1.50 Buy 1.50 $28.30–35.45 · VW $32.52i $162,150,000 SEC
Price snapshot:
Current price$6.45
52-week low$3.37
52-week high$11.95