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  Koninklijke Philips N.V. (PHG)
← All PHG superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2016   Q3 0 0.00 Sell 100.00% 2.33 $28.24–30.61 · VW $29.15i SEC
2016   Q2 9,054,394 2.33 Reduce 9.29% 0.26 $23.00–29.42 · VW $27.12i $225,817,000 SEC
2016   Q1 9,981,547 2.75 Reduce 6.89% 0.17 $24.90–28.75 · VW $26.86i $284,973,000 SEC
2015   Q4 10,720,684 2.47 Reduce 4.44% 0.10 $23.46–27.19 · VW $25.33i $272,841,000 SEC
2015   Q3 11,218,840 2.22 Reduce 13.86% 0.31 $23.16–27.51 · VW $25.97i $263,194,000 SEC
2015   Q2 13,023,500 2.23 Reduce 23.13% 0.71 $24.42–28.30 · VW $26.12i $331,578,000 SEC
2015   Q1 16,942,193 3.05 Reduce 7.36% 0.23 $27.22–30.43 · VW $28.31i $480,142,000 SEC
2014   Q4 18,289,110 3.08 Reduce 1.07% 0.03 $27.26–30.38 · VW $29.19i $530,384,000 SEC
2014   Q3 18,486,808 3.20 Add 16.89% 0.46 $26.34–32.14 · VW $29.51i $586,217,000 SEC
2014   Q2 15,816,052 2.67 Add 4.11% 0.11 $29.58–32.78 · VW $30.96i $502,317,000 SEC
2014   Q1 15,192,147 2.90 Add 0.20% <0.01 $30.80–35.96 · VW $32.77i $534,156,000 SEC
2013   Q4 15,162,171 2.74 Reduce 4.23% 0.11 $33.70–38.40 · VW $35.65i $560,545,000 SEC
2013   Q3 15,831,333 2.59 Reduce 17.42% 0.45 $31.19–35.93 · VW $34.29i $510,561,000 SEC
2013   Q2 19,169,750 2.61 Reduce 0.45% 0.01 $26.51–32.59 · VW $29.97i $521,226,000 SEC
2013   Q1 19,257,358 2.60 Reduce 6.06% 0.15 $26.59–31.00 · VW $28.62i $569,055,000 SEC
2012   Q4 20,499,068 2.51 Reduce 17.77% 0.49 $25.84–31.95 · VW $28.70i $544,046,000 SEC
2012   Q3 24,929,564 2.76 Reduce 4.75% 0.12 $22.81–26.38 · VW $25.02i $584,598,000 SEC
2012   Q2 26,173,601 2.56 Add 10.00% 0.23 $17.16–23.48 · VW $21.17i $514,835,000 SEC
2012   Q1 23,794,530 2.35 Add 0.19% <0.01 $17.49–21.62 · VW $18.97i $484,218,000 SEC
2011   Q4 23,749,430 2.62 Add 1.55% 0.04 $18.07–21.77 · VW $20.27i $497,550,000 SEC
2011   Q3 23,386,630 2.32 Add 56.38% 0.84 $16.26–22.78 · VW $19.79i $419,556,000 SEC
2011   Q2 14,954,630 1.79 Add 91.84% 0.86 $18.89–27.57 · VW $22.54i $384,035,000 SEC
2011   Q1 7,795,530 1.18 Reduce 1.40% 0.02 $26.64–33.55 · VW $29.35i $250,783,000 SEC
2010   Q4 7,906,030 1.18 Reduce 1.85% 0.03 $28.02–34.08 · VW $31.60i $242,715,000 SEC
2010   Q3 8,055,030 1.39 Reduce 3.61% 0.06 $26.81–34.27 · VW $29.39i $252,284,000 SEC
2010   Q2 8,356,930 1.55 Reduce 68.44% 3.36 $26.52–33.57 · VW $29.33i $249,371,000 SEC
2010   Q1 26,480,735 4.91 Reduce 12.01% 0.62 $27.48–36.06 · VW $31.12i $847,913,000 SEC
2009   Q4 30,096,075 5.20 Reduce 10.69% 0.46 $28.15–31.58 · VW $29.68i $886,028,000 SEC
2009   Q3 33,699,441 4.33 Reduce 0.67% 0.03 $21.16–28.50 · VW $25.71i $820,919,000 SEC
2009   Q2 33,926,786 3.76 Add 20.03% 0.63 $17.29–24.21 · VW $21.35i $624,931,000 SEC
2009   Q1 28,265,771 2.75 Add 0.77% 0.02 $13.91–19.95 · VW $17.60i $420,311,000 SEC
2008   Q4 28,050,579 3.58 Add 9.12% 0.30 $14.87–20.97 · VW $17.28i $557,364,000 SEC
2008   Q3 25,706,639 2.90 Add 9.51% 0.25 $14.71–33.41 · VW $21.50i $700,506,000 SEC
2008   Q2 23,473,639 2.80 Add 2.95% 0.08 $30.65–38.67 · VW $33.91i $793,409,000 SEC
2008   Q1 22,801,962 3.35 Reduce 2.54% 0.09 $36.25–40.20 · VW $38.29i $874,227,000 SEC
2007   Q4 23,395,962 3.64 Reduce 3.57% 0.14 $34.91–44.40 · VW $39.41i $1,000,177,000 SEC
2007   Q3 24,261,462 3.85 Reduce 2.60% 0.10 $38.91–45.57 · VW $42.03i $1,090,311,000 SEC
2007   Q2 24,908,862 3.93 Reduce 0.51% 0.02 $35.59–45.90 · VW $40.35i $1,054,143,000 SEC
2007   Q1 25,037,687 4.00 Reduce 3.67% 0.16 $35.35–42.84 · VW $40.20i $953,936,000 SEC
2006   Q4 25,991,601 4.27 Reduce 16.91% 0.83 $36.17–39.38 · VW $37.42i $976,764,000 SEC
2006   Q3 31,280,876 4.92 Reduce 5.82% 0.29 $33.40–37.96 · VW $36.23i $1,095,143,000 SEC
2006   Q2 33,214,534 4.92 Add 0.10% <0.01 $27.36–34.52 · VW $32.07i $1,034,300,000 SEC
2006   Q1 33,182,134 5.10 Reduce 2.64% 0.13 $30.31–35.07 · VW $32.33i $1,116,578,000 SEC
2005   Q4 34,083,634 4.88 Reduce 0.86% 0.04 $28.10–34.05 · VW $31.56i $1,060,001,000 SEC
2005   Q3 34,380,431 4.44 Reduce 1.08% 0.05 $25.12–28.14 · VW $27.07i $917,270,000 SEC
2005   Q2 34,755,931 4.82 Add 1.83% 0.09 $25.00–27.78 · VW $26.44i $875,502,000 SEC
2005   Q1 34,131,031 5.66 Add 6.89% 0.36 $24.29–28.84 · VW $26.25i $939,286,000 SEC
2004   Q4 31,929,934 5.30 Add 14.79% 0.68 $23.97–28.13 · VW $26.61i $846,143,000 SEC
2004   Q3 27,817,134 4.30 Add 126.03% 2.40 $22.14–26.40 · VW $24.76i $637,290,000 SEC
2004   Q2 12,306,934 2.34 Add 6.98% 0.15 $21.89–27.98 · VW $24.36i $334,749,000 SEC
2004   Q1 11,503,934 2.34 Reduce 4.42% 0.10 $24.93–31.20 · VW $27.83i $333,384,000 SEC
2003   Q4 12,036,534 2.36 Reduce 0.22% <0.01 $27.53–33.38 · VW $30.44i $350,143,000 SEC
2003   Q3 12,062,534 1.97 Reduce 1.89% 0.03 $22.60–28.70 · VW $26.57i $276,473,000 SEC
2003   Q2 12,295,534 1.67 Add 4.04% 0.07 $18.50–24.90 · VW $22.60i $234,967,000 SEC
2003   Q1 11,817,534 1.53 Add 50.08% 0.51 $13.80–19.83 · VW $17.76i $184,236,000 SEC
2002   Q4 7,873,969 1.14 Add 66.70% 0.46 $15.57–22.94 · VW $18.40i $139,212,000 SEC
2002   Q3 4,723,369 0.62 Add 256.21% 0.44 $12.75–22.40 · VW $18.92i $68,630,000 SEC
2002   Q2 1,326,000 0.31 Reduce 29.13% 0.14 $17.51–30.50 · VW $22.74i $36,598,000 SEC
2002   Q1 1,870,900 0.48 $30.30 $56,693,000 SEC
2001   Q4 1,870,900 0.48 Reduce 28.34% 0.13 $24.41–31.56 · VW $27.31i $54,790,000 SEC
2001   Q3 2,610,900 0.47 Buy 0.47 $15.03–29.35 · VW $23.82i $50,515,000 SEC
Price snapshot:
Current price$27.34
52-week low$22.97
52-week high$32.19