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  PVH Corp. (PVH)
← All PVH superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 736,935 2.53 $69.76 $51,408,585 SEC
2025   Q4 736,935 2.20 Reduce 21.22% 0.85 $60.43–88.61 · VW $72.55i $49,389,384 SEC
2025   Q3 935,398 4.00 Reduce 31.72% 1.50 $72.25–89.79 · VW $82.27i $78,358,290 SEC
2025   Q2 1,369,854 4.74 Add 126.17% 2.64 $61.72–86.31 · VW $77.45i $93,971,985 SEC
2025   Q1 605,686 2.09 Add 18.76% 0.33 $59.28–87.93 · VW $76.99i $39,151,543 SEC
2024   Q4 510,017 2.55 Reduce 2.38% 0.06 $74.32–113.47 · VW $87.54i $53,934,298 SEC
2024   Q3 522,444 2.48 Add 0.05% <0.01 $90.17–109.60 · VW $102.71i $52,678,027 SEC
2024   Q2 522,158 2.41 Add 65.90% 0.96 $89.56–124.68 · VW $104.31i $55,280,868 SEC
2024   Q1 314,750 1.70 Reduce 58.08% 2.05 $104.72–141.15 · VW $121.96i $44,256,997 SEC
2023   Q4 750,885 3.53 Reduce 37.72% 1.29 $96.07–139.18 · VW $123.97i $91,698,077 SEC
2023   Q3 1,205,586 3.42 Reduce 1.06% 0.04 $69.27–99.05 · VW $88.70i $92,239,385 SEC
2023   Q2 1,218,553 3.65 Reduce 13.10% 0.55 $75.58–93.01 · VW $84.06i $103,540,448 SEC
2023   Q1 1,402,218 4.23 Reduce 1.00% 0.03 $69.37–91.07 · VW $82.15i $125,021,757 SEC
2022   Q4 1,416,357 3.50 Reduce 40.29% 1.08 $67.36–94.51 · VW $80.70i $99,980,640 SEC
2022   Q3 2,372,213 2.68 Add 11.20% 0.27 $43.49–67.50 · VW $59.39i $106,275,000 SEC
2022   Q2 2,133,209 2.56 Buy 2.56 $54.57–74.37 · VW $61.73i $121,380,000 SEC
Price snapshot:
Current price$77.78
Avg. buy price$70.94
+/- since buy9.64%
52-week low$59.58
52-week high$100.75