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  Saks Incorporated (SKS)
← All SKS superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2013   Q3 0 0.00 Sell 100.00% 0.90 $15.86–16.09 · VW $15.98i SEC
2013   Q2 13,180,706 0.90 Reduce 48.99% 0.66 $13.35–17.51 · VW $15.60i $179,785,000 SEC
2013   Q1 25,837,715 1.35 Reduce 3.34% 0.04 $10.77–16.17 · VW $13.92i $296,358,000 SEC
2012   Q4 26,730,415 1.30 Add 23.35% 0.25 $9.83–11.68 · VW $10.97i $280,937,000 SEC
2012   Q3 21,670,820 1.05 Add 15.87% 0.14 $8.23–11.90 · VW $10.21i $223,426,000 SEC
2012   Q2 18,703,500 0.99 Add 7.62% 0.07 $8.23–12.00 · VW $10.66i $199,192,000 SEC
2012   Q1 17,380,000 0.98 Reduce 2.44% 0.02 $8.23–11.92 · VW $10.00i $201,782,000 SEC
2011   Q4 17,815,000 0.91 Add 30.87% 0.22 $8.23–11.94 · VW $10.61i $173,696,000 SEC
2011   Q3 13,613,000 0.66 Buy 0.66 $8.14–11.50 · VW $9.29i $119,114,000 SEC
2008   Q4 0 0.00 Sell 100.00% 0.36 $1.50–5.48 · VW $3.14i SEC
2008   Q3 9,515,955 0.36 Buy 0.36 $2.67–12.25 · VW $6.41i $88,023,000 SEC
2006   Q4 0 0.00 Sell 100.00% <0.01 $16.46–21.17 · VW $18.99i SEC
2006   Q3 48,200 <0.01 Reduce 99.58% 0.89 $14.32–21.45 · VW $18.76i $833,000 SEC
2006   Q2 11,591,000 0.89 Reduce 22.59% 0.30 $14.10–16.60 · VW $15.11i $187,426,000 SEC
2006   Q1 14,972,800 1.32 Reduce 0.48% <0.01 $15.25–20.59 · VW $17.30i $288,975,000 SEC
2005   Q4 15,044,800 1.17 Add 0.34% <0.01 $15.81–19.92 · VW $18.21i $253,655,000 SEC
2005   Q3 14,993,300 1.34 Reduce 24.46% 0.51 $15.73–21.75 · VW $18.00i $277,376,000 SEC
2005   Q2 19,848,100 2.07 Reduce 22.37% 0.62 $16.54–24.64 · VW $20.96i $376,518,000 SEC
2005   Q1 25,566,200 2.78 Reduce 4.62% 0.11 $14.45–19.27 · VW $16.95i $461,470,000 SEC
2004   Q4 26,803,200 2.43 Add 30.59% 0.57 $13.25–16.25 · VW $14.90i $388,914,000 SEC
2004   Q3 20,524,800 1.67 Add 159.77% 1.03 $11.61–15.06 · VW $13.53i $247,324,000 SEC
2004   Q2 7,901,000 0.83 Reduce 31.08% 0.44 $11.67–15.62 · VW $13.06i $118,515,000 SEC
2004   Q1 11,463,766 1.41 Reduce 38.07% 0.71 $13.70–17.92 · VW $15.54i $201,762,000 SEC
2003   Q4 18,511,146 1.88 Reduce 2.92% 0.05 $13.56–17.50 · VW $16.16i $278,407,000 SEC
2003   Q3 19,068,751 1.56 Reduce 3.87% 0.05 $11.21–15.75 · VW $14.11i $219,863,000 SEC
2003   Q2 19,836,751 1.37 Reduce 0.65% <0.01 $8.85–12.62 · VW $11.35i $192,417,000 SEC
2003   Q1 19,966,751 1.27 Reduce 4.08% 0.08 $6.66–9.47 · VW $8.50i $153,544,000 SEC
2002   Q4 20,815,951 2.01 Reduce 14.81% 0.34 $7.50–14.17 · VW $9.79i $244,379,000 SEC
2002   Q3 24,434,051 2.32 Reduce 7.93% 0.23 $8.85–13.79 · VW $12.14i $257,290,000 SEC
2002   Q2 26,537,271 2.86 Reduce 4.51% 0.14 $8.55–14.49 · VW $11.22i $340,739,000 SEC
2002   Q1 27,790,271 3.10 $13.15 $365,442,000 SEC
2001   Q4 27,790,271 2.25 Add 0.76% 0.02 $7.90–11.98 · VW $10.46i $259,561,000 SEC
2001   Q3 27,580,200 1.27 Add 3.49% 0.04 $4.60–10.68 · VW $8.11i $137,901,000 SEC
2001   Q2 26,651,300 2.21 Reduce 0.90% 0.03 $9.60–11.98 · VW $10.68i $255,852,000 SEC
2001   Q1 26,893,300 3.00 Reduce 1.53% 0.03 $10.90–13.95 · VW $12.13i $349,613,000 SEC
2000   Q4 27,311,400 2.22 Reduce 0.47% 0.01 $7.63–14.23 · VW $11.28i $273,114,000 SEC
2000   Q3 27,440,300 2.41 Add 20.22% 0.41 $8.31–10.69 · VW $9.15i $270,973,000 SEC
2000   Q2 22,826,000 2.24 Add 17.37% 0.33 $9.25–12.50 · VW $10.58i $239,673,000 SEC
2000   Q1 19,447,900 2.76 Add 100.24% 1.38 $11.06–15.06 · VW $12.56i $281,995,000 SEC
1999   Q4 9,712,400 1.68 Add 28.52% 0.37 $10.56–18.88 · VW $13.65i $151,149,000 SEC
1999   Q3 7,556,900 1.27 Buy 1.27 $14.63–18.38 · VW $16.83i $114,770,000 SEC