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  The Wendy's Co. (WEN)
← All WEN superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2014   Q1 0 0.00 Sell 100.00% 0.47 $8.09–10.27 · VW $8.89i SEC
2013   Q4 11,054,728 0.47 Reduce 41.44% 0.34 $7.85–9.51 · VW $8.81i $96,397,000 SEC
2013   Q3 18,878,200 0.81 Reduce 46.09% 0.47 $7.15–8.88 · VW $8.24i $160,087,000 SEC
2013   Q2 35,015,000 1.02 Reduce 0.04% <0.01 $5.57–7.60 · VW $6.76i $204,138,000 SEC
2013   Q1 35,028,400 0.91 Reduce 0.26% <0.01 $4.97–5.95 · VW $5.54i $198,786,000 SEC
2012   Q4 35,119,500 0.76 Add 1.12% <0.01 $4.24–5.20 · VW $4.86i $165,062,000 SEC
2012   Q3 34,732,100 0.74 Add 0.61% <0.01 $4.09–4.71 · VW $4.35i $157,163,000 SEC
2012   Q2 34,521,800 0.81 Add 0.59% <0.01 $4.37–4.95 · VW $4.64i $162,943,000 SEC
2012   Q1 34,320,000 0.83 $5.01 $171,944,000 SEC
2011   Q4 34,320,000 0.97 Add 12.20% 0.11 $4.67–5.58 · VW $4.98i $183,956,000 SEC
2011   Q3 30,588,000 0.78 Buy 0.78 $4.29–5.34 · VW $4.90i $140,399,000 SEC
Price snapshot:
Current price$7.50
52-week low$6.07
52-week high$11.22