Mason Hawkins - Southeastern Asset Management Inc
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  Cemex (CX)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2013   Q4 0 0.00 Sell 100.00% 2.01 SEC
2013   Q3 35,375,663 2.01 Reduce 14.19% 0.31 $11.18 $395,500,000 SEC
2013   Q2 41,227,246 2.18 Reduce 20.31% 0.58 $10.58 $436,184,000 SEC
2013   Q1 51,732,448 2.88 Reduce 35.38% 1.29 $12.21 $631,653,000 SEC
2012   Q4 80,052,003 3.65 Reduce 14.85% 0.55 $9.87 $790,113,000 SEC
2012   Q3 94,017,299 3.69 Reduce 29.18% 1.30 $8.33 $783,164,000 SEC
2012   Q2 132,763,952 4.44 Add 0.18% <0.01 $6.73 $893,502,000 SEC
2012   Q1 132,525,731 4.99 Reduce 24.26% 1.21 $7.76 $1,028,399,000 SEC
2011   Q4 174,984,904 4.97 Reduce 1.32% 0.04 $5.39 $943,168,000 SEC
2011   Q3 177,317,137 3.10 Add 10.98% 0.31 $3.16 $560,322,000 SEC
2011   Q2 159,777,900 6.39 Add 17.21% 0.94 $8.60 $1,374,090,000 SEC
2011   Q1 136,313,011 5.71 Add 2.64% 0.15 $8.93 $1,217,275,000 SEC
2010   Q4 132,803,723 6.92 Reduce 0.89% 0.06 $10.71 $1,422,327,000 SEC
2010   Q3 133,993,517 6.29 Add 0.65% 0.04 $8.50 $1,138,945,000 SEC
2010   Q2 133,128,398 7.99 Add 1.31% 0.10 $9.67 $1,287,351,000 SEC
2010   Q1 131,406,277 7.77 Add 26.43% 1.62 $10.21 $1,341,658,000 SEC
2009   Q4 103,939,301 7.21 Reduce 2.48% 0.18 $11.82 $1,228,563,000 SEC
2009   Q3 106,577,159 7.26 Reduce 4.06% 0.25 $12.92 $1,376,977,000 SEC
2009   Q2 111,081,878 6.24 Add 4.41% 0.26 $9.34 $1,037,504,000 SEC
2009   Q1 106,388,425 4.35 Add 9.45% 0.38 $6.25 $664,928,000 SEC
2008   Q4 97,198,558 5.71 Add 21.98% 1.03 $9.14 $888,395,000 SEC
2008   Q3 79,686,827 5.68 Add 14.19% 0.71 $17.22 $1,372,207,000 SEC
2008   Q2 69,783,971 6.07 Add 6.24% 0.36 $24.70 $1,723,664,000 SEC
2008   Q1 65,687,176 6.58 Add 5.91% 0.37 $26.12 $1,715,749,000 SEC
2007   Q4 62,020,789 5.83 Add 0.49% 0.03 $25.85 $1,603,238,000 SEC
2007   Q3 61,719,698 6.52 Add 12.93% 0.75 $29.92 $1,846,654,000 SEC
2007   Q2 54,654,749 7.52 Add 3.62% 0.26 $36.90 $2,016,760,000 SEC
2007   Q1 52,746,988 7.24 Reduce 1.33% 0.11 $32.75 $1,727,464,000 SEC
2006   Q4 53,455,500 7.92 Reduce 0.34% 0.02 $33.88 $1,811,073,000 SEC
2006   Q3 53,638,198 7.25 Add 102.33% 3.67 $30.08 $1,613,437,000 SEC
2006   Q2 26,510,390 7.18 Reduce 0.66% 0.05 $56.97 $1,510,297,000 SEC
2006   Q1 26,685,644 7.95 Reduce 26.44% 2.62 $65.28 $1,742,039,000 SEC
2005   Q4 36,279,092 9.92 Reduce 0.95% 0.09 $59.33 $2,152,438,000 SEC
2005   Q3 36,628,731 9.28 Reduce 1.94% 0.17 $52.30 $1,915,682,000 SEC
2005   Q2 37,354,113 8.73 Add 9.03% 0.72 $42.42 $1,584,562,000 SEC
2005   Q1 34,261,136 7.48 Add 27.60% 1.62 $36.25 $1,241,966,000 SEC
2004   Q4 26,849,536 6.12 Buy 6.12 $36.42 $977,860,000 SEC