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  Deltic Timber Corp (DEL)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2017   Q4 0 0.00 Sell 100.00% 1.94 SEC
2017   Q3 1,827,558 1.94 $88.43 $161,611,000 SEC
2017   Q2 1,827,558 1.50 $74.66 $136,445,000 SEC
2017   Q1 1,827,558 1.45 $78.12 $142,769,000 SEC
2016   Q4 1,827,558 1.36 $77.07 $140,850,000 SEC
2016   Q3 1,827,558 1.19 $67.73 $123,781,000 SEC
2016   Q2 1,827,558 1.27 $67.13 $122,684,000 SEC
2016   Q1 1,827,558 1.06 $60.15 $109,928,000 SEC
2015   Q4 1,827,558 0.97 $58.87 $107,588,000 SEC
2015   Q3 1,827,558 0.92 Add 40.25% 0.26 $59.81 $109,306,000 SEC
2015   Q2 1,303,100 0.59 Add 198.19% 0.39 $67.64 $88,142,000 SEC
2015   Q1 437,000 0.18 Add 51.01% 0.06 $66.25 $28,951,000 SEC
2014   Q4 289,380 0.12 Add 37.35% 0.03 $68.40 $19,794,000 SEC
2014   Q3 210,694 0.07 Buy 0.07 $62.32 $13,130,000 SEC
2006   Q1 0 0.00 Sell 100.00% 0.27 SEC
2005   Q4 1,117,400 0.27 $51.86 $57,948,000 SEC
2005   Q3 1,117,400 0.25 $46.05 $51,456,000 SEC
2005   Q2 1,117,400 0.23 $38.03 $42,495,000 SEC
2005   Q1 1,117,400 0.26 Reduce 24.51% 0.10 $39.10 $43,690,000 SEC
2004   Q4 1,480,100 0.39 Reduce 5.71% 0.02 $42.45 $62,830,000 SEC
2004   Q3 1,569,700 0.42 $39.79 $62,458,000 SEC
2004   Q2 1,569,700 0.42 $38.40 $60,276,000 SEC
2004   Q1 1,569,700 0.39 $35.48 $55,693,000 SEC
2003   Q4 1,569,700 0.32 $30.40 $47,719,000 SEC
2003   Q3 1,569,700 0.32 Reduce 4.65% 0.02 $28.92 $45,396,000 SEC
2003   Q2 1,646,300 0.33 $28.45 $46,837,000 SEC
2003   Q1 1,646,300 0.33 Reduce 14.65% 0.06 $23.90 $39,346,000 SEC
2002   Q4 1,928,800 0.42 $26.70 $51,499,000 SEC
2002   Q3 1,928,800 0.38 Reduce 2.16% 0.01 $21.98 $42,395,000 SEC
2002   Q1 1,971,300 0.51 $30.25 $59,632,000 SEC
2001   Q4 1,971,300 0.47 $27.40 $54,014,000 SEC
2001   Q3 1,971,300 0.46 $25.30 $49,873,000 SEC
2001   Q2 1,971,300 0.49 $28.80 $56,773,000 SEC
2001   Q1 1,971,300 0.34 Reduce 11.25% 0.05 $20.25 $39,919,000 SEC
2000   Q4 2,221,300 0.43 $23.87 $53,033,000 SEC
2000   Q3 2,221,300 0.33 Reduce 0.54% <0.01 $16.94 $37,624,000 SEC
2000   Q2 2,233,300 0.45 $21.38 $47,737,000 SEC
2000   Q1 2,233,300 0.52 $23.69 $52,901,000 SEC
1999   Q4 2,233,300 0.54 $21.87 $48,853,000 SEC
1999   Q3 2,233,300 0.56 Reduce 0.31% <0.01 $22.75 $50,808,000 SEC
1999   Q2 2,240,200 0.72 Reduce 0.09% <0.01 $26.94 $60,346,000 SEC
1999   Q1 2,242,300 0.72 $23.75 $53,255,000 SEC