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  FedEx Corp. (FDX)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 247,495 4.34 Reduce 31.08% 1.44 $356.18 $88,152,769 SEC
2025   Q4 359,122 4.62 Reduce 4.08% 0.18 $288.86 $103,735,981 SEC
2025   Q3 374,380 4.51 Reduce 1.36% 0.06 $235.81 $88,282,548 SEC
2025   Q2 379,536 4.35 Reduce 2.36% 0.12 $227.31 $86,272,328 SEC
2025   Q1 388,714 5.05 Reduce 9.67% 0.55 $243.78 $94,760,698 SEC
2024   Q4 430,339 5.72 Reduce 3.26% 0.19 $281.33 $121,067,272 SEC
2024   Q3 444,862 5.74 Reduce 12.81% 0.85 $273.68 $121,749,832 SEC
2024   Q2 510,233 6.67 Reduce 5.90% 0.36 $299.84 $152,988,263 SEC
2024   Q1 542,248 6.04 Add 11.78% 0.64 $289.74 $157,110,936 SEC
2023   Q4 485,113 4.72 Reduce 18.72% 1.10 $252.97 $122,719,035 SEC
2023   Q3 596,828 5.86 Reduce 9.64% 0.56 $264.92 $158,111,674 SEC
2023   Q2 660,523 5.78 Add 1.26% 0.07 $247.90 $163,743,652 SEC
2023   Q1 652,317 5.04 Reduce 16.90% 0.81 $228.49 $149,047,911 SEC
2022   Q4 784,985 4.77 Reduce 33.84% 1.50 $173.20 $135,959,402 SEC
2022   Q3 1,186,429 4.44 Reduce 13.43% 0.88 $148.47 $176,150,000 SEC
2022   Q2 1,370,512 6.55 Reduce 1.30% 0.07 $226.71 $310,709,000 SEC
2022   Q1 1,388,536 5.68 Reduce 4.06% 0.26 $231.39 $321,294,000 SEC
2021   Q4 1,447,324 6.28 Add 26.02% 1.30 $258.64 $374,336,000 SEC
2021   Q3 1,148,459 4.78 Add 35.74% 1.26 $219.29 $251,846,000 SEC
2021   Q2 846,047 5.07 Reduce 0.06% <0.01 $298.33 $252,401,000 SEC
2021   Q1 846,557 5.14 Reduce 4.41% 0.23 $284.04 $240,456,000 SEC
2020   Q4 885,610 5.13 Reduce 13.56% 0.90 $259.62 $229,922,000 SEC
2020   Q3 1,024,499 6.64 Reduce 51.44% 3.80 $251.52 $257,682,000 SEC
2020   Q2 2,109,828 7.38 Reduce 17.76% 1.31 $140.22 $295,841,000 SEC
2020   Q1 2,565,436 7.40 Add 5.58% 0.39 $121.26 $311,084,000 SEC
2019   Q4 2,429,740 6.12 Reduce 4.37% 0.28 $151.21 $367,401,000 SEC
2019   Q3 2,540,778 6.45 Reduce 2.41% 0.17 $145.57 $369,861,000 SEC
2019   Q2 2,603,438 7.01 Reduce 10.74% 0.82 $164.19 $427,459,000 SEC
2019   Q1 2,916,717 7.63 Add 10.38% 0.72 $181.41 $529,122,000 SEC
2018   Q4 2,642,367 6.20 Add 3.59% 0.21 $161.33 $426,293,000 SEC
2018   Q3 2,550,818 7.37 Reduce 4.13% 0.28 $240.79 $614,211,000 SEC
2018   Q2 2,660,842 6.75 Reduce 1.92% 0.15 $227.06 $604,171,000 SEC
2018   Q1 2,712,948 8.01 Reduce 18.28% 1.88 $240.11 $651,406,000 SEC
2017   Q4 3,319,736 10.26 Reduce 15.27% 1.62 $249.54 $828,407,000 SEC
2017   Q3 3,917,985 10.63 Reduce 16.89% 1.90 $225.58 $883,820,000 SEC
2017   Q2 4,714,024 11.25 Reduce 16.20% 1.81 $217.33 $1,024,498,000 SEC
2017   Q1 5,625,486 11.16 Reduce 0.86% 0.09 $195.15 $1,097,814,000 SEC
2016   Q4 5,674,496 10.20 Reduce 14.14% 1.56 $186.20 $1,056,591,000 SEC
2016   Q3 6,608,637 11.06 Add 3.79% 0.40 $174.68 $1,154,397,000 SEC
2016   Q2 6,367,613 9.98 Reduce 4.73% 0.50 $151.78 $966,476,000 SEC
2016   Q1 6,683,591 10.50 Add 8.96% 0.86 $162.72 $1,087,554,000 SEC
2015   Q4 6,134,019 8.27 Reduce 3.95% 0.31 $148.99 $913,908,000 SEC
2015   Q3 6,386,107 7.76 Add 24.42% 1.52 $143.98 $919,472,000 SEC
2015   Q2 5,132,638 5.88 Reduce 5.39% 0.31 $170.40 $874,602,000 SEC
2015   Q1 5,424,922 5.71 Reduce 7.49% 0.44 $165.45 $897,553,000 SEC
2014   Q4 5,864,425 5.92 Reduce 37.50% 3.10 $173.66 $1,018,416,000 SEC
2014   Q3 9,383,238 8.27 Reduce 24.40% 2.44 $161.45 $1,514,924,000 SEC
2014   Q2 12,412,235 9.99 Reduce 5.15% 0.49 $151.38 $1,878,964,000 SEC
2014   Q1 13,086,852 9.43 Reduce 1.79% 0.17 $132.56 $1,734,793,000 SEC
2013   Q4 13,325,734 9.38 Reduce 14.03% 1.26 $143.77 $1,915,841,000 SEC
2013   Q3 15,500,062 8.97 Reduce 4.58% 0.37 $114.11 $1,768,712,000 SEC
2013   Q2 16,244,306 8.01 Reduce 2.13% 0.16 $98.58 $1,601,364,000 SEC
2013   Q1 16,598,493 7.44 Add 1.86% 0.14 $98.20 $1,629,972,000 SEC
2012   Q4 16,295,086 6.91 Reduce 2.54% 0.17 $91.72 $1,494,586,000 SEC
2012   Q3 16,719,081 6.67 Add 22.86% 1.24 $84.62 $1,414,769,000 SEC
2012   Q2 13,607,914 6.19 Add 10.96% 0.61 $91.61 $1,246,621,000 SEC
2012   Q1 12,264,191 5.47 Add 4.47% 0.23 $91.96 $1,127,815,000 SEC
2011   Q4 11,739,891 5.16 Add 3.89% 0.19 $83.51 $980,399,000 SEC
2011   Q3 11,300,652 4.22 Add 40.92% 1.23 $67.68 $764,828,000 SEC
2011   Q2 8,019,283 3.54 Reduce 0.88% 0.03 $94.85 $760,629,000 SEC
2011   Q1 8,090,183 3.55 Reduce 0.79% 0.03 $93.55 $756,837,000 SEC
2010   Q4 8,154,683 3.69 Reduce 1.36% 0.05 $93.01 $758,467,000 SEC
2010   Q3 8,267,081 3.90 Add 28.13% 0.86 $85.50 $706,835,000 SEC
2010   Q2 6,452,281 2.81 Reduce 0.03% <0.01 $70.11 $452,369,000 SEC
2010   Q1 6,454,081 3.49 Reduce 2.00% 0.06 $93.40 $602,811,000 SEC
2009   Q4 6,585,481 3.22 Reduce 2.40% 0.06 $83.45 $549,558,000 SEC
2009   Q3 6,747,544 2.68 Reduce 0.50% 0.01 $75.22 $507,550,000 SEC
2009   Q2 6,781,544 2.27 Add 11.06% 0.23 $55.62 $377,190,000 SEC
2009   Q1 6,106,401 1.78 Reduce 26.20% 0.89 $44.49 $271,675,000 SEC
2008   Q4 8,274,103 3.41 Reduce 40.15% 1.81 $64.15 $530,783,000 SEC
2008   Q3 13,823,593 4.52 Reduce 0.10% <0.01 $79.04 $1,092,617,000 SEC
2008   Q2 13,836,893 3.84 Add 7.20% 0.26 $78.79 $1,090,209,000 SEC
2008   Q1 12,907,193 4.59 Add 57.19% 1.67 $92.67 $1,196,109,000 SEC
2007   Q4 8,211,171 2.66 Add 7.23% 0.18 $89.17 $732,190,000 SEC
2007   Q3 7,657,771 2.83 Reduce 0.75% 0.02 $104.75 $802,151,000 SEC
2007   Q2 7,715,771 3.19 $110.97 $856,219,000 SEC
2007   Q1 7,715,771 3.48 Reduce 0.72% 0.03 $107.43 $828,906,000 SEC
2006   Q4 7,771,733 3.69 Reduce 0.33% 0.01 $108.62 $844,166,000 SEC
2006   Q3 7,797,233 3.81 Reduce 0.03% <0.01 $108.68 $847,403,000 SEC
2006   Q2 7,799,233 4.33 Reduce 6.48% 0.28 $116.86 $911,418,000 SEC
2006   Q1 8,339,433 4.30 Reduce 15.73% 0.74 $112.94 $941,856,000 SEC
2005   Q4 9,896,633 4.71 Reduce 9.62% 0.44 $103.39 $1,023,213,000 SEC
2005   Q3 10,950,616 4.62 Add 0.68% 0.03 $87.13 $954,127,000 SEC
2005   Q2 10,876,616 4.85 Reduce 0.69% 0.04 $81.01 $881,114,000 SEC
2005   Q1 10,952,616 6.20 Reduce 0.28% 0.02 $93.95 $1,028,998,000 SEC
2004   Q4 10,983,377 6.77 Reduce 6.01% 0.41 $98.49 $1,081,753,000 SEC
2004   Q3 11,685,327 6.75 Reduce 1.83% 0.12 $85.69 $1,001,315,000 SEC
2004   Q2 11,902,727 6.78 Reduce 0.55% 0.03 $81.69 $972,334,000 SEC
2004   Q1 11,968,727 6.30 Reduce 0.39% 0.02 $75.16 $899,569,000 SEC
2003   Q4 12,015,727 5.46 Reduce 8.83% 0.53 $67.50 $811,061,000 SEC
2003   Q3 13,179,727 6.04 Reduce 5.59% 0.34 $64.43 $849,170,000 SEC
2003   Q2 13,959,427 6.17 Reduce 1.38% 0.09 $62.03 $865,902,000 SEC
2003   Q1 14,154,827 6.46 Add 0.23% 0.01 $55.07 $779,506,000 SEC
2002   Q4 14,122,227 6.29 Reduce 17.41% 1.34 $54.22 $765,707,000 SEC
2002   Q3 17,099,978 7.70 Reduce 4.32% 0.38 $50.07 $856,196,000 SEC
2002   Q1 17,871,813 8.82 Reduce 1.59% 0.13 $58.10 $1,038,352,000 SEC
2001   Q4 18,161,213 8.18 Reduce 2.56% 0.16 $51.88 $942,203,000 SEC
2001   Q3 18,638,947 6.32 Add 0.64% 0.04 $36.75 $684,981,000 SEC
2001   Q2 18,520,947 6.43 Add 7.96% 0.47 $40.20 $744,542,000 SEC
2001   Q1 17,155,161 6.14 Add 0.58% 0.04 $41.68 $715,027,000 SEC
2000   Q4 17,056,161 5.53 Add 0.28% 0.02 $39.96 $681,564,000 SEC
2000   Q3 17,008,361 6.71 Add 0.89% 0.06 $44.34 $754,151,000 SEC
2000   Q2 16,857,661 5.99 Reduce 2.37% 0.16 $38.00 $640,592,000 SEC
2000   Q1 17,267,596 6.56 Buy 6.56 $38.81 $670,199,000 SEC