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  Neiman-Marcus Group (NMG/A)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2005   Q3 0 0.00 Sell 100.00% 0.43 SEC
2005   Q2 807,500 0.43 Reduce 9.83% 0.05 $96.92 $78,263,000 SEC
2005   Q1 895,500 0.49 Reduce 49.96% 0.40 $91.51 $81,947,000 SEC
2004   Q4 1,789,500 0.80 Reduce 3.40% 0.02 $71.54 $128,021,000 SEC
2004   Q3 1,852,500 0.72 $57.50 $106,519,000 SEC
2004   Q2 1,852,500 0.72 $55.65 $103,092,000 SEC
2004   Q1 1,852,500 0.70 Reduce 25.34% 0.23 $53.94 $99,924,000 SEC
2003   Q4 2,481,400 0.90 Reduce 16.66% 0.15 $53.67 $133,177,000 SEC
2003   Q3 2,977,300 0.88 Reduce 12.33% 0.11 $41.70 $124,153,000 SEC
2003   Q2 3,396,100 0.89 Add 5.76% 0.05 $36.60 $124,297,000 SEC
2003   Q1 3,211,200 0.77 Add 29.98% 0.18 $28.99 $93,092,000 SEC
2002   Q4 2,470,600 0.62 Add 8.87% 0.05 $30.39 $75,082,000 SEC
2002   Q3 2,269,300 0.54 Add 43.92% 0.16 $26.25 $59,569,000 SEC
2002   Q1 1,576,800 0.46 Reduce 8.15% 0.04 $34.45 $54,320,000 SEC
2001   Q4 1,716,800 0.46 Add 23.53% 0.09 $31.07 $53,341,000 SEC
2001   Q3 1,389,800 0.31 Add 86.50% 0.14 $24.45 $33,980,000 SEC
2001   Q2 745,200 0.20 Add 15.86% 0.03 $31.00 $23,101,000 SEC
2001   Q1 643,200 0.18 Add 6.09% 0.01 $32.60 $20,968,000 SEC
2000   Q4 606,300 0.17 Add 11.49% 0.02 $35.56 $21,562,000 SEC
2000   Q3 543,800 0.16 Reduce 38.02% 0.09 $32.44 $17,640,000 SEC
2000   Q2 877,400 0.24 Buy 0.24 $29.56 $25,938,000 SEC