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  Summit Materials Inc. CL A (SUM)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2020   Q4 0 0.00 Sell 100.00% 0.14 SEC
2020   Q3 325,567 0.14 Buy 0.14 $16.54 $5,385,000 SEC
2019   Q4 0 0.00 Sell 100.00% 4.96 SEC
2019   Q3 12,820,469 4.96 $22.20 $284,615,000 SEC
2019   Q2 12,820,469 4.05 $19.25 $246,794,000 SEC
2019   Q1 12,820,469 2.93 $15.87 $203,461,000 SEC
2018   Q4 12,820,469 2.31 Add 38.58% 0.64 $12.40 $158,974,000 SEC
2018   Q3 9,251,255 2.02 Buy 2.02 $18.18 $168,188,000 SEC