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  White Mountains Insurance (WTM)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 18,864 2.04 Reduce 40.40% 1.18 $2,196.96 $41,443,454 SEC
2025   Q4 31,652 2.93 $2,078.03 $65,773,805 SEC
2025   Q3 31,652 2.70 Add 50.05% 0.90 $1,671.52 $52,906,951 SEC
2025   Q2 21,094 1.91 Add 14.12% 0.24 $1,795.72 $37,878,918 SEC
2025   Q1 18,484 1.90 Reduce 3.95% 0.07 $1,925.81 $35,596,671 SEC
2024   Q4 19,244 1.77 Reduce 7.20% <0.01 $1,945.06 $37,430,734 SEC
2024   Q3 20,738 <0.01 Reduce 3.20% 0.05 $1.70 $35,176 SEC
2024   Q2 21,423 1.70 Reduce 13.30% 0.23 $1,817.45 $38,935,231 SEC
2024   Q1 24,708 1.70 Reduce 23.85% 0.45 $1,794.30 $44,333,564 SEC
2023   Q4 32,446 1.88 Reduce 1.51% 0.03 $1,505.01 $48,831,555 SEC
2023   Q3 32,945 1.83 Reduce 21.96% 0.45 $1,495.69 $49,275,507 SEC
2023   Q2 42,217 2.07 Reduce 21.14% 0.53 $1,388.91 $58,635,613 SEC
2023   Q1 53,533 2.49 Reduce 3.53% 0.10 $1,377.49 $73,741,173 SEC
2022   Q4 55,493 2.75 Reduce 50.72% 1.87 $1,414.33 $78,485,414 SEC
2022   Q3 112,597 3.69 Reduce 10.35% 0.34 $1,303.02 $146,716,000 SEC
2022   Q2 125,603 3.30 Add 0.08% <0.01 $1,246.13 $156,518,000 SEC
2022   Q1 125,503 2.52 Add 143.21% 1.48 $1,136.24 $142,602,000 SEC
2021   Q4 51,602 0.88 Buy 0.88 $1,013.89 $52,319,000 SEC