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  CNX Resources Corp. (CNX)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 4,014,111 7.61 Reduce 15.24% 1.18 $38.55 $154,743,979 SEC
2025   Q4 4,735,824 7.76 Reduce 0.35% 0.03 $36.77 $174,136,249 SEC
2025   Q3 4,752,629 7.79 Add 6.50% 0.48 $32.12 $152,654,444 SEC
2025   Q2 4,462,756 7.58 Reduce 6.76% 0.54 $33.68 $150,305,623 SEC
2025   Q1 4,786,178 8.03 Add 6.66% 0.50 $31.48 $150,668,885 SEC
2024   Q4 4,487,144 7.77 Reduce 27.30% 2.59 $36.67 $164,543,570 SEC
2024   Q3 6,172,002 9.48 Reduce 14.33% 1.09 $32.57 $201,022,106 SEC
2024   Q2 7,204,242 7.63 Reduce 20.43% 1.69 $24.30 $175,063,081 SEC
2024   Q1 9,053,945 8.25 Add 8.58% 0.65 $23.72 $214,759,575 SEC
2023   Q4 8,338,233 6.41 Reduce 11.07% 0.87 $20.00 $166,764,660 SEC
2023   Q3 9,375,664 7.84 Reduce 22.89% 1.74 $22.58 $211,702,493 SEC
2023   Q2 12,159,047 7.60 Reduce 11.63% 0.87 $17.72 $215,458,312 SEC
2023   Q1 13,758,674 7.45 Add 19.85% 1.23 $16.02 $220,413,958 SEC
2022   Q4 11,479,566 6.78 Reduce 24.35% 1.44 $16.84 $193,315,892 SEC
2022   Q3 15,175,463 5.93 Reduce 4.01% 0.22 $15.53 $235,675,000 SEC
2022   Q2 15,809,177 5.49 Reduce 30.46% 2.54 $16.46 $260,219,000 SEC
2022   Q1 22,734,443 8.33 Reduce 17.22% 1.09 $20.72 $471,058,000 SEC
2021   Q4 27,462,211 6.34 Reduce 2.49% 0.17 $13.75 $377,605,000 SEC
2021   Q3 28,164,597 6.74 Reduce 0.01% <0.01 $12.62 $355,437,000 SEC
2021   Q2 28,166,481 7.74 Reduce 4.65% 0.43 $13.66 $384,754,000 SEC
2021   Q1 29,541,009 9.29 Reduce 16.80% 1.44 $14.70 $434,252,000 SEC
2020   Q4 35,507,974 8.56 Reduce 0.22% 0.02 $10.80 $383,486,000 SEC
2020   Q3 35,587,117 8.65 Reduce 3.79% 0.30 $9.44 $335,943,000 SEC
2020   Q2 36,987,101 7.98 Reduce 23.43% 1.43 $8.65 $319,938,000 SEC
2020   Q1 48,306,964 6.11 Reduce 3.92% 0.29 $5.32 $256,993,000 SEC
2019   Q4 50,279,156 7.42 Reduce 6.34% 0.43 $8.85 $444,971,000 SEC
2019   Q3 53,682,771 6.80 Reduce 3.07% 0.20 $7.26 $389,737,000 SEC
2019   Q2 55,382,914 6.64 Add 17.72% 1.00 $7.31 $404,849,000 SEC
2019   Q1 47,048,157 7.31 Reduce 4.03% 0.33 $10.77 $506,709,000 SEC
2018   Q4 49,021,695 8.14 Reduce 2.55% 0.22 $11.42 $559,828,000 SEC
2018   Q3 50,305,672 8.64 Reduce 0.52% 0.05 $14.31 $719,875,000 SEC
2018   Q2 50,568,963 10.05 Reduce 1.63% 0.16 $17.78 $899,116,000 SEC
2018   Q1 51,405,677 9.75 Add 3.09% 0.29 $15.43 $793,189,000 SEC
2017   Q4 49,863,263 9.03 Buy 9.03 $14.63 $729,499,000 SEC