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  Lumen Technologies Inc. (LUMN)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2023   Q2 0 0.00 Sell 100.00% 2.88 SEC
2023   Q1 32,090,038 2.88 Reduce 19.55% 1.43 $2.65 $85,038,601 SEC
2022   Q4 39,886,141 7.30 Reduce 31.97% 3.44 $5.22 $208,205,656 SEC
2022   Q3 58,627,580 10.75 Reduce 5.43% 0.77 $7.28 $426,809,000 SEC
2022   Q2 61,990,676 14.26 Reduce 0.83% 0.10 $10.91 $676,318,000 SEC
2022   Q1 62,507,658 12.45 Reduce 3.02% 0.41 $11.27 $704,461,000 SEC
2021   Q4 64,453,082 13.57 Reduce 1.88% 0.29 $12.55 $808,886,000 SEC
2021   Q3 65,690,148 15.45 Add 6.54% 0.95 $12.39 $813,901,000 SEC
2021   Q2 61,657,646 16.85 Reduce 0.73% 0.13 $13.59 $837,927,000 SEC
2021   Q1 62,113,933 17.74 Reduce 4.59% 0.65 $13.35 $829,222,000 SEC
2020   Q4 65,104,368 14.18 Add 3.43% 0.47 $9.75 $634,768,000 SEC
2020   Q3 62,945,997 16.36 Add 1.72% 0.28 $10.09 $635,125,000 SEC
2020   Q2 61,882,887 15.48 Reduce 7.91% 1.20 $10.03 $620,686,000 SEC
2020   Q1 67,200,639 15.12 Reduce 6.11% 0.96 $9.46 $635,718,000 SEC
2019   Q4 71,575,248 15.76 Reduce 2.83% 0.45 $13.21 $945,509,000 SEC
2019   Q3 73,661,561 16.03 Reduce 1.66% 0.24 $12.48 $919,296,000 SEC
2019   Q2 74,903,650 14.45 Add 11.36% 1.47 $11.76 $880,867,000 SEC
2019   Q1 67,263,601 11.63 Add 4.52% 0.50 $11.99 $806,490,000 SEC
2018   Q4 64,355,781 14.18 Reduce 5.55% 0.96 $15.15 $974,990,000 SEC
2018   Q3 68,134,589 17.34 Reduce 3.89% 0.57 $21.20 $1,444,453,000 SEC
2018   Q2 70,890,265 14.77 Reduce 0.93% 0.13 $18.64 $1,321,394,000 SEC
2018   Q1 71,556,102 14.45 Add 0.10% 0.01 $16.43 $1,175,667,000 SEC
2017   Q4 71,486,921 14.76 Buy 14.76 $16.68 $1,192,401,000 SEC
2001   Q4 0 0.00 Sell 100.00% 1.50 SEC
2001   Q3 4,840,300 1.50 Buy 1.50 $33.50 $162,150,000 SEC