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  Potlatchdeltic Corporation (PCH)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 0 0.00 Sell 100.00% 5.60 SEC
2025   Q4 3,162,963 5.60 Add 48.37% 1.83 $39.78 $125,822,668 SEC
2025   Q3 2,131,754 4.43 Add 122.93% 2.44 $40.75 $86,868,976 SEC
2025   Q2 956,247 1.85 Add 16.57% 0.26 $38.37 $36,691,198 SEC
2025   Q1 820,355 1.97 Reduce 17.07% 0.31 $45.12 $37,014,417 SEC
2024   Q4 989,166 1.83 $39.25 $38,824,766 SEC
2024   Q3 989,166 2.10 Add 13.42% 0.25 $45.05 $44,561,928 SEC
2024   Q2 872,121 1.50 $39.39 $34,352,846 SEC
2024   Q1 872,121 1.58 Buy 1.58 $47.02 $41,007,129 SEC
2021   Q1 0 0.00 Sell 100.00% 1.55 SEC
2020   Q4 1,387,349 1.55 Reduce 23.71% 0.47 $50.02 $69,396,000 SEC
2020   Q3 1,818,560 1.97 Reduce 45.75% 1.45 $42.10 $76,561,000 SEC
2020   Q2 3,352,169 3.18 Reduce 15.32% 0.45 $38.03 $127,483,000 SEC
2020   Q1 3,958,791 2.96 $31.39 $124,266,000 SEC
2019   Q4 3,958,791 2.85 $43.27 $171,297,000 SEC
2019   Q3 3,958,791 2.84 Reduce 14.49% 0.43 $41.09 $162,647,000 SEC
2019   Q2 4,629,363 2.96 $38.98 $180,453,000 SEC
2019   Q1 4,629,363 2.52 $37.79 $174,944,000 SEC
2018   Q4 4,629,363 2.13 Buy 2.13 $31.64 $146,473,000 SEC
2013   Q1 0 0.00 Sell 100.00% 0.25 SEC
2012   Q4 1,365,200 0.25 Reduce 51.59% 0.26 $39.15 $53,446,000 SEC
2012   Q3 2,820,363 0.50 $37.37 $105,397,000 SEC
2012   Q2 2,820,363 0.45 Add 3.42% 0.01 $31.94 $90,083,000 SEC
2012   Q1 2,727,094 0.41 $31.34 $85,467,000 SEC
2011   Q4 2,727,094 0.45 $31.11 $84,840,000 SEC
2011   Q3 2,727,094 0.47 $31.52 $85,958,000 SEC
2011   Q2 2,727,094 0.45 $35.27 $96,184,000 SEC
2011   Q1 2,727,094 0.51 $40.20 $109,629,000 SEC
2010   Q4 2,727,094 0.43 Add 2.32% <0.01 $32.55 $88,767,000 SEC
2010   Q3 2,665,297 0.50 $34.00 $90,620,000 SEC
2010   Q2 2,665,297 0.59 Reduce 9.03% 0.05 $35.73 $95,231,000 SEC
2010   Q1 2,930,000 0.59 $35.04 $102,667,000 SEC
2009   Q4 2,930,000 0.55 $31.88 $93,409,000 SEC
2009   Q3 2,930,000 0.44 $28.45 $83,358,000 SEC
2009   Q2 2,930,000 0.43 $24.29 $71,169,000 SEC
2009   Q1 2,930,000 0.44 Add 94.73% 0.21 $23.19 $67,947,000 SEC
2008   Q4 1,504,658 0.25 Reduce 41.87% 0.21 $26.01 $39,136,000 SEC
2008   Q3 2,588,254 0.50 Reduce 24.42% 0.13 $46.39 $120,069,000 SEC
2008   Q2 3,424,332 0.54 Reduce 6.48% 0.04 $45.12 $154,506,000 SEC
2008   Q1 3,661,685 0.58 Reduce 2.58% 0.02 $41.27 $151,118,000 SEC
2007   Q4 3,758,567 0.61 $44.44 $167,031,000 SEC
2007   Q3 3,758,567 0.60 $45.03 $169,248,000 SEC
2007   Q2 3,758,567 0.60 $43.05 $161,806,000 SEC
2007   Q1 3,758,567 0.72 $45.78 $172,068,000 SEC
2006   Q4 3,758,567 0.72 $43.82 $164,701,000 SEC
2006   Q3 3,758,567 0.63 Add 9.29% 0.05 $37.10 $139,443,000 SEC
2006   Q2 3,439,167 0.62 Add 342.27% 0.48 $37.75 $129,828,000 SEC
2006   Q1 777,620 0.15 Add 38.84% 0.04 $42.84 $33,314,000 SEC
2005   Q4 560,100 0.13 Buy 0.13 $50.98 $28,554,000 SEC