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This article is part of a series that provides an ongoing analysis of the changes made to Southeastern Asset Management’s 13F portfolio on a quarterly basis. It is based on Southeastern’s regulatory 13F Form filed on 08/14/2020. Please visit our Tracking Mason Hawkins’ Southeastern Asset Management Portfolio series to get an idea of their investment philosophy and our previous update for the fund’s moves during Q1 2020.
This quarter, Southeastern’s 13F portfolio value decreased ~5% from $4.2B to $4B. The number of holdings decreased from 31 to 28. The top three holdings are at ~31%