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Mason Hawkins Likes Chemtura, Melco Crown; Doesn't Like Berkshire Hathaway

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Mason Hawkins’ Southeastern Asset Management is also amongst the funds obliged to disclose their long equity positions once per quarter. Very recently, the firm filed its latest Schedule 13F, declaring ownership of approximately $17.3 billion of public equity as of December 31, 2014.

Let’s take a look at some of the latest moves:

Adds

  • California Resources Corp (NYSE: CRC) - 33,481,500 shares
  • Chemtura Corp. (NYSE: CHMT) - 4,120,519 shares
  • Melco Crown Entertainment Limited (NASDAQ: MPEL) - 68,900 shares

Related Link: What Steven Cohen Is Doing With His Personal Wealth

Increases

  • Level 3 Communications, Inc. (NYSE: LVLT) – 54,735,045 shares, up 20 percent
  • Chesapeake Energy Corporation (NYSE: CHK) - 73,868,067 shares, up 17 percent
  • McDonald's Corporation (NYSE: MCD) - 11,917,684 shares, up 64 percent
  • CONSOL Energy Inc. (NYSE: CNX) - 32,758,559 shares, up 46 percent
  • Scripps Networks Interactive, Inc (NYSE: SNI) - 12,675,845 shares, up 49 percent
  • Murphy Oil Corporation (NYSE: MUR) - 16,623,513 shares, up 17 percent
  • Graham Holdings Co (NYSE: GHC) - 734,869 shares, up 5 percent
  • Franklin Resources, Inc. (NYSE: BEN) - 8,755,386 shares, up 333 percent
  • CNH Industrial NV (NYSE: CNHI) - 37,977,686 shares, up 30 percent
  • ViaSat, Inc. (NASDAQ: VSAT) - 3,481,237 shares, up 12 percent

Decreases

  • Loews Corporation (NYSE: L) – 34,012,698 shares, down 1 percent
  • Mondelez International (NASDAQ: MDLZ) – 26,741,181 shares, down 12 percent
  • Aon plc (NYSE: AON) – 8,173,576 shares, down 4 percent
  • Berkshire Hathaway Inc. (NYSE: BRK/B) – 16,800 shares, down 99 percent
  • FedEx Corporation (NYSE: FDX) – 5,864,425 shares, down 37 percent
  • The Travelers Companies, Inc. (NYSE: TRV) – 3,677,258 shares, down 59 percent
  • Abbott Laboratories (NYSE: ABT) – 8,977,941 shares, down 28 percent
  • Bank Of New York Mellon Corporation (The) (NYSE: BK) – 7,715,683 shares, down 53 percent
  • Everest Re Group, Ltd. (NYSE: RE) – 3,564,755 shares, down 1 percent
  • Koninklijke Philips Electronics, N.V. (NYSE: PHG) – 18,289,110 shares, down 1 percent
  • Vail Resorts, Inc. (NYSE: MTN) – 2,390,787 shares, down 6 percent
  • Empire State Realty Trust (NYSE: ESRT) – 10,072,700 shares, down 18 percent

Related Link: Carl Icahn Is Bullish On Industrial Stocks: Here's All About His Latest Moves

Exits

  • Berkshire Hathaway Inc. (NYSE: BRK/A) 
  • News Corporation (NASDAQ: NWSA
  • News Corporation (NASDAQ: NWS
  • Vodafone Group Plc (NASDAQ: VOD)

Posted-In: Mason Hawkins Southeastern Asset ManagementLong Ideas News Hedge Funds Trading Ideas General

 

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