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Tracking Mason Hawkins' Southeastern Asset Management Portfolio - Q3 2015 Update

2015-11-16 12:12:20| Industrial Machines - Topix.net

Mason Hawkins' 13F portfolio decreased ~20% from $14.95B to $11.85B this quarter. The number of positions increased from 28 to 31. The top-three positions are Level 3 Communications, Fedex Corporation, and McDonald's and they add up to around 30% of the portfolio.

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