Date updated:12-07-2009
As of 9/30/2009 funds at Southeastern Asset Management run by Mason Hawkins were valued at $20.6 billion.
During the quarter the fund had 39 total positions. The top five sector weightings are in: Services (42.81%), Financial (15.89%), Energy(13.31%), Technology (12.14%), and Capital Goods (6.80%).
During the quarter some of the following significant actions were taken:
Positions closed out (1 positions): EBAY
New positions (0 positions): none
Decreased positions (21 positions): IR, LMDIA, DELL, CX, SYMC, MAR, SCI, ECA
Increased positions (11 positions): YUM, DIS, MKL, CHK, TWTC, AOC, FICO, RE, FAF
Here are the top 30 holdings as of September 30, 2009.

-
DELL
Dell Inc. - $13.39
- +1.13%
- $13.28
9.47% of portfolio. Position was decreased by -18.6%.

-
CHK
Chesapeake Energy - $24.24
- 0.00%
- $N/A
8.45% of portfolio. Position was increased by 2.0%.

-
DIS
Walt Disney-disne - $29.48
- -0.20%
- $29.76
8.44% of portfolio. Position was increased by 8.8%.

-
YUM
Yum Brands Inc - $32.72
- -0.79%
- $33.14
8.25% of portfolio. Position was increased by 62.4%.

-
LMDIA
Liberty Media Cor - $35.91
- 0.00%
- $N/A
6.90% of portfolio. Position was decreased by -34.5%.

-
CX
Cemex Sab De Cv A - $9.47
- +1.28%
- $9.24
5.73% of portfolio. Position was decreased by -4.1%.

-
FFH
Ffh - $0.00
- N/A
- $N/A
5.62% of portfolio. Position was increased by 0.1%.

-
LINTA
Liberty Media Cor - $10.51
- -2.05%
- $10.62
5.16% of portfolio. Position was decreased by -0.1%.
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03/05/2007 23:33 PM CST Asked by gocubs21go
Do you think Direct TV is possibly a buyout target by a comcast or maybe AT&T?