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Southeastern Asset Management
Updated:
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Description:
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.
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