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