Mattel retired 8.1% of its shares in twelve months, so this stake grew 8.8% without buying a share.
Shares held, 8 quarters
Superinvestors › Mason Hawkins
Mason Hawkins’s cannibal stocks
Southeastern Asset Management · 13F for Q2 2026
12cannibals held
$681.8Min these positions
Q2 2026latest 13F filing
CNX Resources has retired 35.8% of its shares since its peak.
Shares held, 8 quarters
Fortune Brands Innovations retired 0.6% of its shares in twelve months, so this stake grew 0.6% without buying a share.
Shares held, 8 quarters
Fedex has retired 25.4% of its shares since its peak.
Shares held, 8 quarters
PVH has retired 44.1% of its shares since its peak.
Shares held, 8 quarters
White Mountains retired 6.5% of its shares in twelve months, so this stake grew 7.0% without buying a share.
Shares held, 8 quarters
Graham Holdings retired 2.2% of its shares in twelve months, so this stake grew 2.3% without buying a share.
Shares held, 8 quarters
TripAdvisor has retired 12.2% of its shares since its peak.
Shares held, 8 quarters
Boston Beer retired 6.1% of its shares in twelve months, so this stake grew 6.5% without buying a share.
Shares held, 8 quarters
Clearwater Paper has retired 29.8% of its shares since its peak.
Shares held, 8 quarters
Henry Schein retired 5.3% of its shares in twelve months, so this stake grew 5.6% without buying a share.
Shares held, 8 quarters
PayPal retired 8.6% of its shares in twelve months, so this stake grew 9.4% without buying a share.
Shares held, 8 quarters
Values as reported in the 13F at quarter end. See the Q2 2026 filing on EDGAR.
Questions
Which cannibal stocks does Mason Hawkins own?
In the Q2 2026 13F, Southeastern Asset Management held MAT, CNX, FBIN, FDX, PVH, WTM, GHC, TRIP, SAM, CLW, HSIC, PYPL. 12 of them are on the Buyback Radar leaderboard.
Where does this data come from?
From Southeastern Asset Management's 13F filings with the SEC, the last eight quarters, amendments applied, options excluded. A 13F shows US-listed stock positions at quarter end and is filed up to 45 days later, so it is a record, not a live portfolio.
How do buybacks help Mason Hawkins?
PayPal retired 8.6% of its shares in the last twelve months. That alone made every remaining share, including Mason Hawkins's 22,463, 9.4% bigger as a slice of the company, without buying anything.
Mason Hawkins’s moves in companies like these are covered on Cannibal Stocks.
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