Southeastern Asset Management Raises IAC Inc Stake 44.15% in Q4 2025
Mason Hawkins, CEO of Southeastern Asset Management, increased his Longleaf Partners Funds holding in IAC Inc by 44.15% in the fourth quarter of 2025 following the latest 13F filing. This adjustment aligns with his focus on undervalued equities trading below intrinsic value and concentrates on top picks.
1. IAC Position Increase
Mason Hawkins increased his Longleaf Partners Funds stake in IAC Inc by 44.15% during the fourth quarter of 2025, making it one of the largest position increases among the firm’s recent portfolio adjustments.
2. Value Investing Approach
Hawkins targets companies with strong balance sheets, capable management and shares trading at 60% or less of intrinsic value, aiming to buy undervalued equities and sell when they reach fair market worth.
3. Portfolio Context
In the same filing, the firm added four new stocks and boosted stakes in 19 others, maintaining a concentrated portfolio of fewer than 25 high-conviction positions to drive long-term performance.