Mason Hawkins's CNX Position Overview
Mason Hawkins (via Southeastern Asset Management Inc/Tn/) currently holds 4.8M shares of CNX Resources Corporation (CNX) worth $152.65 M, representing 7.79% of the portfolio. First purchased in 2017-Q4, this long-term strategic position has been held for 32 quarters.
Based on 13F filings, Mason Hawkins has maintained a strategic position in CNX, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2019, adding 8.3M shares. Largest reduction occurred in Q2 2020, reducing 11.3M shares.
Analysis based on 13F filings available since 2013 Q2
Mason Hawkins's CNX Resources Corporation (CNX) Holding Value Over Time
Track share changes against reported price movement
Quarterly CNX Resources Corporation (CNX) Trades by Mason Hawkins
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2017 | +49.86 M | New Buy | 49.86 M | $14.63 |
| Q1 2018 | +1.54 M | Add 3.09% | 51.41 M | $15.43 |
| Q2 2018 | -836,714 | Reduce 1.63% | 50.57 M | $17.78 |
| Q3 2018 | -263,291 | Reduce 0.52% | 50.31 M | $14.31 |
| Q4 2018 | -1.28 M | Reduce 2.55% | 49.02 M | $11.42 |
| Q1 2019 | -1.97 M | Reduce 4.03% | 47.05 M | $10.77 |
| Q2 2019 | +8.33 M | Add 17.72% | 55.38 M | $7.31 |
| Q3 2019 | -1.7 M | Reduce 3.07% | 53.68 M | $7.26 |
| Q4 2019 | -3.4 M | Reduce 6.34% | 50.28 M | $8.85 |
| Q1 2020 | -1.97 M | Reduce 3.92% | 48.31 M | $5.32 |
| Q2 2020 | -11.32 M | Reduce 23.43% | 36.99 M | $8.65 |
| Q3 2020 | -1.4 M | Reduce 3.79% | 35.59 M | $9.44 |
| Q4 2020 | -79,143 | Reduce 0.22% | 35.51 M | $10.80 |
| Q1 2021 | -5.97 M | Reduce 16.80% | 29.54 M | $14.70 |
| Q2 2021 | -1.37 M | Reduce 4.65% | 28.17 M | $13.66 |
| Q3 2021 | -1,884 | Reduce 0.01% | 28.16 M | $12.62 |
| Q4 2021 | -702,386 | Reduce 2.49% | 27.46 M | $13.75 |
| Q1 2022 | -4.73 M | Reduce 17.22% | 22.73 M | $20.72 |
| Q2 2022 | -6.93 M | Reduce 30.46% | 15.81 M | $16.46 |
| Q3 2022 | -633,714 | Reduce 4.01% | 15.18 M | $15.53 |
| Q4 2022 | -3.7 M | Reduce 24.35% | 11.48 M | $16.84 |
| Q1 2023 | +2.28 M | Add 19.85% | 13.76 M | $16.02 |
| Q2 2023 | -1.6 M | Reduce 11.63% | 12.16 M | $17.72 |
| Q3 2023 | -2.78 M | Reduce 22.89% | 9.38 M | $22.58 |
| Q4 2023 | -1.04 M | Reduce 11.07% | 8.34 M | $20.00 |
| Q1 2024 | +715,712 | Add 8.58% | 9.05 M | $23.72 |
| Q2 2024 | -1.85 M | Reduce 20.43% | 7.2 M | $24.30 |
| Q3 2024 | -1.03 M | Reduce 14.33% | 6.17 M | $32.57 |
| Q4 2024 | -1.68 M | Reduce 27.30% | 4.49 M | $36.67 |
| Q1 2025 | +299,034 | Add 6.66% | 4.79 M | $31.48 |
| Q2 2025 | -323,422 | Reduce 6.76% | 4.46 M | $33.68 |
| Q3 2025 | +289,873 | Add 6.50% | 4.75 M | $32.12 |
Mason Hawkins's CNX Resources Corporation Investment FAQs
Mason Hawkins first purchased CNX Resources Corporation (CNX) in Q4 2017, acquiring 49,863,263 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Mason Hawkins has held CNX Resources Corporation (CNX) for 32 quarters since Q4 2017. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Mason Hawkins's largest addition to CNX Resources Corporation (CNX) was in Q4 2017, adding 49,863,263 shares worth $729.5 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Mason Hawkins's firm, Southeastern Asset Management Inc/Tn/, owns 4,752,629 shares of CNX Resources Corporation (CNX), valued at approximately $152.65 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, CNX Resources Corporation (CNX) represents approximately 7.79% of Mason Hawkins's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Mason Hawkins's peak holding in CNX Resources Corporation (CNX) was 55,382,914 shares, as reported at the end of Q2 2019. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.