Mason Hawkins's CNX Position Overview
Mason Hawkins (via Southeastern Asset Management Inc/Tn/) currently holds 4.01 M shares of CNX Resources Corporation (CNX) worth $154.74 M, representing 7.61% of the portfolio. First purchased in 2017-Q4, this long-term strategic position has been held for 34 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 8.33 M shares. Largest reduction occurred in Q2 2020, reducing 11.32 M 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -721,713 | Reduce 15.24% | 4.01 M | $38.55 |
| Q4 2025 | -16,805 | Reduce 0.35% | 4.74 M | $36.77 |
| Q3 2025 | +289,873 | Add 6.50% | 4.75 M | $32.12 |
| Q2 2025 | -323,422 | Reduce 6.76% | 4.46 M | $33.68 |
| Q1 2025 | +299,034 | Add 6.66% | 4.79 M | $31.48 |
| Q4 2024 | -1.68 M | Reduce 27.30% | 4.49 M | $36.67 |
| Q3 2024 | -1.03 M | Reduce 14.33% | 6.17 M | $32.57 |
| Q2 2024 | -1.85 M | Reduce 20.43% | 7.2 M | $24.30 |
| Q1 2024 | +715,712 | Add 8.58% | 9.05 M | $23.72 |
| Q4 2023 | -1.04 M | Reduce 11.07% | 8.34 M | $20.00 |
| Q3 2023 | -2.78 M | Reduce 22.89% | 9.38 M | $22.58 |
| Q2 2023 | -1.6 M | Reduce 11.63% | 12.16 M | $17.72 |
| Q1 2023 | +2.28 M | Add 19.85% | 13.76 M | $16.02 |
| Q4 2022 | -3.7 M | Reduce 24.35% | 11.48 M | $16.84 |
| Q3 2022 | -633,714 | Reduce 4.01% | 15.18 M | $15.53 |
| Q2 2022 | -6.93 M | Reduce 30.46% | 15.81 M | $16.46 |
| Q1 2022 | -4.73 M | Reduce 17.22% | 22.73 M | $20.72 |
| Q4 2021 | -702,386 | Reduce 2.49% | 27.46 M | $13.75 |
| Q3 2021 | -1,884 | Reduce 0.01% | 28.16 M | $12.62 |
| Q2 2021 | -1.37 M | Reduce 4.65% | 28.17 M | $13.66 |
| Q1 2021 | -5.97 M | Reduce 16.80% | 29.54 M | $14.70 |
| Q4 2020 | -79,143 | Reduce 0.22% | 35.51 M | $10.80 |
| Q3 2020 | -1.4 M | Reduce 3.79% | 35.59 M | $9.44 |
| Q2 2020 | -11.32 M | Reduce 23.43% | 36.99 M | $8.65 |
| Q1 2020 | -1.97 M | Reduce 3.92% | 48.31 M | $5.32 |
| Q4 2019 | -3.4 M | Reduce 6.34% | 50.28 M | $8.85 |
| Q3 2019 | -1.7 M | Reduce 3.07% | 53.68 M | $7.26 |
| Q2 2019 | +8.33 M | Add 17.72% | 55.38 M | $7.31 |
| Q1 2019 | -1.97 M | Reduce 4.03% | 47.05 M | $10.77 |
| Q4 2018 | -1.28 M | Reduce 2.55% | 49.02 M | $11.42 |
| Q3 2018 | -263,291 | Reduce 0.52% | 50.31 M | $14.31 |
| Q2 2018 | -836,714 | Reduce 1.63% | 50.57 M | $17.78 |
| Q1 2018 | +1.54 M | Add 3.09% | 51.41 M | $15.43 |
| Q4 2017 | +49.86 M | New Buy | 49.86 M | $14.63 |
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 34 quarters since Q4 2017.
Mason Hawkins's largest addition to CNX Resources Corporation (CNX) was in Q4 2017, adding 49,863,263 shares worth $729.5 M.
According to the latest 13F filing for Q1 2026, Mason Hawkins's firm, Southeastern Asset Management Inc/Tn/, owns 4,014,111 shares of CNX Resources Corporation (CNX), valued at approximately $154.74 M.
As of the Q1 2026 filing, CNX Resources Corporation (CNX) represents approximately 7.61% of Mason Hawkins's publicly disclosed stock portfolio, making it one of their key holdings.
Mason Hawkins's peak holding in CNX Resources Corporation (CNX) was 55,382,914 shares, as reported at the end of Q2 2019.