Mason Hawkins's DIS Position Overview
Mason Hawkins (via Southeastern Asset Management Inc/Tn/) currently holds 285.9K shares of The Walt Disney Company (DIS) worth $32.73 M, representing 1.67% of the portfolio. First purchased in 2025-Q2, this recently established position has been held for 2 quarters.
Based on recent 13F filings, Mason Hawkins has initiated a new position in DIS, representing a fresh investment thesis on this company. Largest reduction occurred in Q3 2025, reducing 4.5K shares.
Analysis based on 13F filings available since 2013 Q2
Mason Hawkins's The Walt Disney Company (DIS) Holding Value Over Time
Track share changes against reported price movement
Quarterly The Walt Disney Company (DIS) Trades by Mason Hawkins
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2025 | +290,330 | New Buy | 290,330 | $124.01 |
| Q3 2025 | -4,470 | Reduce 1.54% | 285,860 | $114.50 |
Mason Hawkins's The Walt Disney Company Investment FAQs
Mason Hawkins first purchased The Walt Disney Company (DIS) in Q2 2025, acquiring 290,330 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 The Walt Disney Company (DIS) for 2 quarters since Q2 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Mason Hawkins's largest addition to The Walt Disney Company (DIS) was in Q2 2025, adding 290,330 shares worth $36 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 285,860 shares of The Walt Disney Company (DIS), valued at approximately $32.73 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, The Walt Disney Company (DIS) represents approximately 1.67% 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 The Walt Disney Company (DIS) was 290,330 shares, as reported at the end of Q2 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.