Mason Hawkins's FDX Position Overview
Mason Hawkins (via Southeastern Asset Management Inc/Tn/) currently holds 359,122 shares of FedEx Corporation (FDX) worth $103.74 M, representing 4.62% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 51 quarters.
Based on 13F filings since 2013, Mason Hawkins has maintained a long-term strategic position in FDX, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2015, adding 1.25 M shares. Largest reduction occurred in Q4 2014, reducing 3.52 M shares.
Analysis based on 13F filings available since 2013 Q2
Mason Hawkins's FedEx Corporation (FDX) Holding Value Over Time
Track share changes against reported price movement
Quarterly FedEx Corporation (FDX) Trades by Mason Hawkins
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -15,258 | Reduce 4.08% | 359,122 | $288.86 |
| Q3 2025 | -5,156 | Reduce 1.36% | 374,380 | $235.81 |
| Q2 2025 | -9,178 | Reduce 2.36% | 379,536 | $227.31 |
| Q1 2025 | -41,625 | Reduce 9.67% | 388,714 | $243.78 |
| Q4 2024 | -14,523 | Reduce 3.26% | 430,339 | $281.33 |
| Q3 2024 | -65,371 | Reduce 12.81% | 444,862 | $273.68 |
| Q2 2024 | -32,015 | Reduce 5.90% | 510,233 | $299.84 |
| Q1 2024 | +57,135 | Add 11.78% | 542,248 | $289.74 |
| Q4 2023 | -111,715 | Reduce 18.72% | 485,113 | $252.97 |
| Q3 2023 | -63,695 | Reduce 9.64% | 596,828 | $264.92 |
| Q2 2023 | +8,206 | Add 1.26% | 660,523 | $247.90 |
| Q1 2023 | -132,668 | Reduce 16.90% | 652,317 | $228.49 |
| Q4 2022 | -401,444 | Reduce 33.84% | 784,985 | $173.20 |
| Q3 2022 | -184,083 | Reduce 13.43% | 1.19 M | $148.47 |
| Q2 2022 | -18,024 | Reduce 1.30% | 1.37 M | $226.71 |
| Q1 2022 | -58,788 | Reduce 4.06% | 1.39 M | $231.39 |
| Q4 2021 | +298,865 | Add 26.02% | 1.45 M | $258.64 |
| Q3 2021 | +302,412 | Add 35.74% | 1.15 M | $219.29 |
| Q2 2021 | -510 | Reduce 0.06% | 846,047 | $298.33 |
| Q1 2021 | -39,053 | Reduce 4.41% | 846,557 | $284.04 |
| Q4 2020 | -138,889 | Reduce 13.56% | 885,610 | $259.62 |
| Q3 2020 | -1.09 M | Reduce 51.44% | 1.02 M | $251.52 |
| Q2 2020 | -455,608 | Reduce 17.76% | 2.11 M | $140.22 |
| Q1 2020 | +135,696 | Add 5.58% | 2.57 M | $121.26 |
| Q4 2019 | -111,038 | Reduce 4.37% | 2.43 M | $151.21 |
| Q3 2019 | -62,660 | Reduce 2.41% | 2.54 M | $145.57 |
| Q2 2019 | -313,279 | Reduce 10.74% | 2.6 M | $164.19 |
| Q1 2019 | +274,350 | Add 10.38% | 2.92 M | $181.41 |
| Q4 2018 | +91,549 | Add 3.59% | 2.64 M | $161.33 |
| Q3 2018 | -110,024 | Reduce 4.13% | 2.55 M | $240.79 |
| Q2 2018 | -52,106 | Reduce 1.92% | 2.66 M | $227.06 |
| Q1 2018 | -606,788 | Reduce 18.28% | 2.71 M | $240.11 |
| Q4 2017 | -598,249 | Reduce 15.27% | 3.32 M | $249.54 |
| Q3 2017 | -796,039 | Reduce 16.89% | 3.92 M | $225.58 |
| Q2 2017 | -911,462 | Reduce 16.20% | 4.71 M | $217.33 |
| Q1 2017 | -49,010 | Reduce 0.86% | 5.63 M | $195.15 |
| Q4 2016 | -934,141 | Reduce 14.14% | 5.67 M | $186.20 |
| Q3 2016 | +241,024 | Add 3.79% | 6.61 M | $174.68 |
| Q2 2016 | -315,978 | Reduce 4.73% | 6.37 M | $151.78 |
| Q1 2016 | +549,572 | Add 8.96% | 6.68 M | $162.72 |
| Q4 2015 | -252,088 | Reduce 3.95% | 6.13 M | $148.99 |
| Q3 2015 | +1.25 M | Add 24.42% | 6.39 M | $143.98 |
| Q2 2015 | -292,284 | Reduce 5.39% | 5.13 M | $170.40 |
| Q1 2015 | -439,503 | Reduce 7.49% | 5.42 M | $165.45 |
| Q4 2014 | -3.52 M | Reduce 37.50% | 5.86 M | $173.66 |
| Q3 2014 | -3.03 M | Reduce 24.40% | 9.38 M | $161.45 |
| Q2 2014 | -674,617 | Reduce 5.15% | 12.41 M | $151.38 |
| Q1 2014 | -238,882 | Reduce 1.79% | 13.09 M | $132.56 |
| Q4 2013 | -2.17 M | Reduce 14.03% | 13.33 M | $143.77 |
| Q3 2013 | -744,244 | Reduce 4.58% | 15.5 M | $114.11 |
| Q2 2013 | +16.24 M | Add 0.00% | 16.24 M | $98.58 |
Mason Hawkins's FedEx Corporation Investment FAQs
Mason Hawkins first purchased FedEx Corporation (FDX) in Q2 2013, acquiring 16,244,306 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 FedEx Corporation (FDX) for 51 quarters since Q2 2013.
Mason Hawkins's largest addition to FedEx Corporation (FDX) was in Q2 2013, adding 16,244,306 shares worth $1.6 B.
According to the latest 13F filing for Q4 2025, Mason Hawkins's firm, Southeastern Asset Management Inc/Tn/, owns 359,122 shares of FedEx Corporation (FDX), valued at approximately $103.74 M.
As of the Q4 2025 filing, FedEx Corporation (FDX) represents approximately 4.62% of Mason Hawkins's publicly disclosed stock portfolio, making it one of their key holdings.
Mason Hawkins's peak holding in FedEx Corporation (FDX) was 16,244,306 shares, as reported at the end of Q2 2013.