Mason Hawkins's IAC Position Overview
Mason Hawkins (via Southeastern Asset Management Inc/Tn/) currently holds 3.99 M shares of IAC Inc. (IAC) worth $155.98 M, representing 6.95% of the portfolio. First purchased in 2021-Q3, this medium-term investment has been held for 18 quarters.
Based on 13F filings, Mason Hawkins has maintained a strategic position in IAC, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2025, adding 1.22 M shares. Largest reduction occurred in Q1 2025, reducing 296,448 shares.
Analysis based on 13F filings available since 2013 Q2
Mason Hawkins's IAC (IAC) Holding Value Over Time
Track share changes against reported price movement
Quarterly IAC (IAC) Trades by Mason Hawkins
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +1.22 M | Add 44.15% | 3.99 M | $39.10 |
| Q3 2025 | -163,469 | Reduce 5.58% | 2.77 M | $34.07 |
| Q2 2025 | +475,488 | Add 19.36% | 2.93 M | $37.34 |
| Q1 2025 | -296,448 | Reduce 10.77% | 2.46 M | $45.94 |
| Q4 2024 | +483,613 | Add 21.32% | 2.75 M | $43.14 |
| Q3 2024 | -166,355 | Reduce 6.83% | 2.27 M | $53.82 |
| Q2 2024 | -154,696 | Reduce 5.97% | 2.43 M | $46.85 |
| Q1 2024 | +329,153 | Add 14.56% | 2.59 M | $53.34 |
| Q4 2023 | -60,510 | Reduce 2.61% | 2.26 M | $52.38 |
| Q3 2023 | -235,440 | Reduce 9.21% | 2.32 M | $50.39 |
| Q2 2023 | -7,549 | Reduce 0.29% | 2.56 M | $62.80 |
| Q1 2023 | -24,408 | Reduce 0.94% | 2.56 M | $51.60 |
| Q4 2022 | -157,214 | Reduce 5.73% | 2.59 M | $44.40 |
| Q3 2022 | -243,769 | Reduce 8.16% | 2.75 M | $55.38 |
| Q2 2022 | +404,980 | Add 15.67% | 2.99 M | $75.97 |
| Q1 2022 | +599,828 | Add 30.23% | 2.58 M | $100.28 |
| Q4 2021 | +314,885 | Add 18.86% | 1.98 M | $130.71 |
| Q3 2021 | +1.67 M | New Buy | 1.67 M | $130.29 |
Mason Hawkins's IAC Investment FAQs
Mason Hawkins first purchased IAC Inc. (IAC) in Q3 2021, acquiring 1,669,422 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 IAC Inc. (IAC) for 18 quarters since Q3 2021.
Mason Hawkins's largest addition to IAC Inc. (IAC) was in Q3 2021, adding 1,669,422 shares worth $217.51 M.
According to the latest 13F filing for Q4 2025, Mason Hawkins's firm, Southeastern Asset Management Inc/Tn/, owns 3,989,340 shares of IAC Inc. (IAC), valued at approximately $155.98 M.
As of the Q4 2025 filing, IAC Inc. (IAC) represents approximately 6.95% of Mason Hawkins's publicly disclosed stock portfolio, making it one of their key holdings.
Mason Hawkins's peak holding in IAC Inc. (IAC) was 3,989,340 shares, as reported at the end of Q4 2025.