Mason Hawkins's IAC Position Overview
Mason Hawkins (via Southeastern Asset Management Inc/Tn/) currently holds 2.8M shares of IAC Inc. (IAC) worth $94.29 M, representing 4.81% of the portfolio. First purchased in 2021-Q3, this medium-term investment has been held for 17 quarters.
Based on 13F filings, Mason Hawkins has maintained a strategic position in IAC, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2022, adding 599.8K shares. Largest reduction occurred in Q1 2025, reducing 296.4K 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2021 | +1.67 M | New Buy | 1.67 M | $130.29 |
| Q4 2021 | +314,885 | Add 18.86% | 1.98 M | $130.71 |
| Q1 2022 | +599,828 | Add 30.23% | 2.58 M | $100.28 |
| Q2 2022 | +404,980 | Add 15.67% | 2.99 M | $75.97 |
| Q3 2022 | -243,769 | Reduce 8.16% | 2.75 M | $55.38 |
| Q4 2022 | -157,214 | Reduce 5.73% | 2.59 M | $44.40 |
| Q1 2023 | -24,408 | Reduce 0.94% | 2.56 M | $51.60 |
| Q2 2023 | -7,549 | Reduce 0.29% | 2.56 M | $62.80 |
| Q3 2023 | -235,440 | Reduce 9.21% | 2.32 M | $50.39 |
| Q4 2023 | -60,510 | Reduce 2.61% | 2.26 M | $52.38 |
| Q1 2024 | +329,153 | Add 14.56% | 2.59 M | $53.34 |
| Q2 2024 | -154,696 | Reduce 5.97% | 2.43 M | $46.85 |
| Q3 2024 | -166,355 | Reduce 6.83% | 2.27 M | $53.82 |
| Q4 2024 | +483,613 | Add 21.32% | 2.75 M | $43.14 |
| Q1 2025 | -296,448 | Reduce 10.77% | 2.46 M | $45.94 |
| Q2 2025 | +475,488 | Add 19.36% | 2.93 M | $37.34 |
| Q3 2025 | -163,469 | Reduce 5.58% | 2.77 M | $34.07 |
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 17 quarters since Q3 2021. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Mason Hawkins's largest addition to IAC Inc. (IAC) was in Q3 2021, adding 1,669,422 shares worth $217.51 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 2,767,511 shares of IAC Inc. (IAC), valued at approximately $94.29 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, IAC Inc. (IAC) represents approximately 4.81% 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 IAC Inc. (IAC) was 2,989,115 shares, as reported at the end of Q2 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.