Mason Hawkins's KHC Position Overview
Mason Hawkins (via Southeastern Asset Management Inc/Tn/) currently holds 3.6M shares of The Kraft Heinz Company (KHC) worth $94.72 M, representing 4.83% of the portfolio. First purchased in 2024-Q4, this short-term holding has been held for 4 quarters.
Based on 13F filings, Mason Hawkins has maintained this position in KHC for several quarters, showing initial confidence in the investment. Largest addition occurred in Q2 2025, adding 1.2M shares. Largest reduction occurred in Q1 2025, reducing 373.6K shares.
Analysis based on 13F filings available since 2013 Q2
Mason Hawkins's The Kraft Heinz Company (KHC) Holding Value Over Time
Track share changes against reported price movement
Quarterly The Kraft Heinz Company (KHC) Trades by Mason Hawkins
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2024 | +2.84 M | New Buy | 2.84 M | $30.71 |
| Q1 2025 | -373,567 | Reduce 13.17% | 2.46 M | $30.43 |
| Q2 2025 | +1.21 M | Add 49.24% | 3.67 M | $25.82 |
| Q3 2025 | -36,887 | Reduce 1.00% | 3.64 M | $26.04 |
Mason Hawkins's The Kraft Heinz Company Investment FAQs
Mason Hawkins first purchased The Kraft Heinz Company (KHC) in Q4 2024, acquiring 2,835,548 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 Kraft Heinz Company (KHC) for 4 quarters since Q4 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Mason Hawkins's largest addition to The Kraft Heinz Company (KHC) was in Q4 2024, adding 2,835,548 shares worth $87.08 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 3,637,374 shares of The Kraft Heinz Company (KHC), valued at approximately $94.72 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, The Kraft Heinz Company (KHC) represents approximately 4.83% 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 Kraft Heinz Company (KHC) was 3,674,261 shares, as reported at the end of Q2 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.