PRIMECAP Management's position in Mattel is currently worth $606 Million. That's 0.49% of their equity portfolio (50th largest holding). The investor owns 10.89% of the outstanding Mattel stock. The first Mattel trade was made in Q1 2013. Since then PRIMECAP Management bought shares nine more times and sold shares on 26 occasions. The investor's estimated purchase price is $665 Million, resulting in a loss of 8.9%.
Longleaf Partners, managed by Southeastern Asset Management, released its “Partners Fund” fourth quarter 2023 investor letter. A copy of the same can be down...
Southeastern’s 13F portfolio value decreased from $5.96B to $5.66B. The top 3 positions are Lumen Technologies, CNX Resources and Mattel - ~27% of the portfo...