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Longleaf Funds, a long-term track record of excellent results, was featured in Barron's mutual fund section over the weekend. What is Mason Hawkins investing in? His largest position is in Dell Inc (NASDAQ: DELL) equaling 7.6% of holdings.Japan was also a big theme with investments in NipponKoa Insurance, Olympus, Nikko Cordial, being all top holdings. Other Asian holdings included Chueng Kong and Fairfax Financial Holdings Limited (NYSE: FFH).
Mexico-based Cemex Sab De CV (NYSE: CX) also topped the list along with European holdings Renault and Nestle.
Regarding U.S. holdings, in addition to Dell, Ingersoll-Rand Company Limited (NYSE: IR) was at the top of the list.
One theme was certain, Hawkins is allocating a lot more of his capital outside the United States. Prior to this decade, Longleaf and Hawkins were not big international investors.
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