Tracking Southeastern Asset Management Portfolio - Q1 2020 Update

Top Stakes
$CTL $FDX $GE $MAT $CNX

Disposals
$WYNN $NOK

New Stakes
$DD $H $ESRT $UNVR $BRKB $BRKA

Decreases
$CTL $GE $MAT $CNX $GOOG
$CMCSA $LAZ $GHC $PK $EPAC

Increases
$FDX $UTX $WMB
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