Mattel

MAT

Market cap $4.41B

During the quarter Longleaf Partners Global Fund had no new purchases and exited four holdings: Bio-Rad, Louis Hachette, Louisiana-Pacific and Walt Disney. Glanbia's shares held up well in a difficult market environment, though the stock continues to trade at undemanding multiples relative to global food and beverage staples peers. Delivery Hero reported largely inline FY25 results with FCF delivery stronger than our and street expectations.

Alcoholic beverage company Boston Beer was a contributor for the quarter as industry data improved compared to last year. Children's toy, media, and consumer products creator Mattel was a detractor in the quarter. During the quarter we had no new purchases or exits.

During the quarter, we had no new purchases and exited three holdings: Louisiana-Pacific, PayPal and Walt Disney. CNH, a leading global agriculture and construction equipment manufacturer, was a contributor for the quarter. Life-sciences company Avantor detracted for the quarter.

EL SEGUNDO, Calif.--(BUSINESS WIRE)--Mattel, Inc. (NASDAQ: MAT) today announced that it plans to release its first quarter 2026 financial results on Wednesday, April 29, 2026, at approximately 4:05 p.m. Eastern Time. Following this, Mattel will host a webcast conference call at 5:00 p.m. Eastern Time. The webcast and accompanying slides will be available under the Events and Presentations section of Mattel's Investor Relations website, https://investors.mattel.com. To listen to the webcast, log.

EL SEGUNDO, Calif.--(BUSINESS WIRE)--Mattel, Inc. (NASDAQ: MAT), a leading global play and family entertainment company and owner of one of the most iconic brand portfolios in the world, today announced that Steve Totzke, President and Chief Commercial Officer, will step down from his role effective May 1, 2026. Sanjay Luthra, Executive Vice President and Managing Director of EMEA and Global Direct-to-Consumer, has been appointed to succeed Totzke as Chief Commercial Officer, overseeing Mattel'.

EL SEGUNDO, Calif.--(BUSINESS WIRE)--Mattel, Inc. (NASDAQ: MAT), a leading global play and family entertainment company and owner of one of the most iconic brand portfolios in the world, today revealed a global cross-category product line inspired by the upcoming live-action “Masters of the Universe” feature film from Amazon MGM Studios and Mattel Studios. The film is set to debut theatrically in the United States on June 5, 2026, with an international rollout to follow this June via Sony Pictu.

EL SEGUNDO, Calif.--(BUSINESS WIRE)--Mattel, Inc. (NASDAQ: MAT), a leading global play and family entertainment company and owner of one of the most iconic brand portfolios in the world, participated on Thursday, March 12, 2026 in a keynote presentation at the UBS Global Consumer and Retail Conference. Chairman and Chief Executive Officer Ynon Kreiz conducted broadcast interviews with Bloomberg and CNBC adjacent to the conference. Management discussed the company's outlook for this year and bey.

LOS ANGELES, March 13, 2026 (GLOBE NEWSWIRE) -- The Portnoy Law Firm advises Mattel, Inc., (“Mattel" or the "Company") (NASDAQ:MAT) investors that the firm has initiated an investigation into possible securities fraud, and may file a class action on behalf of investors.

LOS ANGELES, March 13, 2026 (GLOBE NEWSWIRE) -- The Portnoy Law Firm advises Mattel, Inc. , (“ Mattel " or the "Company") ( NASDAQ : MAT ) investors that the firm has initiated an investigation into possible securities fraud, and may file a class action on behalf of investors.

Acquired 2,385,643 shares of Mattel; estimated trade size $47.33 million (based on quarterly average price). Quarter-end position value increased by $47.33 million, reflecting the new purchase.