Portrait of Mason Hawkins

Superinvestor · snapshot Q4 2025

Mason Hawkins

Southeastern Asset Management

deep valuevalue

Deep-value concentrated investor, runs Longleaf Partners funds. Look for 60-cent-dollar businesses with aligned owner-operators.

Prism interpretation

60-cent-dollar deep value with an owner-operator lens.
Focused — meaningful conviction in a handful of names.

Concentration profile

Positions

6

Top 1

23%

Top 5

88%

Top 10

100%

Effective N

5.7

Holdings · 6

Curated summary

Click any ticker for the full Prism report.

  1. 01
    FDXFedEx +1 other
    8.1%
  2. 02
    MGMMGM Resorts
    6.7%
  3. 03
    CNHCNH Industrial
    5.8%
  4. 04
    WYNNWynn Resorts
    5.4%
  5. 05
    LENLennar
    4.8%
  6. 06
    LBRDKLiberty Broadband +4 others
    4.1%

How this book compares

2 of Mason Hawkins's holdings also appear in at least one other tracked portfolio. Cross-held names are flagged above with the +N others mark. The full consensus book is available on the Grand Portfolio page.

Tracked alongside 29 other superinvestors.

Source noteIllustrative top-holdings view compiled from 13F-HR filed Feb 2026 for period ending Dec 31, 2025. SEC EDGAR CIK 0000807985. Weights normalised to the top positions surfaced here.

Reporting date: December 31, 2025. 13F filings disclose only US long-equity positions and lag real time by 45 days. Educational use only.