Mason Hawkins
Mason Hawkins
Southeastern Asset Management
Last update 2018-10-10 29 Stocks (2 new)
Value $8.95 Bil Turnover 6 %
Top Holdings: CTL (14.77%) CNX (10.05%) PK (6.9%) CMCSA (6.86%) MAT (6.79%)
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Mason Hawkins Profile

Mason Hawkins has been Chairman and Chief Executive Officer Southeastern Asset Management since 1975, and he and his partners manage the Longleaf Partners Funds. Mr. Hawkins attended the University of Florida where he earned a B.A. in Finance, and the University of Georgia where he earned an M.B.A. in Finance.

Mason Hawkins Investing Philosophy

Mason Hawkins and his partners are value investors. When evaluating potential investments, they look for three things, "good business, good people, and a good price." Like many successful gurus, he and his partners seek to achieve superior long-term performance by acquiring equity securities in understandable business with strong balance sheets, run by capable management, and trading at less than intrinsic value. Typically, they only invest in companies trading at 60% or less of intrinsic value appraised by looking at the current value of a company's assets and liabilities and also by looking the present value of future cash flows (DCF).They sell stocks when the stocks reach their intrinsic worth. Mason Hawkins believes it is important to have a portfolio concentrated in only the best investment ideas, and the firm generally holds fewer than 25 stocks in each portfolio.

Mason Hawkins Total Holding History ($B)

Historical Allocation of Stock, Bonds, Cash

Performance of Longleaf Partners Fund

YearReturn %S&P500 %Excess Gain %
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Commentaries and Stories
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Longleaf Partners 3rd Quarter Shareholder Letter
All four Longleaf Partners Funds posted positive gains in the 3rd quarter
0 Votes
154 Views    Holly LaFon    2018-10-12 18:46
The Skunk at the Party
Highlights from the Longleaf Partners' 2nd quarter letter
0 Votes
65 Views    Bram de Haas    2018-07-18 16:21
Longleaf Partners' 2nd Quarter Shareholder Letter
Firm where Mason Hawkins is chairman and CEO releases commentary
0 Votes
129 Views    Holly LaFon    2018-07-12 20:38
Southeastern’s Comcast Ups the Ante for Twenty-First Century Fox
The proposal represents a 19% premium to Disney's offer
0 Votes
170 Views    James Li    2018-06-14 18:26
Southeastern Asset Management Sells Wynn Resorts, FedEx, Chesapeake
Firm's largest sales of first quarter
0 Votes
91 Views    Tiziano Frateschi    2018-05-31 16:49
Mason Hawkins’ Southeastern Bets Big on Comcast in 1st Quarter
The firm disclosed 3 new positions in latest portfolio report
0 Votes
91 Views    James Li    2018-05-15 20:45
Mattel Tries to Recast Its Misfit Image
Gurus piling on shares have not abandoned the old-fashioned toymaker
2 Votes
557 Views    Yamil Berard    2018-05-11 20:43
GE Brings Old Earnings to Light
The company will restate earnings as part of new accounting rules on Friday, and post 1st-quarter results
3 Votes
1095 Views    Yamil Berard    2018-04-18 20:46
2 Great Investment Ideas by Southeastern Asset Management
Quarterly investment summary of the Longleaf Partners funds
2 Votes
340 Views    Bram de Haas    2018-04-14 13:54
Longleaf Partners 1st Quarter Shareholder Letter
Review of markets and holdings
1 Votes
228 Views    Holly LaFon    2018-04-12 18:29

Top Ranked Articles
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Lemon Juice, Knights and Hybrids
Freestyle chess can teach a lot about the value of a hybrid approach to value investing
5 Votes
941 Views    Thomas Macpherson    2016-10-18 21:50
Fairholme, Longleaf Overcome Painful Year to Lead Best Funds of 2016
Berkowitz and Hawkins land in top 10 and currently like cash
4 Votes
1889 Views    Holly LaFon    2016-12-30 22:26
Longleaf Partners Fund 4th Quarter Commentary
Review of holdings and markets
4 Votes
1040 Views    Holly LaFon    2018-01-19 23:04
Mason Hawkins: we are thrilled by the opportunity
3 Votes
1404 Views    gurufocus    2005-11-14 22:34
Mason Hawkins Comments on DirecTV
3 Votes
1066 Views    Holly LaFon    2013-08-12 22:27
Mason Hawkins Comments on Chesapeake Energy
3 Votes
857 Views    Holly LaFon    2014-02-17 23:09
Mason Hawkins' Longleaf Partners Q3 Commentary
Fund's managers discuss performance, stocks and market
3 Votes
2151 Views    Holly LaFon    2015-10-22 18:46
Longleaf Partners Fund Commentary 4th Quarter
Review of markets and holdings
3 Votes
974 Views    Holly LaFon    2017-01-24 17:57