Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Mason Hawkins % | Leopold Aschenbrenner % |
|---|---|---|
| No shared positions. | ||
Mason Hawkins runs Southeastern Asset Management, Inc. ($2.25B disclosed). Leopold Aschenbrenner runs Situational Awareness LP ($3.91B disclosed). They share 0 common positions, with 52 names unique to Mason Hawkins's book and 24 unique to Leopold Aschenbrenner's book.
Use the tables above to spot conviction overlaps (where both managers go large on the same name) and contrarian disagreements (where one is buying while the other has nothing).
Key takeaways
