Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Mason Hawkins % | Warren Buffett % |
|---|---|---|
| KRAFT HEINZ CO | 4.8% | 2.9% |
| CONSTELLATION BRANDS INC | 0.0% | 0.7% |
| LOUISIANA PAC CORP | 1.0% | 0.2% |
| ATLANTA BRAVES HLDGS INC | 1.2% | 0.0% |
Mason Hawkins runs Southeastern Asset Management, Inc. ($2.25B disclosed). Warren Buffett runs Berkshire Hathaway Inc ($274.16B disclosed). They share 4 common positions, with 48 names unique to Mason Hawkins's book and 35 unique to Warren Buffett'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
