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Focused investors/Mason Hawkins

Mason Hawkins - Southeastern Asset Management

As of Q2 2026, Mason Hawkins reported 47 long-equity positions worth $1.92B in aggregate.

Copy-investor backtest

Latest quarter
+7.80%
1-year
+8.55%
3-year
+28.22%
5-year
+36.51%
3-year vs S&P 500
-45.02%
5-year vs S&P 500
-37.58%
5-year top 5
+12.80%

Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.

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