Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Mason Hawkins % | George Soros % |
|---|---|---|
| POTLATCHDELTIC CORPORATION | 5.6% | 0.0% |
| DISNEY WALT CO | 1.6% | 1.0% |
| TRIPADVISOR INC | 1.8% | 0.1% |
Mason Hawkins runs Southeastern Asset Management, Inc. ($2.25B disclosed). George Soros runs Soros Fund Management LLC ($7.46B disclosed). They share 3 common positions, with 49 names unique to Mason Hawkins's book and 215 unique to George Soros'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
