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. ($2.03B disclosed). Leopold Aschenbrenner runs Situational Awareness LP ($13.68B disclosed). They share 0 common positions, with 48 names unique to Mason Hawkins's book and 42 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
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. ($2.03B disclosed). Leopold Aschenbrenner runs Situational Awareness LP ($13.68B disclosed). They share 0 common positions, with 48 names unique to Mason Hawkins's book and 42 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
