Mason Hawkins is an important north -American investor, known for being the founder and president of South -East assets management. Hawkins has a degree in Finance Arts from the University of Florida and later made his MBA in finance from the University of Georgia. Prior to founding the south -east of assets management, the billionaire gained experience as research director of the Atlantic National Bank and First Tennessee Investment Management. There he developed his value investment strategy and has since been known for his discipline in value investment. Its Southeastern Fund Asset Management also has the same reputation, which can be witnessed through its concentrated portfolio of about 40 to 50 actions. Southeastern Asset Management Services 47 customers currently, with $ 5,271,901,660 as assets under management from March 2024.
Value Investment is an investment strategy that uses well -managed and quality purchasing actions at prices significantly below their intrinsic value. The Hawkins strategy core is to buy shares when its market price is not more than 60% of the company’s valuation of its intrinsic value. Value investors believe that the market reacts to economic news, which involves a movement of the actions prices, however, this news does not affect the long -term foundations of a company. Therefore, investors like Mason Hawkins do not follow the herd and use financial research and analysis to find quality companies. Value investors are also known by long -term holding companies, but also actively delete the actions that the market is underestimating.
Hawkins research and disciplined investment strategy has won widespread recognition. He won the Lifetime of the Investors’ Life in 2005 and was also appointed National Fund Manager of Equity of the Year to Morningsar in 2006.
Under the current condition of the market, Hawkins’s value investment strategy has caused the attention of southeastern assets to small-level actions. While the stocks of small layers have largely had the market compared to its large homologous homologues. However, according to Francis Gannon, co-head of investment of Royce Investment Partners, Small caps have an attractive price For long -term investment opportunities. Gannon’s investment advice is aligned with Hawkins’ strategy, as it suggests investing in small quality companies with fundamental foundations, low debts, long -term gains established and significant potential.
To collect the list of the 10 Mason Hawkins Mason’s Mason’s stocks with great potential upside down, we traveled the 13F tiles of southeastern assets management, from Insider Monkey. From these files, we checked the potential in reverse of each CNN actions and classified the stocks in ascending order of the potential in reverse. We have also added the participation of southern assets management -east of each company and the feeling of coverage funds around each action. Note that the data was recorded on April 28, 2025. Note that for this article we have defined small -layered companies as those with market capitalization of $ 1 billion to $ 10 billion.
Why are we interested in the stocks that cover the funds? The reason is simple: our research has shown that we can overcome the market by imitating the best stock options for the best coverage funds. The strategy of our quarterly bulletin selects 14 stocks of small layers and large layers each quarter and has returned 373.4% since May 2014, surpassing its reference point at 218 percentage points (Check out more details here)).
Oscar Health, Inc. (OSCR): Between Mason Hawkins Masonic Degree with great potential on reverse
Mason Hawkins of South -East Asset Management
Market capitalization: $ 5.75 million
Number of coverage fund holders: 41
Southeastern Asset Management Stake: 96,343,863 $
Potential analyst on reverse: 37.66%
HF Sinclair Corporation (NYSE: Dino) is an independent energy company based in Texas. The company deals with a wide range of oil based and renewable products. It works through five key business segments, such as refinement, renewables, marketing, lubricants and specialties and midstream.
On April 7, Analyst Joe Latsch, from Morgan Stanley, maintained a purchase rating for shares, maintaining the price of $ 50. Latsch emphasized a series of challenges and opportunities for HF Sinclair Corporation (NYSE: Dino). He said that while the company is expected to confront some moderation due to maintenance activities and less favorable raw differentials, however, the refining segment is expected to benefit from greater gross performance. The analyst acknowledged that lubricants and company specialties face lower sales volumes, however, he believes that the problem is manageable. Finally, the Midstream segment is expected to publish a stable performance by helping the company to achieve its annual operating rate.
During the 2024 exercise, HF Sinclair Corporation (NYSE: Dino) managed to record Ebitda for his marketing segments and half. The Ebitda Marketing segment grew 23% year -on -year to reach $ 75 million, while the Midstream segment grew by 14% to $ 447 million. This allowed the company to return more than a billion dollars to shareholders through dividends during the year. HF Sinclair Corporation (NYSE: Dino) is one of the ten stocks of Mason Hawkins’s billionaire with great potential.
Longleaf Partners Fund declared the following on HF Sinclair Corporation (NYSE: Dino) in its Q4 2024 Investor letter:
)HF Sinclair Corporation (NYSE: DINO) – HF Sinclair Energy Infrastructure Company, Refinning Owner, Intermediate, Specialized Chemicals, Marketing and Renewable Fuel Assets, Detracted During the Quarter and During the Year. The company has unique assets protected from competition and has a great culture focused on value and value by action. We had the opportunity to buy this strong company in the quarter due to the recent refinement of the volatility of the price and the price of oil. We know that HF Sinclair had it before 2015 at the bottom of the small lid and has followed it since we visited the company in 2009. As is typical in this industry, the quarterly volatility in diffusion prices can weigh the price of short-term shares, which is what happened this quarter. He encouraged us to see a major information purchase throughout the quarter while we were buying next to him. “
Generally, Dino occupies 9th place In our list of small stocks of Mason Hawkins Multimilionary with great potential vice versa. Although we recognize Dino’s potential as an investment, our conviction lies in the belief that the AI actions have a greater promise to obtain higher yields and do it in a shorter period. There is an AI stock that increased since the beginning of 2025, while the popular AI actions lost around 25%. If you are looking for a stock of Ia most promising you have lunch but sells less than five times, see our report on this Ia stock cheap.
