Mason Hawkins is a prominent American investor who is known as the founder and chairman of Southeasters Asset Management. Hawkins holds a Bachelor of Arts in finance from the University of Florida and later carried out his MBA in finance at the University of Georgia. Before the founding of Southeasters Asset Management, the billionaire gained experience as a research director at the Atlantic National Bank and First Tennessee Investment Management. There he developed his value investment strategy and has been known for his value discipline since then. His fund south -heasters asset management also has the same reputation, which can be observed due to its concentrated portfolio of around 40 to 50 shares. South Heasters Asset Management Services 47 Customers at the moment with 5,271,901,660 USD as administrative assets from March 2024.
Value Investment is an investment strategy in which shares of well -managed and high -quality companies are used at prices that rise significantly below their inner value. The core of Hawkins strategy is to acquire shares if its market price is no more than 60% of the assessment of its inner value by the company. Value investors believe that the market is overreacting on business news, which leads to a movement of the share prices, but do not influence this news the long -term foundations of a company. Therefore, investors like Mason Hawkins do not follow and use financial research and analysis to find high -quality companies. Value investors are also known in the long term for holding companies, but also actively the shares that the market underestimates.
Hawkins’ disciplined and research -based investment strategy brought him widespread recognition. In 2005 he received the Lifetime Achievement Award of the investor and was also appointed in 2006 by Morningstar in the domestic equity fund manager of the year.
Under the current market state, Hawkins’ value investment strategy has drawn the attention of the Southeastern Asset Management on Klebenkappen shares. While the small cap shares have largely subjected the market to their big colleagues. According to Francis Gannon, Co-Chief Investment Officer at Royce Investment Partners, Small caps are attractive, price For long -term investment options. Gannon’s investment advice corresponds to the strategy of Hawkins, since it suggests, to invest in high -quality small capital companies with strong foundations, low debts, defined yields and considerable upward potential.
In order to create the list of the 10 small caps of billionaires Mason Hawkins with great upward potential, we have enforced 13F registrations of the South Heasters Asset Management by Insider Monkey. From these submissions we checked the upward potential of each share from CNN and classified the shares in the rising order of the upward potential. We also added the approach in Southeasters Asset Management in every company and the hedge fund atmosphere for every share. Please note that the data was recorded on April 28, 2025. Also note that for this article we defined small captual companies as those with a market capitalization between $ 1 billion to $ 10 billion.
Why are we interested in the stocks in which hedge funds are stacked? The reason is simple: Our research has shown that we can outperform the market by imitating the top shares selection of the best hedge funds. The strategy of our quarterly newsletter selects 14 small cap and large cap shares every quarter and has returned 373.4% since May 2014. He exceeded his benchmark by 218 percentage points ((by 218 percent) (You can find more information here).
Oscar Health, Inc. (OSCR): Among the small cap shares by billionaire Mason Hawkins with great upward potential
Mason Hawkins from Southeastern Asset Management
Market capitalization: 5.75 billion US dollars
Number of hedge fund holders: 41
Southeast of assets management: 96,343,863 USD
Analyst Approval potential: 37.66%
The HF Sinclair Corporation (NYSE: Dino) is an independent energy company based in Texas. The company acts in a variety of petroleum basis and renewable products. It works over five important business segments, including refining, renewable energies, marketing, lubricant and specialties and midstream.
On April 7, analyst Joe Laetsch from Morgan Stanley contributed a merchanting to the share and held the price target at $ 50. Laetsch emphasized a number of challenges and opportunities for HF Sinclair Corporation (NYSE: Dino). He noted that the company is expected to benefit from a higher raw throughput due to maintenance activities and less favorable raw materials that the refinery segment is benefited. The analyst admitted that the company’s lubricant and specialties of the company are exposed to lower sales volume. However, he believes that the problem is manageable. Finally, the midstream segment is expected to achieve a stable performance, which gives the company its annual running rate.
During the 2024 financial year, HF Sinclair Corporation (NYSE: Dino) reached the Rekord -Bitda for its marketing and midstream segments. The EBITDA marketing segment grew by 23% compared to the previous year and reached $ 75 million, while the midstream segment grew by $ 447 million. This enabled the company to return over $ 1 billion to shareholders over the course of the year. The HF Sinclair Corporation (NYSE: Dino) is one of the 10 small caps of billionaire Mason Hawkins with great upward potential.
The Longleaf Partners Fund gave the following regarding the HF Sinclair Corporation (NYSE: Dino) in its festival Q4 2024 investor letter:
“HF Sinclair Corporation (NYSE: Dino) – Energy Infrastructure Company HF Sinclair, Raffining, Midstream, Special Chemicals, Marketing and Renewable Features that are affected in the quarter and for the year. The company has unique assets that are protected from the competition and has a great culture that focuses on the value per share growth and implementation. We had the opportunity to buy this strong company in the quarter due to the latest refinery downcycle and oil price volatility. We know that HF Sinclair owned it well in 2015 in the small cap fund and since we visited the company for the first time in 2009. As is typical in this industry, the quarterly volatility in spread prices can weigh the share price at short notice, which happened in this quarter. We were encouraged to see a significant purchase of insiders in the course of the quarter when we bought next to them. “
Overall dino 9th place On our list of Small Cap shares by billionaire Mason Hawkins with great upward potential. While we recognize the potential of Dino as an investment, our conviction is convinced that KI shares have a higher promise to achieve higher returns, and do so within a shorter time frame. There is a AI inventory that has risen since the beginning of 2025, while popular AI shares lost around 25%. If you are looking for a AI share that is more promising than Dino, which, however, is less than five times the profit, read our report about it Cheapest AI share.
