Mason Hawkins Buys Stakes in Google, Five Other Companies in First Quarter

Value investor Mason Hawkins is observing his 40th anniversary as chairman and CEO of Southeastern Asset Management, where the emphasis is on “good business, good people, and a good price” when considering investing in a company. Southeastern Asset Management typically holds no more than two dozen stakes in each portfolio; Hawkins’ portfolio is a little higher than that with 30 stakes in it currently.