Billionaire Mason Hawkins’ Top 15 Long-Term Stock Picks 

13. Cardinal Health, Inc. (NYSE:CAH) 

Number of Hedge Fund Holders: 40 

Cardinal Health, Inc. (NYSE:CAH) is an Ohio-based healthcare services company. At the close of the third quarter of 2024, Southeastern Asset Management’s investment in the company stood at 17.581 shares, with a total value exceeding $1.9 million, representing 0.09% of its disclosed portfolio. The firm has robust revenue growth, strong share repurchase programs, and long-term strategic alliances serving as a base for future growth prospects. The firm recently acquired a majority stake in GI Alliance for approximately $2.8 billion, which diversifies the company’s services and enhances its presence in the gastroenterology sector. Cardinal Health plans to repurchase up to $750 million of its shares in fiscal year 2025, which shows the company’s commitment to returning value to shareholders.

12. Anywhere Real Estate Inc. (NYSE:HOUS)

Number of Hedge Fund Holders: 26 

Anywhere Real Estate Inc. (NYSE:HOUS) provides residential real estate services in the United States and internationally. At the end of the third quarter of 2024, the hedge fund held 3.4 million shares of Anywhere Real Estate Inc. (NYSE:HOUS), valued at more than $17.7 million and making up 0.83% of its 13F holdings. There are many factors, including sound revenue generation, transaction volume growth, and the launch of significant new projects that make the stock a great option for real estate investors. As per the report of the third quarter of 2024, the company reported a revenue of $1.5 billion, with the strength in luxury brands outperforming the market, with 5% transaction volume growth in the period, demonstrating a positive trend in business activity. The firm has also launched the Move Up campaign, aiming to elevate the relevance of the brand and connect with potential consumers with ease.