Billionaire Mason Hawkins’ 10 Mid-Cap Stocks with Huge Upside Potential

4. Hyatt Hotels Corporation (NYSE:H)

Market Capitalization: $11.74 billion

Number of Hedge Fund Holders: 35 

Southeastern Asset Management Stake: $61,942,424 

Analyst Upside Potential: 15.47%

Hyatt Hotels Corporation (NYSE:H) is an international hospitality company that owns and manages franchises of a diverse hotel portfolio. Its portfolio is segregated into five main categories, including the Luxury portfolio, Lifestyle, Inclusive collection, Classics, and Essentials. It operates around 1,460 hotels and resorts in 79 countries.

Hyatt Hotels Corporation (NYSE:H) employs an asset-light approach, which relies on managing and franchising hotels rather than owning them. This way, the company generates income through the fees and also remains away from economic downturns. During the fiscal first quarter of 2025, the company reported a strong revenue per available room, which grew 5.7% year-over-year. This was also boosted by a 10.5% growth in net rooms. The company had more than 138,000 rooms franchised during the quarter, generating $307 million in gross fees and reflecting a 16.9% growth year-over-year.

Looking ahead, Hyatt Hotels Corporation (NYSE:H) anticipates RevPAR growth to be around 1% to 3%, with net room growth at 6% to 7%. The company ranks as one of billionaire Mason Hawkins’ 10 mid-cap stocks with huge upside potential.

Nightview Capital stated the following regarding Hyatt Hotels Corporation (NYSE:H) in its Q4 2024 investor letter:

“Travel and entertainment are transforming as consumers prioritize experiences over material goods. This isn’t a return to pre pandemic norms—it’s a reinvention of how we connect, explore, and enjoy life. Travelers seek uniqueness and personalization, while entertainment blends digital and physical realms to create new experiences. The companies leading this evolution are redefining tradition through innovation, delivering unforgettable moments to a new generation. These businesses are not just adapting—they’re shaping the future of the experience economy.

Hyatt Hotels Corporation (NYSE:H): Core Opportunity: Hyatt’s transition to an asset-light model makes it well positioned for flexibility and stable, long-term growth. By selling properties at premium multiples and reinvesting in brand acquisitions, Hyatt is increasing its global footprint and strengthening its portfolio.

Competitive Advantage:

Loyalty Leadership: The World of Hyatt program has grown to 46 million members, a 22% YoY increase in 2024, with 30% more members per hotel than competitors.

Luxury Focus: Expanding soft brands allows Hyatt to maintain each hotel’s unique identity while benefiting from its extensive distribution network…” (Click here to read the full text)