Latticework
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Big bets: stocks held with 5%+ portfolio weight by multiple super-investors

Owners count tells you how many people agree. Concentration tells you how much they believe. This list is the intersection — stocks where two or more super-investors put real weight (≥5% of their book) behind the same name.

These are the strongest conviction signals across the cohort and historically the most interesting research watch-list to mine for ideas.

  1. 1CVNACARVANA CO
    max 81.7%
    8 owners
    combined $3.4B·Clifford SosinViking Global InvestorsStephen Mandel
  2. 2JOEST JOE CO/THE
    max 79.7%
    2 owners
    combined $1.2B·Bruce BerkowitzJoel Greenblatt
  3. 3GPIGROUP 1 AUTOMOTIVE INC
    max 47.7%
    2 owners
    combined $253M·Greg AlexanderJoel Greenblatt
  4. 4JHGJANUS HENDERSON GROUP PLC
    max 42.4%
    2 owners
    combined $1.8B·Nelson PeltzJoel Greenblatt
  5. 5HCCWARRIOR MET COAL INC
    max 39.9%
    3 owners
    combined $252M·Mohnish PabraiJoel GreenblattThird Avenue Management
  6. 6LOARLOAR HOLDINGS INC
    max 39.6%
    2 owners
    combined $1.9B·David AbramsJoel Greenblatt
  7. 7BRK/ABERKSHIRE HATHAWAY INC-CL A
    max 38.5%
    14 owners
    combined $3.3B·Thomas RussoThomas GaynerChristopher Davis
  8. 8AMZNAMAZON.COM INC
    max 38.2%
    35 owners
    combined $19.9B·Dodge & Cox FundsBill AckmanChase Coleman
  9. 9AAPLAPPLE INC
    max 36.7%
    23 owners
    combined $68.6B·Warren BuffettDuan YongpingJoel Greenblatt
  10. 10MOHMOLINA HEALTHCARE INC
    max 35.1%
    5 owners
    combined $355M·Bill NygrenLee AinslieSeth Klarman
  11. 11RIGTRANSOCEAN LTD
    max 32.0%
    2 owners
    combined $159M·Mohnish PabraiJoel Greenblatt
  12. 12IBKRINTERACTIVE BROKERS GRO-CL A
    max 30.5%
    6 owners
    combined $1.4B·William Von MuefflingJohn ArmitageViking Global Investors
  13. 13GEGENERAL ELECTRIC
    max 29.8%
    10 owners
    combined $15.7B·Chris HohnNelson PeltzJoel Greenblatt
  14. 14EQHEQUITABLE HOLDINGS INC
    max 29.8%
    4 owners
    combined $439M·Richard PzenaGreg AlexanderJoel Greenblatt
  15. 15AMRALPHA METALLURGICAL RESOURCE
    max 28.1%
    2 owners
    combined $124M·Mohnish PabraiJoel Greenblatt
  16. 16CHTRCHARTER COMMUNICATIONS INC-A
    max 26.8%
    8 owners
    combined $4.9B·Dodge & Cox FundsBill NygrenFirst Eagle Investment Management
  17. 17VFCVF CORP
    max 26.2%
    4 owners
    combined $758M·Dodge & Cox FundsJoel GreenblattGlenn Welling
  18. 18LULULULULEMON ATHLETICA INC
    max 26.1%
    5 owners
    combined $281M·Viking Global InvestorsJoel GreenblattFrancois Rochon
  19. 19ORLAORLA MINING LTD
    max 25.8%
    3 owners
    combined $580M·Prem WatsaFirst Eagle Investment ManagementJoel Greenblatt
  20. 20BRK/BBERKSHIRE HATHAWAY INC-CL B
    max 25.8%
    23 owners
    combined $16.0B·Bill & Melinda Gates Foundation TrustDuan YongpingThomas Gayner

Methodology: aggregated from 13F-HR filings (long-only US equity disclosures) and recomputed after every quarterly deadline. 13Fs miss shorts, bonds, derivatives, and non-US-listed securities — they're the public part of the picture, not the whole.

Not investment advice.