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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.
- 1CVNACARVANA COmax 78.9%9 ownerscombined $3.8B·Clifford SosinViking Global InvestorsStephen Mandel
- 2JOEST JOE CO/THEmax 76.4%2 ownerscombined $1.1B·Bruce BerkowitzJoel Greenblatt
- 3LOARLOAR HOLDINGS INCmax 47.1%2 ownerscombined $2.6B·David AbramsJoel Greenblatt
- 4GPIGROUP 1 AUTOMOTIVE INCmax 46.4%2 ownerscombined $301M·Greg AlexanderJoel Greenblatt
- 5HCCWARRIOR MET COAL INCmax 43.3%4 ownerscombined $492M·First Eagle Investment ManagementMohnish PabraiThird Avenue Management
- 6BRK/ABERKSHIRE HATHAWAY INC-CL Amax 42.4%16 ownerscombined $3.5B·Thomas RussoThomas GaynerChristopher Davis
- 7AAPLAPPLE INCmax 41.1%21 ownerscombined $77.0B·Warren BuffettDuan YongpingJoel Greenblatt
- 8GEGENERAL ELECTRICmax 35.6%10 ownerscombined $20.2B·Chris HohnNelson PeltzAKO Capital
- 9MOHMOLINA HEALTHCARE INCmax 35.1%4 ownerscombined $398M·Bill NygrenSeth KlarmanMichael Burry
- 10BRK/BBERKSHIRE HATHAWAY INC-CL Bmax 33.9%24 ownerscombined $16.0B·Bill & Melinda Gates Foundation TrustDuan YongpingThomas Gayner
- 11IBKRINTERACTIVE BROKERS GRO-CL Amax 33.4%7 ownerscombined $1.1B·Viking Global InvestorsJohn ArmitageJoel Greenblatt
- 12AMZNAMAZON.COM INCmax 32.2%34 ownerscombined $23.8B·Dodge & Cox FundsJoel GreenblattBill Ackman
- 13JHGJANUS HENDERSON GROUP PLCmax 31.5%2 ownerscombined $1.4B·Nelson PeltzJoel Greenblatt
- 14RIGTRANSOCEAN LTDmax 30.5%2 ownerscombined $104M·Mohnish PabraiJoel Greenblatt
- 15EQHEQUITABLE HOLDINGS INCmax 30.4%5 ownerscombined $1.1B·Bill NygrenRichard PzenaViking Global Investors
- 16TDGTRANSDIGM GROUP INCmax 27.5%7 ownerscombined $1.8B·AltaRock PartnersVulcan Value PartnersTriple Frond Partners
- 17CROXCROCS INCmax 27.2%6 ownerscombined $411M·Joel GreenblattLi LuSamantha McLemore
- 18CHTRCHARTER COMMUNICATIONS INC-Amax 26.8%7 ownerscombined $2.9B·Dodge & Cox FundsFirst Eagle Investment ManagementJoel Greenblatt
- 19LULULULULEMON ATHLETICA INCmax 26.1%5 ownerscombined $159M·Joel GreenblattMichael BurryFrancois Rochon
- 20AMRALPHA METALLURGICAL RESOURCEmax 26.1%2 ownerscombined $86M·Mohnish PabraiJoel Greenblatt
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.