Latticework
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Consensus stocks across the super-investor cohort

When several independent value-investors converge on the same name, it's worth a look. Some of these are obvious large-cap quality (Berkshire, Microsoft, Apple); others are quieter consensus picks that haven't broken through to the financial press yet.

Ranked by the number of cohort managers who currently hold the stock. The combined dollar value and the highest single-portfolio weight give you the conviction story behind the breadth.

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  1. 1GOOGLALPHABET INC-CL A
    37 owners
    $32.5B
    max 22.8% of any one portfolio·Warren BuffettChase ColemanDodge & Cox Funds
  2. 2MSFTMICROSOFT CORP
    37 owners
    $16.7B
    max 16.8% of any one portfolio·Dodge & Cox FundsBill AckmanPolen Capital Management
  3. 3AMZNAMAZON.COM INC
    35 owners
    $20.3B
    max 38.2% of any one portfolio·Dodge & Cox FundsBill AckmanChase Coleman
  4. 4GOOGALPHABET INC-CL C
    34 owners
    $19.0B
    max 22.0% of any one portfolio·Dodge & Cox FundsChris HohnFirst Eagle Investment Management
  5. 5VVISA INC-CLASS A SHARES
    29 owners
    $18.0B
    max 20.4% of any one portfolio·Chris HohnViking Global InvestorsJohn Armitage
  6. 6METAMETA PLATFORMS INC-CLASS A
    29 owners
    $13.8B
    max 21.8% of any one portfolio·Dodge & Cox FundsFirst Eagle Investment ManagementChase Coleman
  7. 7TSMTAIWAN SEMICONDUCTOR-SP ADR
    26 owners
    $9.1B
    max 9.0% of any one portfolio·Chase ColemanViking Global InvestorsJoel Greenblatt
  8. 8BRK/BBERKSHIRE HATHAWAY INC-CL B
    24 owners
    $16.1B
    max 33.9% of any one portfolio·Bill & Melinda Gates Foundation TrustDuan YongpingThomas Gayner
  9. 9AAPLAPPLE INC
    23 owners
    $68.6B
    max 36.7% of any one portfolio·Warren BuffettDuan YongpingJoel Greenblatt
  10. 10DISWALT DISNEY CO/THE
    22 owners
    $3.0B
    max 9.5% of any one portfolio·Viking Global InvestorsFirst Eagle Investment ManagementLindsell Train
  11. 11MAMASTERCARD INC - A
    21 owners
    $5.3B
    max 22.0% of any one portfolio·Chuck AkreThomas RussoPolen Capital Management
  12. 12NVDANVIDIA CORP
    18 owners
    $11.3B
    max 12.1% of any one portfolio·Joel GreenblattDuan YongpingChase Coleman
  13. 13MCOMOODY'S CORP
    17 owners
    $19.9B
    max 17.0% of any one portfolio·Warren BuffettChris HohnJohn Armitage
  14. 14UNHUNITEDHEALTH GROUP INC
    17 owners
    $4.3B
    max 6.5% of any one portfolio·Dodge & Cox FundsJoel GreenblattChristopher Davis
  15. 15WFCWELLS FARGO & CO
    16 owners
    $5.2B
    max 3.3% of any one portfolio·Dodge & Cox FundsBill NygrenRichard Pzena
  16. 16JPMJPMORGAN CHASE & CO
    16 owners
    $2.3B
    max 3.5% of any one portfolio·Viking Global InvestorsJoel GreenblattMairs & Power Funds
  17. 17AXPAMERICAN EXPRESS CO
    15 owners
    $46.9B
    max 17.4% of any one portfolio·Warren BuffettFirst Eagle Investment ManagementThomas Gayner
  18. 18BACBANK OF AMERICA CORP
    15 owners
    $26.8B
    max 9.5% of any one portfolio·Warren BuffettBill NygrenRichard Pzena
  19. 19CMCSACOMCAST CORP-CLASS A
    15 owners
    $5.6B
    max 3.5% of any one portfolio·Dodge & Cox FundsFirst Eagle Investment ManagementBill Nygren
  20. 20BRK/ABERKSHIRE HATHAWAY INC-CL A
    15 owners
    $3.4B
    max 38.5% of any one portfolio·Thomas RussoThomas GaynerChristopher Davis
  21. 21COFCAPITAL ONE FINANCIAL CORP
    14 owners
    $8.7B
    max 7.2% of any one portfolio·Bill NygrenDodge & Cox FundsChristopher Davis
  22. 22AVGOBROADCOM INC
    14 owners
    $4.5B
    max 8.3% of any one portfolio·William Von MuefflingChase ColemanJoel Greenblatt
  23. 23JNJJOHNSON & JOHNSON
    14 owners
    $1.2B
    max 4.3% of any one portfolio·Joel GreenblattYacktman Asset ManagementThomas Gayner
  24. 24PEPPEPSICO INC
    14 owners
    $612M
    max 5.3% of any one portfolio·Yacktman Asset ManagementLindsell TrainJoel Greenblatt
  25. 25SPGIS&P GLOBAL INC
    13 owners
    $7.9B
    max 22.2% of any one portfolio·Chris HohnValley Forge Capital ManagementWilliam Von Mueffling

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.