Club Stocks

Names held by 3+ concentrated fundamental managers at ≥3% portfolio weight. These are the consensus quality picks across Buffett, Munger, Akre, Pabrai, Pershing, Tepper, Atreides, AltaRock, Smead, Wedgewood, Tiger Cubs, and others — filtering out multi-strat / quant / passive funds whose positions reflect systematic/hedging activity, not conviction.

Sort by:Most Holders Highest Conviction

Ticker	Issuer	# Holders	Avg Conviction	Combined $	Top Holders
AMZN	AMAZON COM INC	27	9.0%	$16.0B	AltaRock Partners LLC (38.2%), Third Point LLC (19.4%), Pershing Square Capita… (17.4%), Appaloosa LP (15.2%) +1 more
GOOG	ALPHABET INC	20	8.2%	$13.1B	Himalaya Capital Manag… (22.0%), Oakcliff Capital Partn… (15.6%), Gardner Russo & Quinn … (12.1%), Chou Associates Manage… (11.8%) +1 more
GOOGL	ALPHABET INC	19	8.0%	$28.0B	Himalaya Capital Manag… (22.9%), Lindsell Train Ltd (17.5%), Tiger Global Managemen… (13.4%), Whale Rock Capital Man… (9.9%) +1 more
META	META PLATFORMS INC	17	7.4%	$11.1B	RV Capital GmbH (21.8%), Altimeter Capital Mana… (19.6%), Pershing Square Capita… (11.1%), Wedgewood Partners Inc (7.8%) +1 more
NVDA	NVIDIA CORPORATION	15	8.4%	$11.1B	Altimeter Capital Mana… (28.6%), H&H International Inve… (12.1%), Hound Partners LLC (10.8%), Tiger Global Managemen… (9.2%) +1 more
MSFT	MICROSOFT CORP	15	7.3%	$8.0B	AltaRock Partners LLC (16.8%), Pershing Square Capita… (15.3%), Triple Frond Partners … (11.7%), Altimeter Capital Mana… (7.7%) +1 more
V	VISA INC	13	7.3%	$15.4B	TCI Fund Management Lt… (20.4%), Egerton Capital (UK) L… (14.1%), Akre Capital Managemen… (8.1%), AKO Capital LLP (7.9%) +1 more
TSM	TAIWAN SEMICONDUCTOR-SP ADR	12	6.1%	$8.9B	Coatue Management LLC (10.8%), Wedgewood Partners Inc (9.0%), Tiger Global Managemen… (8.2%), Altimeter Capital Mana… (8.1%) +1 more
BRK.B	BERKSHIRE HATHAWAY INC DEL	10	10.7%	$14.8B	Bill & Melinda Gates F… (25.8%), H&H International Inve… (21.9%), Semper Augustus Invest… (14.5%), Himalaya Capital Manag… (13.4%) +1 more
MCO	MOODYS CORP	9	8.3%	$19.3B	Valley Forge Capital M… (17.0%), TCI Fund Management Lt… (13.8%), AltaRock Partners LLC (9.1%), Akre Capital Managemen… (8.9%) +1 more
AAPL	APPLE INC	8	11.3%	$65.9B	H&H International Inve… (36.7%), Berkshire Hathaway Inc (22.0%), Wedgewood Partners Inc (7.1%), MAR VISTA INVESTMENT P… (6.5%) +1 more
MA	Mastercard Inc	7	10.4%	$3.7B	Valley Forge Capital M… (22.0%), Akre Capital Managemen… (18.6%), Gardner Russo & Quinn … (8.8%), Triple Frond Partners … (8.0%) +1 more
CVNA	CARVANA CO	6	30.2%	$4.0B	CAS Investment Partner… (81.7%), Greenoaks Capital Part… (57.5%), RV Capital GmbH (31.1%), Lone Pine Capital LLC (4.4%) +1 more
AVGO	Broadcom	6	5.2%	$3.8B	Polen Capital Manageme… (6.4%), Coatue Management LLC (5.9%), Torray LLC (5.2%), MAR VISTA INVESTMENT P… (5.1%) +1 more
BRK.A	BERKSHIRE HATHAWAY INC DEL	6	23.2%	$2.2B	Punch Card Capital LP (72.6%), Chou Associates Manage… (29.7%), Gardner Russo & Quinn … (12.1%), Semper Augustus Invest… (9.9%) +1 more
BAC	Bank of America Corp	5	13.0%	$25.6B	Daily Journal Corp (44.4%), Berkshire Hathaway Inc (9.5%), Himalaya Capital Manag… (4.6%), Sound Shore Management… (3.4%) +1 more
UBER	Uber Technologies Inc	5	8.8%	$3.6B	Pershing Square Capita… (15.7%), Altimeter Capital Mana… (10.1%), Appaloosa LP (7.7%), Dorsey Asset Managemen… (6.2%) +1 more
OXY	OCCIDENTAL PETE CORP	4	5.0%	$18.0B	Chou Associates Manage… (7.0%), Berkshire Hathaway Inc (6.5%), H&H International Inve… (3.3%), Smead Capital Manageme… (3.0%)
GE	GE AEROSPACE	4	17.8%	$14.7B	TCI Fund Management Lt… (29.9%), Trian Fund Management,… (29.6%), AKO Capital LLP (6.7%), MAR VISTA INVESTMENT P… (4.8%)
SPGI	S&P GLOBAL INC	4	11.8%	$6.8B	Valley Forge Capital M… (22.1%), TCI Fund Management Lt… (13.2%), Dorsey Asset Managemen… (7.5%), Triple Frond Partners … (4.3%)
BN	BROOKFIELD CORP	4	9.2%	$4.1B	Pershing Square Capita… (17.6%), Akre Capital Managemen… (11.2%), Markel Group Inc (4.2%), Lone Pine Capital LLC (3.6%)
LRCX	LAM RESEARCH CORP	4	4.6%	$3.5B	Coatue Management LLC (7.4%), NZS Capital, LLC (4.1%), Tiger Global Managemen… (3.6%), Polen Capital Manageme… (3.2%)
CVS	CVS HEALTH CORP	4	5.8%	$2.8B	Fairfax Financial Hold… (10.0%), Davis Selected Adviser… (5.3%), Patient Capital Manage… (4.2%), Pzena Investment Manag… (3.6%)
COF	Capital One Financial Corp.	4	5.2%	$2.4B	Davis Selected Adviser… (7.1%), CAS Investment Partner… (6.0%), Brave Warrior Advisors… (4.5%), Lone Pine Capital LLC (3.3%)
DIS	DISNEY WALT CO	4	5.7%	$1.7B	Lindsell Train Ltd (9.6%), Kahn Brothers Group In… (6.5%), Viking Global Investor… (3.6%), Sound Shore Management… (3.1%)
LEN	Lennar Corporation - A (LEN)	4	6.2%	$1.4B	Greenhaven Associates … (11.8%), Brave Warrior Advisors… (5.2%), Oakcliff Capital Partn… (4.0%), Smead Capital Manageme… (3.9%)
NFLX	NETFLIX INC.	4	4.8%	$460M	Greenlea Lane Capital … (7.7%), Gardner Russo & Quinn … (4.6%), NIGHTVIEW CAPITAL, LLC (3.6%), Hound Partners LLC (3.4%)
SCHW	SCHWAB CHARLES CORP	3	4.3%	$8.6B	Giverny Capital Inc (5.3%), Dodge & Cox (3.9%), Viking Global Investor… (3.9%)
CP	CANADIAN PACIFIC KANSAS CITY	3	6.4%	$4.2B	TCI Fund Management Lt… (8.1%), Causeway Capital Manag… (6.3%), AKO Capital LLP (4.9%)
BDX	BECTON DICKINSON & CO	3	5.9%	$3.3B	Greenhaven Associates … (9.9%), First Pacific Advisors… (4.4%), First Eagle Investment… (3.5%)
GEV	GE VERNOVA INC	3	4.8%	$3.1B	Coatue Management LLC (7.7%), Tiger Global Managemen… (3.7%), MAR VISTA INVESTMENT P… (3.0%)
AMAT	APPLIED MATLS INC	3	4.4%	$2.5B	Coatue Management LLC (6.2%), Egerton Capital (UK) L… (3.6%), Maverick Capital Ltd (3.4%)
SNDK	SANDISK CORP	3	5.9%	$1.8B	Situational Awareness … (8.1%), Whale Rock Capital Man… (6.6%), Appaloosa LP (3.0%)
MDLN	MEDLINE INC	3	4.6%	$1.5B	Egerton Capital (UK) L… (6.3%), Lone Pine Capital LLC (4.2%), Durable Capital Partne… (3.3%)
FICO	FAIR ISAAC CORP	3	13.7%	$1.5B	Valley Forge Capital M… (24.3%), Lindsell Train Ltd (10.3%), Akre Capital Managemen… (6.3%)
TXN	Texas Instruments, Inc.	3	3.5%	$1.3B	Fundsmith LLP (4.0%), NZS Capital, LLC (3.5%), Davis Selected Adviser… (3.1%)
LLY	Eli Lilly & Co.	3	4.8%	$1.3B	Polen Capital Manageme… (6.9%), Jensen Investment Mana… (4.5%), Mairs & Power Inc (3.1%)
MU	MICRON TECHNOLOGY INC	3	5.9%	$1.3B	Appaloosa LP (9.5%), Atreides Management, L… (5.1%), Situational Awareness … (3.1%)
SYK	Stryker Corp	3	5.3%	$1.2B	Fundsmith LLP (7.8%), Jensen Investment Mana… (4.5%), MAR VISTA INVESTMENT P… (3.5%)
TDG	TRANSDIGM GROUP INC	3	16.7%	$1.1B	AltaRock Partners LLC (25.5%), Triple Frond Partners … (12.7%), Oakcliff Capital Partn… (12.0%)
APH	AMPHENOL CORP	3	5.3%	$1.0B	Egerton Capital (UK) L… (8.3%), MAR VISTA INVESTMENT P… (4.5%), NZS Capital, LLC (3.2%)
APP	APPLOVIN CORP	3	6.1%	$990M	Dorsey Asset Managemen… (10.0%), Lone Pine Capital LLC (4.7%), Whale Rock Capital Man… (3.6%)
ADI	ANALOG DEVICES INC	3	5.5%	$950M	First Pacific Advisors… (7.7%), AKO Capital LLP (5.7%), Markel Group Inc (3.0%)
CPNG	COUPANG INC	3	10.6%	$730M	Greenoaks Capital Part… (21.1%), ShawSpring Partners LL… (6.4%), Abrams Capital Managem… (4.1%)
DASH	DOORDASH INC	3	4.9%	$720M	Durable Capital Partne… (6.6%), Triple Frond Partners … (4.9%), Greenoaks Capital Part… (3.3%)
C	CITIGROUP INC	3	9.5%	$650M	Kahn Brothers Group In… (16.9%), Patient Capital Manage… (6.4%), First Pacific Advisors… (5.0%)
IBKR	INTERACTIVE BROKERS GROUP IN	3	16.8%	$500M	Oakcliff Capital Partn… (33.4%), RV Capital GmbH (13.4%), Egerton Capital (UK) L… (3.5%)
BABA	Alibaba Group Holding Ltd	3	9.4%	$490M	ShawSpring Partners LL… (13.6%), Appaloosa LP (7.3%), Daily Journal Corp (7.3%)
RPRX	Royalty Pharma Plc	3	6.6%	$340M	Dorsey Asset Managemen… (8.7%), Patient Capital Manage… (6.6%), Torray LLC (4.5%)
DHR	DANAHER CORP DEL	3	5.7%	$320M	Dorsey Asset Managemen… (8.8%), Third Point LLC (4.8%), NZS Capital, LLC (3.5%)
PGR	PROGRESSIVE CORP	3	3.5%	$220M	Giverny Capital Inc (3.8%), Wedgewood Partners Inc (3.4%), NZS Capital, LLC (3.2%)
WFC	Wells Fargo & Co	3	25.3%	$190M	Daily Journal Corp (45.5%), Punch Card Capital LP (27.4%), Tweedy Browne Co LLC (3.1%)
BKNG	BOOKING HOLDINGS INC.	3	4.5%	$180M	Dorsey Asset Managemen… (5.5%), Wedgewood Partners Inc (4.8%), Giverny Capital Inc (3.3%)
LYV	LIVE NATION ENTERTAINMENT IN	3	4.7%	$160M	Dorsey Asset Managemen… (7.4%), Third Point LLC (3.4%), Triple Frond Partners … (3.2%)