| AlphabetGOOG | 21 | $25bn+14% vs Q3 | 298.1% | 6126.1% | Giverny Capital 6126.1%, TCI Fund Management 20.5%, Tweedy, Browne 14.6% and 18 more |
| VisaV | 17 | $12bn+10.0% vs Q3 | 304.7% | 5119.5% | Giverny Capital 5119.5%, Valley Forge Capital Management 10.9%, TCI Fund Management 10.1% and 14 more |
| Meta PlatformsMETA | 15−1 vs Q3 | $11bn+2.6% vs Q3 | 311.0% | 4599.9% | Giverny Capital 4599.9%, Himalaya Capital 14.4%, Appaloosa 8.2% and 12 more |
| Berkshire HathawayBRK.B | 15 | $8.4bn+7.4% vs Q3 | 841.3% | 12488.3% | Giverny Capital 12488.3%, Semper Augustus 33.2%, H&H International (Duan Yongping) 29.6% and 12 more |
| MicrosoftMSFT | 12 | $13bn+4.5% vs Q3 | 8.4% | 61.0% | Giverny Capital 61.0%, TCI Fund Management 10.4%, Fundsmith 8.9% and 9 more |
| Amazon.comAMZN | 12 | $4.0bn+6.4% vs Q3 | 12.4% | 116.4% | Giverny Capital 116.4%, Appaloosa 9.6%, Greenlea Lane Capital 8.9% and 9 more |
| Wells Fargo & CompanyWFC | 11 | $8.2bn+5.4% vs Q3 | 4.8% | 38.5% | Daily Journal Corp 38.5%, Davis Selected Advisers 5.9%, Dodge & Cox 3.5% and 8 more |
| Bank of AmericaBAC | 10−1 vs Q3 | $37bn+24% vs Q3 | 306.9% | 2969.8% | Giverny Capital 2969.8%, Daily Journal Corp 55.8%, Himalaya Capital 20.6% and 7 more |
| American ExpressAXP | 10 | $22bn+20% vs Q3 | 1.7% | 6.8% | Berkshire Hathaway 6.8%, Davis Selected Advisers 3.0%, First Eagle Investment Management 1.8% and 7 more |
| MastercardMA | 10 | $9.0bn+2.4% vs Q3 | 32.9% | 264.0% | Giverny Capital 264.0%, Valley Forge Capital Management 22.4%, Akre Capital Management 14.2% and 7 more |
| Walt DisneyDIS | 10 | $2.3bn+27% vs Q3 | 265.1% | 2618.3% | Giverny Capital 2618.3%, Lindsell Train 14.3%, Ruane, Cunniff & Goldfarb (Sequoia) 5.3% and 7 more |
| AppleAAPL | 9+1 vs Q3 | $122bn+8.0% vs Q3 | 26.1% | 121.2% | Giverny Capital 121.2%, H&H International (Duan Yongping) 53.1%, Berkshire Hathaway 43.6% and 6 more |
| Moody'sMCO | 9 | $12bn−0.7% vs Q3 | 4.4% | 16.0% | Valley Forge Capital Management 16.0%, Akre Capital Management 11.1%, TCI Fund Management 6.2% and 6 more |
| ComcastCMCSA | 9 | $8.4bn+13% vs Q3 | 4.0% | 15.4% | Trian Fund Management 15.4%, Southeastern Asset Management 5.7%, First Eagle Investment Management 4.5% and 6 more |
| StarbucksSBUX | 9 | $3.8bn+27% vs Q3 | 8.9% | 51.9% | Giverny Capital 51.9%, Pershing Square 10.8%, Semper Augustus 4.9% and 6 more |
| Charles SchwabSCHW | 8 | $6.3bn+34% vs Q3 | 509.4% | 4058.7% | Giverny Capital 4058.7%, Ruane, Cunniff & Goldfarb (Sequoia) 5.3%, Brave Warrior Advisors 4.5% and 5 more |
| UnitedHealth GroupUNH | 8 | $4.0bn+1.6% vs Q3 | 1.9% | 6.9% | Ruane, Cunniff & Goldfarb (Sequoia) 6.9%, Polen Capital Management 2.8%, Brave Warrior Advisors 2.1% and 5 more |
| Johnson & JohnsonJNJ | 8 | $1.5bn+5.3% vs Q3 | 1.9% | 9.5% | Tweedy, Browne 9.5%, Fundsmith 3.3%, Markel Group 1.4% and 5 more |
| S&P GlobalSPGI | 8 | $1.2bn−8.8% vs Q3 | 3.2% | 19.7% | Valley Forge Capital Management 19.7%, TCI Fund Management 2.5%, Wedgewood Partners 2.3% and 5 more |
| BNYBK | 7 | $7.5bn+22% vs Q3 | 1.9% | 4.4% | Tweedy, Browne 4.4%, Davis Selected Advisers 3.2%, First Eagle Investment Management 2.2% and 4 more |
| US BancorpUSB | 7 | $7.4bn+29% vs Q3 | 2.1% | 5.2% | Daily Journal Corp 5.2%, Davis Selected Advisers 3.8%, Berkshire Hathaway 2.3% and 4 more |
| Paypal HoldingsPYPL | 7 | $6.0bn+18% vs Q3 | 5.6% | 15.9% | Lindsell Train 15.9%, Fundsmith 9.6%, Wedgewood Partners 7.5% and 4 more |
| Liberty GlobalLBTYA | 7 | $4.0bn+20% vs Q3 | 2.5% | 13.6% | Baupost Group 13.6%, Harris Associates (Oakmark) 2.4%, Oaktree Capital Management 0.8% and 4 more |
| AdobeADBE | 7 | $3.9bn+4.9% vs Q3 | 2.7% | 6.9% | Polen Capital Management 6.9%, Akre Capital Management 3.9%, Valley Forge Capital Management 3.7% and 4 more |
| JPMorgan ChaseJPM | 7−1 vs Q3 | $3.2bn+23% vs Q3 | 484.0% | 3367.9% | Giverny Capital 3367.9%, Brave Warrior Advisors 10.4%, Davis Selected Advisers 4.2% and 4 more |
| NikeNKE | 7 | $2.5bn+15% vs Q3 | 1.7% | 4.6% | AKO Capital 4.6%, Fundsmith 3.6%, Polen Capital Management 2.4% and 4 more |
| PepsicoPEP | 7 | $2.2bn+14% vs Q3 | 2.3% | 11.0% | Lindsell Train 11.0%, Fundsmith 4.7%, Markel Group 0.2% and 4 more |
| Union PacificUNP | 7 | $1.8bn+5.3% vs Q3 | 1.0% | 4.1% | TCI Fund Management 4.1%, Tweedy, Browne 1.3%, First Eagle Investment Management 1.2% and 4 more |
| Procter & GamblePG | 7+1 vs Q3 | $1.7bn−1.6% vs Q3 | 3.5% | 20.2% | Trian Fund Management 20.2%, AKO Capital 4.0%, Gardner Russo & Quinn 0.1% and 4 more |
| General ElectricGE | 7 | $1.2bn+66% vs Q3 | 2.2% | 7.8% | Southeastern Asset Management 7.8%, Trian Fund Management 5.2%, Harris Associates (Oakmark) 0.9% and 4 more |
| Coca-ColaKO | 6 | $22bn+11% vs Q3 | 1.5% | 8.1% | Berkshire Hathaway 8.1%, Semper Augustus 0.6%, Gardner Russo & Quinn 0.0% and 3 more |
| Philip Morris InternationalPM | 6 | $3.4bn+4.9% vs Q3 | 2.4% | 6.3% | Gardner Russo & Quinn 6.3%, Fundsmith 5.3%, First Eagle Investment Management 2.4% and 3 more |
| Alibaba Group HoldingBABA | 6+1 vs Q3 | $2.6bn−7.9% vs Q3 | 2.9% | 6.6% | Appaloosa 6.6%, Tweedy, Browne 5.2%, Davis Selected Advisers 3.8% and 3 more |
| OracleORCL | 6 | $2.3bn+3.2% vs Q3 | 1.0% | 5.2% | First Eagle Investment Management 5.2%, Harris Associates (Oakmark) 0.9%, Davis Selected Advisers 0.1% and 3 more |
| Taiwan Semiconductor ManufacturingTSM | 6+1 vs Q3 | $1.9bn+18% vs Q3 | 15.1% | 78.4% | Giverny Capital 78.4%, Ruane, Cunniff & Goldfarb (Sequoia) 7.8%, First Eagle Investment Management 3.0% and 3 more |
| CarmaxKMX | 6+1 vs Q3 | $1.5bn+7.9% vs Q3 | 1349.3% | 8083.7% | Giverny Capital 8083.7%, Ruane, Cunniff & Goldfarb (Sequoia) 6.6%, Akre Capital Management 4.8% and 3 more |
| Liberty Broadband8L8C | 6+2 vs Q3 | $850m+8.8% vs Q3 | 43.3% | 252.6% | Giverny Capital 252.6%, Ruane, Cunniff & Goldfarb (Sequoia) 5.2%, Markel Group 0.9% and 3 more |
| DiageoDEO | 6+1 vs Q3 | $384m+4.7% vs Q3 | 0.8% | 3.2% | Markel Group 3.2%, Tweedy, Browne 1.1%, Harris Associates (Oakmark) 0.2% and 3 more |
| Booking HoldingsBKNG | 5−1 vs Q3 | $5.4bn+34% vs Q3 | 3.0% | 7.9% | AKO Capital 7.9%, Harris Associates (Oakmark) 3.1%, Dodge & Cox 2.0% and 2 more |
| Liberty MediaFWONA | 5 | $3.5bn+30% vs Q3 | 2.5% | 4.9% | Ruane, Cunniff & Goldfarb (Sequoia) 4.9%, Baupost Group 4.0%, Southeastern Asset Management 2.0% and 2 more |