Institutional Portfolio Overlap & Shared Holdings

Compare institutional investor portfolios using publicly disclosed SEC Form 13F filings tracked by InsiderSet. Analyze shared holdings, overlapping sector exposure, consensus smart money positions, portfolio concentration, and estimated current values across major hedge funds and institutional asset managers.

Sector portfolio overlap

Explore shared holdings and top overlapping superinvestor pairs within a sector.

Investor AInvestor B

Sequoia Financial Advisors & Fairholme Capital Management Portfolio Overlap

Shared 13F holdings between Sequoia Financial Advisors and Fairholme Capital Management based on latest reported SEC filings (the quarter ended June 30, 2026).

Overlap Score

Minimal overlap

Shared Holdings

12 shared positions across both portfolios (2049 holdings for Sequoia Financial Advisors, 13 for Fairholme Capital Management).

Stock	Sequoia Financial Advisors value	Fairholme Capital Management value	Combined value	Conviction	Est. current value	Sector
JOE St. Joe Company (The)	$308,766	$1.14B	$1.14B	38.2%	$1.16B	Real Estate
AAPL Apple Inc.	$572.48M	$694,464	$573.18M	1.5%	$667.54M	Technology
EPD Enterprise Products Partners L.	$2.46M	$200.56M	$203.02M	6.7%	$212.35M	Energy
BRK-B Berkshire Hathaway Inc. New	$123.72M	$43.96M	$167.68M	1.8%	$170.63M	Financial Services
OZK Bank OZK	$220,497	$47.99M	$48.21M	1.6%	$44.28M	Financial Services
PGR Progressive Corporation (The)	$29.59M	$15.77M	$45.36M	0.6%	$44.91M	Financial Services
BRK-A Berkshire Hathaway Inc.	$17.22M	$8.24M	$25.46M	0.3%	$25.97M	Financial Services
WRB W.R. Berkley Corporation	$1.05M	$18.08M	$19.13M	0.6%	$19.02M	Financial Services
PFE Pfizer, Inc.	$8.00M	$5.56M	$13.56M	0.2%	$15.57M	Healthcare
UPS United Parcel Service, Inc.	$6.09M	$2.56M	$8.65M	0.1%	$8.06M	Industrials
KHC The Kraft Heinz Company	$1.55M	$4.78M	$6.33M	0.2%	$6.62M	Consumer Defensive
CPB The Campbell's Company	$387,865	$2.59M	$2.98M	0.1%	$2.84M	Consumer Defensive

Largest Shared Position

St. Joe Company (The) (JOE) represents the largest overlapping position between Sequoia Financial Advisors and Fairholme Capital Management based on the latest reported SEC Form 13F filings for the quarter ended June 30, 2026. The combined disclosed value of JOE positions reported by both investment firms is approximately $1.14B, reflecting overlapping institutional exposure to St. Joe Company (The).

Shared Sector Exposure

Sector	Combined value	Shared holdings
Real Estate	$1.14B	JOE
Technology	$573.18M	AAPL
Financial Services	$305.85M	BRK-A, BRK-B, OZK, PGR, WRB
Energy	$203.02M	EPD
Healthcare	$13.56M	PFE
Consumer Defensive	$9.31M	CPB, KHC
Industrials	$8.65M	UPS

Consensus Smart Money Signals

Shared holdings between Sequoia Financial Advisors and Fairholme Capital Management may indicate overlapping long-term investment themes or broader smart money consensus toward specific companies and sectors. SEC Form 13F filings report positions, not investment intent.

Strongest overlap by reported value: JOE ($1.14B combined).
Highest average portfolio weight in overlap: JOE (38.2% conviction score).
Largest estimated mark-to-market gain since filing: AAPL ($94.37M vs reported combined value, where EOD data is available).

Historical Overlap Trend

The overlap between Sequoia Financial Advisors and Fairholme Capital Management increased between Q1 2001 and Q2 2001, with 12 shared holdings in the latest period ($2.25B combined reported value) versus 8 in the prior period ($2.13B).

Overlap Score Guide

Score	Meaning
85–100	Extremely high shared conviction
65–84	Strong overlap
45–64	Moderate overlap
25–44	Limited overlap
0–24	Minimal overlap