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 March 31, 2026).

Overlap Score

Minimal overlap

Shared Holdings

8 shared positions across both portfolios (1832 holdings for Sequoia Financial Advisors, 10 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)	$310,044	$1.21B	$1.21B	39.8%	$1.22B	Real Estate
AAPL Apple Inc.	$492.48M	$609,096	$493.09M	1.4%	$575.00M	Technology
EPD Enterprise Products Partners L.	$2.49M	$206.45M	$208.93M	6.8%	$201.65M	Energy
BRK-B Berkshire Hathaway Inc. New	$121.01M	$24.18M	$145.19M	1.1%	—	Financial Services
PGR Progressive Corporation (The)	$27.24M	$13.16M	$40.40M	0.5%	$41.66M	Financial Services
BRK-A Berkshire Hathaway Inc.	$17.24M	$1.44M	$18.67M	0.1%	—	Financial Services
WRB W.R. Berkley Corporation	$639,185	$16.99M	$17.63M	0.6%	$18.11M	Financial Services
KHC The Kraft Heinz Company	$1.38M	$2.37M	$3.75M	0.1%	$3.87M	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 March 31, 2026. The combined disclosed value of JOE positions reported by both investment firms is approximately $1.21B, reflecting overlapping institutional exposure to St. Joe Company (The).

Shared Sector Exposure

Sector	Combined value	Shared holdings
Real Estate	$1.21B	JOE
Technology	$493.09M	AAPL
Financial Services	$221.89M	BRK-A, BRK-B, PGR, WRB
Energy	$208.93M	EPD
Consumer Defensive	$3.75M	KHC

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 ($1.21B combined).
Highest average portfolio weight in overlap: JOE (39.8% conviction score).
Largest estimated mark-to-market gain since filing: AAPL ($81.91M vs reported combined value, where EOD data is available).

Historical Overlap Trend

The overlap between Sequoia Financial Advisors and Fairholme Capital Management decreased between Q4 2001 and Q1 2001, with 8 shared holdings in the latest period ($2.13B combined reported value) versus 14 in the prior period ($2.17B).

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