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.
Sequoia Financial Advisors & Longleaf Partners Portfolio Overlap
Shared 13F holdings between Sequoia Financial Advisors and Longleaf Partners based on latest reported SEC filings (the quarter ended March 31, 2026).
Overlap Score
5
Minimal overlap
Shared Holdings
30 shared positions across both portfolios (1832 holdings for Sequoia Financial Advisors, 45 for Longleaf Partners).
| Stock | Sequoia Financial Advisors value | Longleaf Partners value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| RYN Rayonier Inc. REIT | $1.94M | $221.93M | $223.87M | 5.7% | $225.06M | Real Estate |
| IAC IAC Inc. | $428,417 | $161.03M | $161.46M | 4.1% | $170.37M | Communication Services |
| CNX CNX Resources Corporation | $734,301 | $154.74M | $155.48M | 4.0% | $132.45M | Energy |
| ACI Albertsons Companies, Inc. | $790,213 | $126.43M | $127.22M | 3.2% | $107.59M | Consumer Defensive |
| REGN Regeneron Pharmaceuticals, Inc. | $2.46M | $100.95M | $103.42M | 2.6% | $81.37M | Healthcare |
| FDX FedEx Corporation | $5.51M | $88.15M | $93.66M | 2.3% | $85.71M | Industrials |
| KHC The Kraft Heinz Company | $1.38M | $88.81M | $90.19M | 2.3% | $93.04M | Consumer Defensive |
| MGM MGM Resorts International | $1.29M | $61.55M | $62.84M | 1.6% | $79.70M | Consumer Cyclical |
| PVH PVH Corp. | $649,610 | $51.41M | $52.06M | 1.3% | $57.03M | Consumer Cyclical |
| BIO Bio-Rad Laboratories, Inc. | $209,063 | $45.38M | $45.59M | 1.2% | $46.56M | Healthcare |
| G9618E107 White Mountains | $1.81M | $41.44M | $43.25M | 1.1% | — | — |
| CNH CNH Industrial | $319,968 | $40.88M | $41.20M | 1.0% | $38.51M | — |
| GHC Graham Holdings Company | $449,336 | $39.92M | $40.37M | 1.0% | $42.97M | Consumer Defensive |
| FIS Fidelity National Information S | $1.21M | $38.82M | $40.03M | 1.0% | $32.92M | Technology |
| ESRT Empire State Realty Trust, Inc. | $59,764 | $33.66M | $33.72M | 0.9% | $33.33M | Real Estate |
| SAM Boston Beer Company, Inc. (The) | $949,248 | $27.28M | $28.23M | 0.7% | $21.06M | Consumer Defensive |
| AVTR Avantor, Inc. | $89,073 | $27.60M | $27.69M | 0.7% | $33.41M | Healthcare |
| SN SharkNinja | $286,953 | $26.55M | $26.83M | 0.7% | $33.84M | — |
| HTHT H World Group Limited | $311,285 | $11.64M | $11.95M | 0.3% | $10.36M | Consumer Cyclical |
| CAH Cardinal Health, Inc. | $2.89M | $1.55M | $4.44M | 0.0% | $4.76M | Healthcare |
| PYPL PayPal Holdings, Inc. | $2.35M | $1.02M | $3.36M | 0.0% | $3.13M | Financial Services |
| AMG Affiliated Managers Group, Inc. | $1.26M | $1.54M | $2.79M | 0.0% | $3.59M | Financial Services |
| LYV Live Nation Entertainment, Inc. | $853,438 | $1.29M | $2.14M | 0.0% | $2.41M | Communication Services |
| HDB HDFC Bank Limited | $1.72M | $260,295 | $1.98M | 0.0% | $1.97M | Financial Services |
| XPO XPO, Inc. | $666,723 | $1.23M | $1.90M | 0.0% | $1.97M | Industrials |
| HSIC Henry Schein, Inc. | $629,119 | $1.26M | $1.88M | 0.0% | $2.05M | Healthcare |
| H Hyatt Hotels Corporation | $591,737 | $1.11M | $1.70M | 0.0% | $2.39M | Consumer Cyclical |
| FI Fiserv, Inc. | $1.43M | $222,642 | $1.66M | 0.0% | — | Technology |
| STZ Constellation Brands, Inc. | $719,498 | $549,150 | $1.27M | 0.0% | $1.18M | Consumer Defensive |
| LAZ Lazard, Inc. | $366,408 | $790,468 | $1.16M | 0.0% | $1.18M | Financial Services |
Largest Shared Position
Rayonier Inc. REIT (RYN) represents the largest overlapping position between Sequoia Financial Advisors and Longleaf Partners based on the latest reported SEC Form 13F filings for the quarter ended March 31, 2026. The combined disclosed value of RYN positions reported by both investment firms is approximately $223.87M, reflecting overlapping institutional exposure to Rayonier Inc. REIT.
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Consumer Defensive | $287.28M | ACI, GHC, KHC, SAM, STZ |
| Real Estate | $257.59M | ESRT, RYN |
| Healthcare | $183.02M | AVTR, BIO, CAH, HSIC, REGN |
| Communication Services | $163.60M | IAC, LYV |
| Energy | $155.48M | CNX |
| Consumer Cyclical | $128.55M | H, HTHT, MGM, PVH |
| Other | $111.29M | CNH, G9618E107, SN |
| Industrials | $95.56M | FDX, XPO |
| Technology | $41.68M | FI, FIS |
| Financial Services | $9.29M | AMG, HDB, LAZ, PYPL |
Consensus Smart Money Signals
Shared holdings between Sequoia Financial Advisors and Longleaf Partners 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: RYN ($223.87M combined).
- Highest average portfolio weight in overlap: RYN (5.7% conviction score).
- Largest estimated mark-to-market gain since filing: MGM ($16.86M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Sequoia Financial Advisors and Longleaf Partners increased between Q4 2001 and Q1 2001, with 30 shared holdings in the latest period ($1.43B combined reported value) versus 29 in the prior period ($1.48B).
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 |
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