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 June 30, 2026).
Overlap Score
5
Minimal overlap
Shared Holdings
32 shared positions across both portfolios (2049 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 | $903,343 | $221.93M | $222.83M | 5.7% | $233.17M | Real Estate |
| IAC IAC Inc. | $788,615 | $161.03M | $161.82M | 4.1% | $170.64M | Communication Services |
| CNX CNX Resources Corporation | $698,280 | $154.74M | $155.44M | 4.0% | $138.35M | Energy |
| ACI Albertsons Companies, Inc. | $244,880 | $126.43M | $126.68M | 3.2% | $82.04M | Consumer Defensive |
| REGN Regeneron Pharmaceuticals, Inc. | $1.68M | $100.95M | $102.63M | 2.6% | $87.48M | Healthcare |
| FDX FedEx Corporation | $4.34M | $88.15M | $92.49M | 2.3% | $82.32M | Industrials |
| KHC The Kraft Heinz Company | $1.55M | $88.81M | $90.35M | 2.3% | $103.05M | Consumer Defensive |
| FBIN Fortune Brands Innovations, Inc | $1.26M | $83.91M | $85.17M | 2.1% | $111.58M | Industrials |
| MGM MGM Resorts International | $1.72M | $61.55M | $63.27M | 1.6% | $77.37M | Consumer Cyclical |
| PVH PVH Corp. | $597,799 | $51.41M | $52.01M | 1.3% | $59.90M | Consumer Cyclical |
| G9618E107 White Mountains | $1.68M | $41.44M | $43.12M | 1.1% | — | — |
| CNH CNH Industrial | $416,340 | $40.88M | $41.30M | 1.0% | $41.86M | — |
| GHC Graham Holdings Company | $570,710 | $39.92M | $40.49M | 1.0% | $44.19M | Consumer Defensive |
| FIS Fidelity National Information S | $1.14M | $38.82M | $39.95M | 1.0% | $35.56M | Technology |
| ESRT Empire State Realty Trust, Inc. | $119,470 | $33.66M | $33.78M | 0.9% | $36.76M | Real Estate |
| ACMR ACM Research, Inc. | $331,945 | $30.81M | $31.14M | 0.8% | $66.23M | Technology |
| BATRK Atlanta Braves Holdings, Inc. - | $280,624 | $28.65M | $28.93M | 0.7% | $34.01M | Communication Services |
| AVTR Avantor, Inc. | $225,120 | $27.60M | $27.82M | 0.7% | $40.53M | Healthcare |
| SN SharkNinja | $329,004 | $26.55M | $26.87M | 0.7% | $37.57M | — |
| HTHT H World Group Limited | $213,662 | $11.64M | $11.85M | 0.3% | $9.57M | Consumer Cyclical |
| CAH Cardinal Health, Inc. | $3.17M | $1.55M | $4.72M | 0.0% | $4.72M | Healthcare |
| AMG Affiliated Managers Group, Inc. | $1.47M | $1.54M | $3.01M | 0.0% | $3.55M | Financial Services |
| PYPL PayPal Holdings, Inc. | $1.98M | $1.02M | $3.00M | 0.0% | $3.84M | Financial Services |
| LYV Live Nation Entertainment, Inc. | $1.04M | $1.29M | $2.33M | 0.0% | $2.50M | Communication Services |
| HDB HDFC Bank Limited | $1.70M | $260,295 | $1.96M | 0.0% | $1.77M | Financial Services |
| XPO XPO, Inc. | $675,199 | $1.23M | $1.91M | 0.0% | $2.05M | Industrials |
| H Hyatt Hotels Corporation | $795,014 | $1.11M | $1.91M | 0.0% | $2.21M | Consumer Cyclical |
| HSIC Henry Schein, Inc. | $619,903 | $1.26M | $1.88M | 0.0% | $2.09M | Healthcare |
| MSGS Madison Square Garden Sports Co | $214,583 | $1.03M | $1.25M | 0.0% | $1.49M | Communication Services |
| STZ Constellation Brands, Inc. | $677,331 | $549,150 | $1.23M | 0.0% | $1.11M | Consumer Defensive |
| FI Fiserv, Inc. | $930,644 | $222,642 | $1.15M | 0.0% | — | Technology |
| LAZ Lazard, Inc. | $256,197 | $790,468 | $1.05M | 0.0% | $1.10M | 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 June 30, 2026. The combined disclosed value of RYN positions reported by both investment firms is approximately $222.83M, reflecting overlapping institutional exposure to Rayonier Inc. REIT.
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Consumer Defensive | $258.75M | ACI, GHC, KHC, STZ |
| Real Estate | $256.61M | ESRT, RYN |
| Communication Services | $194.33M | BATRK, IAC, LYV, MSGS |
| Industrials | $179.58M | FBIN, FDX, XPO |
| Energy | $155.44M | CNX |
| Healthcare | $137.05M | AVTR, CAH, HSIC, REGN |
| Consumer Cyclical | $129.03M | H, HTHT, MGM, PVH |
| Other | $111.30M | CNH, G9618E107, SN |
| Technology | $72.25M | ACMR, FI, FIS |
| Financial Services | $9.01M | 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 ($222.83M combined).
- Highest average portfolio weight in overlap: RYN (5.7% conviction score).
- Largest estimated mark-to-market gain since filing: ACMR ($35.10M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The latest period shows 30 shared holdings ($1.43B combined reported value).
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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