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 & 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

Minimal overlap

Shared Holdings

32 shared positions across both portfolios (2049 holdings for Sequoia Financial Advisors, 44 for Longleaf Partners).

Stock	Sequoia Financial Advisors value	Longleaf Partners value	Combined value	Conviction	Est. current value	Sector
RYN Rayonier Inc. REIT	$903,343	$201.98M	$202.88M	5.4%	$190.68M	Real Estate
CNX CNX Resources Corporation	$698,280	$158.22M	$158.92M	4.3%	$157.00M	Energy
IAC IAC Inc.	$788,615	$144.57M	$145.35M	3.9%	$133.01M	Communication Services
ACI Albertsons Companies, Inc.	$244,880	$116.85M	$117.09M	3.1%	$108.70M	Consumer Defensive
ABT Abbott Laboratories	$35.29M	$76.29M	$111.58M	2.1%	$125.71M	Healthcare
REGN Regeneron Pharmaceuticals, Inc.	$1.68M	$94.98M	$96.65M	2.6%	$122.37M	Healthcare
FBIN Fortune Brands Innovations, Inc	$1.26M	$92.62M	$93.88M	2.5%	$67.98M	Industrials
KHC The Kraft Heinz Company	$1.55M	$85.22M	$86.77M	2.3%	$90.85M	Consumer Defensive
FDX FedEx Corporation	$4.34M	$61.01M	$65.35M	1.7%	$63.84M	Industrials
MGM MGM Resorts International	$1.72M	$55.91M	$57.64M	1.5%	$46.18M	Consumer Cyclical
PVH PVH Corp.	$597,799	$46.78M	$47.37M	1.3%	$46.91M	Consumer Cyclical
ESRT Empire State Realty Trust, Inc.	$119,470	$47.05M	$47.17M	1.3%	$36.27M	Real Estate
AVTR Avantor, Inc.	$225,120	$46.78M	$47.01M	1.3%	$75.31M	Healthcare
CNH CNH Industrial	$416,340	$39.51M	$39.93M	1.1%	$48.17M	—
WTM White Mountains	$1.68M	$35.46M	$37.14M	1.0%	$36.87M	Financial Services
GHC Graham Holdings Company	$570,710	$33.28M	$33.85M	0.9%	$33.63M	Consumer Defensive
BATRK Atlanta Braves Holdings, Inc. -	$280,624	$31.40M	$31.68M	0.8%	$30.90M	Communication Services
FIS Fidelity National Information S	$1.14M	$29.90M	$31.04M	0.8%	$29.08M	Technology
TME Tencent Music Entertainment Gro	$599,965	$19.25M	$19.85M	0.5%	$18.47M	Communication Services
ACMR ACM Research, Inc.	$331,945	$17.70M	$18.03M	0.5%	$9.63M	Technology
SN SharkNinja	$329,004	$9.63M	$9.96M	0.3%	$10.87M	—
HTHT H World Group Limited	$213,662	$8.58M	$8.79M	0.2%	$9.11M	Consumer Cyclical
CAH Cardinal Health, Inc.	$3.17M	$1.74M	$4.92M	0.1%	$4.68M	Healthcare
AMG Affiliated Managers Group, Inc.	$1.47M	$1.88M	$3.35M	0.1%	$3.49M	Financial Services
PYPL PayPal Holdings, Inc.	$1.98M	$969,952	$2.95M	0.0%	$3.62M	Financial Services
LYV Live Nation Entertainment, Inc.	$1.04M	$1.54M	$2.59M	0.0%	$2.38M	Communication Services
H Hyatt Hotels Corporation	$795,014	$1.50M	$2.29M	0.0%	$1.83M	Consumer Cyclical
HSIC Henry Schein, Inc.	$619,903	$1.42M	$2.04M	0.0%	$2.08M	Healthcare
XPO XPO, Inc.	$675,199	$1.30M	$1.98M	0.0%	$1.69M	Industrials
HDB HDFC Bank Limited	$1.70M	$270,233	$1.97M	0.0%	$1.73M	Financial Services
MSGS Madison Square Garden Sports Co	$214,583	$1.29M	$1.51M	0.0%	$1.48M	Communication Services
LAZ Lazard, Inc.	$256,197	$780,420	$1.04M	0.0%	$891,295	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 $202.88M, reflecting overlapping institutional exposure to Rayonier Inc. REIT.

Shared Sector Exposure

Sector	Combined value	Shared holdings
Healthcare	$262.20M	ABT, AVTR, CAH, HSIC, REGN
Real Estate	$250.05M	ESRT, RYN
Consumer Defensive	$237.71M	ACI, GHC, KHC
Communication Services	$200.98M	BATRK, IAC, LYV, MSGS, TME
Industrials	$161.21M	FBIN, FDX, XPO
Energy	$158.92M	CNX
Consumer Cyclical	$116.10M	H, HTHT, MGM, PVH
Other	$49.88M	CNH, SN
Technology	$49.07M	ACMR, FIS
Financial Services	$46.45M	AMG, HDB, LAZ, PYPL, WTM

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 ($202.88M combined).
Highest average portfolio weight in overlap: RYN (5.4% conviction score).
Largest estimated mark-to-market gain since filing: AVTR ($28.30M vs reported combined value, where EOD data is available).

Historical Overlap Trend

The overlap between Sequoia Financial Advisors and Longleaf Partners increased between Q1 2001 and Q2 2001, with 32 shared holdings in the latest period ($1.53B combined reported value) versus 30 in the prior period ($1.43B).

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