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

Tweedy, Browne Co All Funds (US) & Yacktman Asset Management Portfolio Overlap

Shared 13F holdings between Tweedy, Browne Co All Funds (US) and Yacktman Asset Management based on latest reported SEC filings (the quarter ended March 31, 2026).

Overlap Score

Minimal overlap

Shared Holdings

15 shared positions across both portfolios (88 holdings for Tweedy, Browne Co All Funds (US), 74 for Yacktman Asset Management).

Stock	Tweedy, Browne Co All Funds (US) value	Yacktman Asset Management value	Combined value	Conviction	Est. current value	Sector
JNJ Johnson & Johnson	$53.65M	$305.41M	$359.06M	4.2%	$333.01M	Healthcare
UHAL-B U-Haul Holding Company Series N	$20.70M	$270.18M	$290.88M	2.6%	—	Industrials
COP ConocoPhillips	$4.05M	$208.76M	$212.81M	1.6%	$197.35M	Energy
BRK-B Berkshire Hathaway Inc. New	$46.68M	$150.94M	$197.62M	2.9%	—	Financial Services
TSN Tyson Foods, Inc.	$1.67M	$161.13M	$162.80M	1.1%	$167.17M	Consumer Defensive
KVUE Kenvue Inc.	$705,219	$136.76M	$137.46M	0.9%	$136.42M	Consumer Defensive
ELV Elevance Health, Inc.	$1.40M	$97.87M	$99.27M	0.7%	$133.16M	Healthcare
BK The Bank of New York Mellon Cor	$12.93M	$42.43M	$55.36M	0.8%	$63.01M	Financial Services
WFC Wells Fargo & Company	$41.07M	$8.00M	$49.07M	1.7%	$45.25M	Financial Services
UNH UnitedHealth Group Incorporated	$992,254	$45.58M	$46.58M	0.3%	$67.79M	Healthcare
CMCSA Comcast Corporation	$904,250	$33.52M	$34.42M	0.3%	$29.69M	Communication Services
EMBC Embecta Corp.	$666,147	$32.46M	$33.13M	0.2%	$11.77M	Healthcare
DVN Devon Energy Corporation	$1.29M	$23.09M	$24.38M	0.2%	$23.98M	Energy
CSCO Cisco	$4.28M	$16.34M	$20.62M	0.3%	$31.42M	Technology
VZ Verizon Communications Inc.	$1.20M	$1.00M	$2.21M	0.1%	$2.04M	Communication Services

Largest Shared Position

Johnson & Johnson (JNJ) represents the largest overlapping position between Tweedy, Browne Co All Funds (US) and Yacktman Asset Management based on the latest reported SEC Form 13F filings for the quarter ended March 31, 2026. The combined disclosed value of JNJ positions reported by both investment firms is approximately $359.06M, reflecting overlapping institutional exposure to Johnson & Johnson.

Shared Sector Exposure

Sector	Combined value	Shared holdings
Healthcare	$538.03M	ELV, EMBC, JNJ, UNH
Financial Services	$302.04M	BK, BRK-B, WFC
Consumer Defensive	$300.26M	KVUE, TSN
Industrials	$290.88M	UHAL-B
Energy	$237.19M	COP, DVN
Communication Services	$36.63M	CMCSA, VZ
Technology	$20.62M	CSCO

Consensus Smart Money Signals

Shared holdings between Tweedy, Browne Co All Funds (US) and Yacktman Asset 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: JNJ ($359.06M combined).
Highest average portfolio weight in overlap: JNJ (4.2% conviction score).
Largest estimated mark-to-market gain since filing: ELV ($33.89M vs reported combined value, where EOD data is available).

Historical Overlap Trend

The overlap between Tweedy, Browne Co All Funds (US) and Yacktman Asset Management was unchanged between Q4 2001 and Q1 2001, with 15 shared holdings in the latest period ($1.73B combined reported value) versus 15 in the prior period ($1.64B).

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