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.
Tweedy, Browne Co All Funds (US) & First Eagle U.S. Value Portfolio Overlap
Shared 13F holdings between Tweedy, Browne Co All Funds (US) and First Eagle U.S. Value based on latest reported SEC filings (the quarter ended March 31, 2026).
Overlap Score
10
Minimal overlap
Shared Holdings
20 shared positions across both portfolios (88 holdings for Tweedy, Browne Co All Funds (US), 402 for First Eagle U.S. Value).
| Stock | Tweedy, Browne Co All Funds (US) value | First Eagle U.S. Value value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| ELV Elevance Health, Inc. | $1.40M | $1.21B | $1.21B | 1.1% | $1.63B | Healthcare |
| BK The Bank of New York Mellon Cor | $12.93M | $1.17B | $1.18B | 1.5% | $1.37B | Financial Services |
| CMCSA Comcast Corporation | $904,250 | $1.08B | $1.09B | 1.0% | $862.12M | Communication Services |
| NTR Nutrien Ltd. | $2.57M | $753.76M | $756.33M | 0.7% | $616.82M | Basic Materials |
| NE Noble Corporation plc | $2.67M | $665.48M | $668.15M | 0.7% | $571.20M | Energy and Utilities |
| AXP American Express Company | $19.05M | $502.91M | $521.96M | 1.2% | $582.88M | Financial Services |
| BRK-A Berkshire Hathaway Inc. | $103.41M | $405.75M | $509.16M | 4.5% | — | Financial Services |
| USB U.S. Bancorp | $9.58M | $469.03M | $478.61M | 0.8% | $552.60M | Financial Services |
| GOOGL Alphabet Inc. | $57.03M | $344.57M | $401.60M | 2.6% | $483.40M | Communication Services |
| KOF Coca Cola Femsa S.A.B. de C.V. | $114.14M | $38.31M | $152.45M | 4.7% | $167.22M | Consumer Defensive |
| EPD Enterprise Products Partners L. | $1.95M | $73.47M | $75.42M | 0.1% | $74.00M | Energy |
| BRK-B Berkshire Hathaway Inc. New | $46.68M | $27.60M | $74.28M | 1.9% | — | Financial Services |
| NVST Envista Holdings Corporation | $36.45M | $6.71M | $43.16M | 1.5% | $42.97M | Healthcare |
| HLN Haleon plc | $728,228 | $40.37M | $41.09M | 0.1% | $36.74M | Healthcare |
| DEO Diageo | $9.40M | $11.85M | $21.25M | 0.4% | $23.47M | Consumer Defensive |
| Y2106R110 Dorian LPG | $1.21M | $13.51M | $14.72M | 0.1% | — | — |
| BZH Beazer Homes USA, Inc. | $972,063 | $13.37M | $14.34M | 0.1% | $19.78M | Consumer Cyclical |
| UNH UnitedHealth Group Incorporated | $992,254 | $11.04M | $12.03M | 0.0% | $18.20M | Healthcare |
| DINO HF Sinclair Corporation | $1.85M | $1.04M | $2.90M | 0.1% | $3.05M | Energy |
| BSM Black Stone Minerals, L.P. | $1.17M | $453,645 | $1.62M | 0.0% | $1.52M | Energy |
Largest Shared Position
Elevance Health, Inc. (ELV) represents the largest overlapping position between Tweedy, Browne Co All Funds (US) and First Eagle U.S. Value based on the latest reported SEC Form 13F filings for the quarter ended March 31, 2026. The combined disclosed value of ELV positions reported by both investment firms is approximately $1.21B, reflecting overlapping institutional exposure to Elevance Health, Inc..
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Financial Services | $2.77B | AXP, BK, BRK-A, BRK-B, USB |
| Communication Services | $1.49B | CMCSA, GOOGL |
| Healthcare | $1.31B | ELV, HLN, NVST, UNH |
| Basic Materials | $756.33M | NTR |
| Energy and Utilities | $668.15M | NE |
| Consumer Defensive | $173.70M | DEO, KOF |
| Energy | $79.93M | BSM, DINO, EPD |
| Other | $14.72M | Y2106R110 |
| Consumer Cyclical | $14.34M | BZH |
Consensus Smart Money Signals
Shared holdings between Tweedy, Browne Co All Funds (US) and First Eagle U.S. Value 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: ELV ($1.21B combined).
- Highest average portfolio weight in overlap: KOF (4.7% conviction score).
- Largest estimated mark-to-market gain since filing: ELV ($423.43M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Tweedy, Browne Co All Funds (US) and First Eagle U.S. Value decreased between Q4 2001 and Q1 2001, with 20 shared holdings in the latest period ($7.27B combined reported value) versus 21 in the prior period ($7.47B).
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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