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) & Lountzis Asset Management Portfolio Overlap

Shared 13F holdings between Tweedy, Browne Co All Funds (US) and Lountzis Asset Management based on latest reported SEC filings (the quarter ended June 30, 2026).

Overlap Score

Limited overlap

Shared Holdings

10 shared positions across both portfolios (85 holdings for Tweedy, Browne Co All Funds (US), 54 for Lountzis Asset Management).

Stock	Tweedy, Browne Co All Funds (US) value	Lountzis Asset Management value	Combined value	Conviction	Est. current value	Sector
BRK-B Berkshire Hathaway Inc. New	$48.85M	$66.35M	$115.20M	12.4%	$116.04M	Financial Services
BRK-A Berkshire Hathaway Inc.	$107.83M	$748,850	$108.58M	4.3%	$109.56M	Financial Services
GOOGL Alphabet Inc.	$50.49M	$17.17M	$67.66M	4.7%	$65.49M	Communication Services
WFC Wells Fargo & Company	$41.07M	$19.92M	$60.99M	4.7%	$65.55M	Financial Services
JNJ Johnson & Johnson	$51.21M	$739,561	$51.95M	2.1%	$53.26M	Healthcare
ZTS Zoetis Inc.	$39.96M	$2.90M	$42.86M	2.0%	$44.01M	Healthcare
USB U.S. Bancorp	$10.99M	$14.90M	$25.89M	2.8%	$27.90M	Financial Services
PGR Progressive Corporation (The)	$3.00M	$14.97M	$17.97M	2.5%	$17.24M	Financial Services
BK The Bank of New York Mellon Cor	$14.79M	$1.27M	$16.05M	0.8%	$15.22M	Financial Services
UNH UnitedHealth Group Incorporated	$1.70M	$4.21M	$5.91M	0.7%	$5.71M	Healthcare

Largest Shared Position

Berkshire Hathaway Inc. New (BRK-B) represents the largest overlapping position between Tweedy, Browne Co All Funds (US) and Lountzis Asset Management based on the latest reported SEC Form 13F filings for the quarter ended June 30, 2026. The combined disclosed value of BRK-B positions reported by both investment firms is approximately $115.20M, reflecting overlapping institutional exposure to Berkshire Hathaway Inc. New.

Shared Sector Exposure

Sector	Combined value	Shared holdings
Financial Services	$344.68M	BK, BRK-A, BRK-B, PGR, USB, WFC
Healthcare	$100.72M	JNJ, UNH, ZTS
Communication Services	$67.66M	GOOGL

Consensus Smart Money Signals

Shared holdings between Tweedy, Browne Co All Funds (US) and Lountzis 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: BRK-B ($115.20M combined).
Highest average portfolio weight in overlap: BRK-B (12.4% conviction score).
Largest estimated mark-to-market gain since filing: WFC ($4.56M vs reported combined value, where EOD data is available).

Historical Overlap Trend

The overlap between Tweedy, Browne Co All Funds (US) and Lountzis Asset Management increased between Q1 2001 and Q2 2001, with 10 shared holdings in the latest period ($513.06M combined reported value) versus 9 in the prior period ($458.30M).

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