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) & 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 March 31, 2026).
Overlap Score
27
Limited overlap
Shared Holdings
9 shared positions across both portfolios (88 holdings for Tweedy, Browne Co All Funds (US), 52 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 | $46.68M | $64.36M | $111.04M | 13.7% | — | Financial Services |
| BRK-A Berkshire Hathaway Inc. | $103.41M | $718,140 | $104.13M | 4.3% | — | Financial Services |
| GOOGL Alphabet Inc. | $57.03M | $13.83M | $70.87M | 4.9% | $97.78M | Communication Services |
| WFC Wells Fargo & Company | $41.07M | $19.51M | $60.58M | 5.2% | $55.87M | Financial Services |
| JNJ Johnson & Johnson | $53.65M | $664,876 | $54.32M | 2.3% | $50.38M | Healthcare |
| USB U.S. Bancorp | $9.58M | $13.04M | $22.62M | 2.8% | $22.97M | Financial Services |
| PGR Progressive Corporation (The) | $2.72M | $14.18M | $16.90M | 2.7% | $17.03M | Financial Services |
| BK The Bank of New York Mellon Cor | $12.93M | $1.04M | $13.96M | 0.7% | $15.89M | Financial Services |
| UNH UnitedHealth Group Incorporated | $992,254 | $2.89M | $3.88M | 0.6% | $5.65M | 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 March 31, 2026. The combined disclosed value of BRK-B positions reported by both investment firms is approximately $111.04M, reflecting overlapping institutional exposure to Berkshire Hathaway Inc. New.
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Financial Services | $329.23M | BK, BRK-A, BRK-B, PGR, USB, WFC |
| Communication Services | $70.87M | GOOGL |
| Healthcare | $58.20M | JNJ, UNH |
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 ($111.04M combined).
- Highest average portfolio weight in overlap: BRK-B (13.7% conviction score).
- Largest estimated mark-to-market gain since filing: GOOGL ($26.92M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The latest period shows 9 shared holdings ($458.30M 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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