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

Pershing Square Capital Management & Donald Smith & Co. Portfolio Overlap

Shared 13F holdings between Pershing Square Capital Management and Donald Smith & Co. based on latest reported SEC filings (the quarter ended March 31, 2026).

Overlap Score

Minimal overlap

Shared Holdings

1 shared position across both portfolios (11 holdings for Pershing Square Capital Management, 59 for Donald Smith & Co.).

Stock	Pershing Square Capital Management value	Donald Smith & Co. value	Combined value	Conviction	Est. current value	Sector
HHH Howard Hughes Holdings Inc.	$1.19B	$66.03M	$1.26B	4.9%	$1.32B	Real Estate

Largest Shared Position

Howard Hughes Holdings Inc. (HHH) represents the largest overlapping position between Pershing Square Capital Management and Donald Smith & Co. based on the latest reported SEC Form 13F filings for the quarter ended March 31, 2026. The combined disclosed value of HHH positions reported by both investment firms is approximately $1.26B, reflecting overlapping institutional exposure to Howard Hughes Holdings Inc..

Shared Sector Exposure

Sector	Combined value	Shared holdings
Real Estate	$1.26B	HHH

Consensus Smart Money Signals

Shared holdings between Pershing Square Capital Management and Donald Smith & Co. 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: HHH ($1.26B combined).
Highest average portfolio weight in overlap: HHH (4.9% conviction score).
Largest estimated mark-to-market gain since filing: HHH ($63.87M vs reported combined value, where EOD data is available).

Historical Overlap Trend

The overlap between Pershing Square Capital Management and Donald Smith & Co. was unchanged between Q4 2001 and Q1 2001, with 1 shared holdings in the latest period ($1.26B combined reported value) versus 1 in the prior period ($1.59B).

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