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.
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 June 30, 2026).
Overlap Score
4
Minimal overlap
Shared Holdings
1 shared position across both portfolios (11 holdings for Pershing Square Capital Management, 63 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 | $71.69M | $1.26B | 5.0% | $1.23B | 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 June 30, 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 (5.0% conviction score).
Historical Overlap Trend
The latest period shows 1 shared holdings ($1.26B 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 |
Related Overlap Pages
- Pershing Square Capital Management portfolio
- Donald Smith & Co. portfolio
- Duquesne Family Office Llc & Thiel Macro LLC Shared Holdings
- Duquesne Family Office Llc & Situational Awareness Partners Shared Holdings
- Duquesne Family Office Llc & Aquamarine Zurich AG Shared Holdings
- Duquesne Family Office Llc & TCI Fund Management Shared Holdings
- Duquesne Family Office Llc & Polen Capital Management Shared Holdings
- Most Common Institutional Holdings
- Top Institutional Investor Stock Rankings