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.

Bares Capital Management & Akre Capital Management Portfolio Overlap

Shared 13F holdings between Bares Capital Management and Akre Capital Management based on latest reported SEC filings (the quarter ended June 30, 2026).

Overlap Score

12

Minimal overlap

Shared Holdings

2 shared positions across both portfolios (24 holdings for Bares Capital Management, 18 for Akre Capital Management).

StockBares Capital Management valueAkre Capital Management valueCombined valueConvictionEst. current valueSector
MCO

Moody's Corporation

$16,200$523.98M$524.00M5.1%$538.32MFinancial Services
CSGP

CoStar Group, Inc.

$103.46M$331.33M$434.79M8.0%$392.42MReal Estate

Largest Shared Position

Moody's Corporation (MCO) represents the largest overlapping position between Bares Capital Management and Akre Capital Management based on the latest reported SEC Form 13F filings for the quarter ended June 30, 2026. The combined disclosed value of MCO positions reported by both investment firms is approximately $524.00M, reflecting overlapping institutional exposure to Moody's Corporation.

Shared Sector Exposure

SectorCombined valueShared holdings
Financial Services$524.00MMCO
Real Estate$434.79MCSGP

Consensus Smart Money Signals

Shared holdings between Bares Capital Management and Akre Capital 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: MCO ($524.00M combined).
  • Highest average portfolio weight in overlap: CSGP (8.0% conviction score).
  • Largest estimated mark-to-market gain since filing: MCO ($14.32M vs reported combined value, where EOD data is available).

Overlap Score Guide

ScoreMeaning
85–100Extremely high shared conviction
65–84Strong overlap
45–64Moderate overlap
25–44Limited overlap
0–24Minimal overlap

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