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 & Polen Capital Management Portfolio Overlap

Shared 13F holdings between Bares Capital Management and Polen Capital Management based on latest reported SEC filings (the quarter ended March 31, 2026).

Overlap Score

3

Minimal overlap

Shared Holdings

2 shared positions across both portfolios (24 holdings for Bares Capital Management, 209 for Polen Capital Management).

StockBares Capital Management valuePolen Capital Management valueCombined valueConvictionEst. current valueSector
CSGP

CoStar Group, Inc.

$103.46M$507.09M$610.55M6.5%$420.25MReal Estate
W

Wayfair Inc.

$60.07M$2.65M$62.72M2.8%$57.74MConsumer Cyclical

Largest Shared Position

CoStar Group, Inc. (CSGP) represents the largest overlapping position between Bares Capital Management and Polen Capital Management based on the latest reported SEC Form 13F filings for the quarter ended March 31, 2026. The combined disclosed value of CSGP positions reported by both investment firms is approximately $610.55M, reflecting overlapping institutional exposure to CoStar Group, Inc..

Shared Sector Exposure

SectorCombined valueShared holdings
Real Estate$610.55MCSGP
Consumer Cyclical$62.72MW

Consensus Smart Money Signals

Shared holdings between Bares Capital Management and Polen 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: CSGP ($610.55M combined).
  • Highest average portfolio weight in overlap: CSGP (6.5% conviction score).

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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