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

Semper Augustus Investments Group & Gardner Russo & Quinn Portfolio Overlap

Shared 13F holdings between Semper Augustus Investments Group and Gardner Russo & Quinn based on latest reported SEC filings (the quarter ended March 31, 2026).

Overlap Score

Strong overlap

Shared Holdings

15 shared positions across both portfolios (43 holdings for Semper Augustus Investments Group, 78 for Gardner Russo & Quinn).

Stock	Semper Augustus Investments Group value	Gardner Russo & Quinn value	Combined value	Conviction	Est. current value	Sector
BRK-A Berkshire Hathaway Inc.	$83.30M	$1.05B	$1.13B	11.5%	—	Financial Services
GOOG Alphabet Inc.	$697,644	$961.08M	$961.78M	6.0%	$1.20B	Communication Services
MA Mastercard Incorporated	$328,852	$777.04M	$777.37M	4.8%	$812.81M	Financial Services
PM Philip Morris International Inc	$291,329	$761.40M	$761.69M	4.7%	$818.59M	Consumer Defensive
BRK-B Berkshire Hathaway Inc. New	$121.25M	$532.12M	$653.37M	10.6%	—	Financial Services
NFLX Netflix, Inc.	$286,527	$539.47M	$539.75M	3.3%	$416.48M	Communication Services
XOM Exxon Mobil Corporation	$9.76M	$32.91M	$42.66M	0.8%	$34.27M	Energy
DIS Walt Disney Company (The)	$14.71M	$242,592	$14.95M	0.9%	$14.84M	Communication Services
COST Costco Wholesale Corporation	$3.35M	$4.61M	$7.96M	0.2%	$7.39M	Consumer Defensive
MRK Merck & Company, Inc.	$5.37M	$257,536	$5.63M	0.3%	$5.86M	Healthcare
GOOGL Alphabet Inc.	$201,292	$3.34M	$3.54M	0.0%	$4.45M	Communication Services
AXP American Express Company	$1.04M	$1.96M	$3.00M	0.1%	$3.45M	Financial Services
AAPL Apple Inc.	$1.05M	$1.21M	$2.26M	0.1%	$2.62M	Technology
KO Coca-Cola Company (The)	$1.17M	$990,551	$2.16M	0.1%	$2.30M	Consumer Defensive
CVX Chevron Corporation	$1.25M	$511,043	$1.77M	0.1%	$1.41M	Energy

Largest Shared Position

Berkshire Hathaway Inc. (BRK-A) represents the largest overlapping position between Semper Augustus Investments Group and Gardner Russo & Quinn based on the latest reported SEC Form 13F filings for the quarter ended March 31, 2026. The combined disclosed value of BRK-A positions reported by both investment firms is approximately $1.13B, reflecting overlapping institutional exposure to Berkshire Hathaway Inc..

Shared Sector Exposure

Sector	Combined value	Shared holdings
Financial Services	$2.57B	AXP, BRK-A, BRK-B, MA
Communication Services	$1.52B	DIS, GOOG, GOOGL, NFLX
Consumer Defensive	$771.81M	COST, KO, PM
Energy	$44.43M	CVX, XOM
Healthcare	$5.63M	MRK
Technology	$2.26M	AAPL

Consensus Smart Money Signals

Shared holdings between Semper Augustus Investments Group and Gardner Russo & Quinn 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-A ($1.13B combined).
Highest average portfolio weight in overlap: BRK-A (11.5% conviction score).
Largest estimated mark-to-market gain since filing: GOOG ($238.15M vs reported combined value, where EOD data is available).

Historical Overlap Trend

The overlap between Semper Augustus Investments Group and Gardner Russo & Quinn increased between Q4 2001 and Q1 2001, with 15 shared holdings in the latest period ($4.91B combined reported value) versus 10 in the prior period ($1.97B).

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