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.
Akre Capital Management & Lountzis Asset Management Portfolio Overlap
Shared 13F holdings between Akre Capital Management and Lountzis Asset Management based on latest reported SEC filings (the quarter ended March 31, 2026).
Overlap Score
34
Limited overlap
Shared Holdings
4 shared positions across both portfolios (18 holdings for Akre Capital Management, 52 for Lountzis Asset Management).
| Stock | Akre Capital Management value | Lountzis Asset Management value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| MA Mastercard Incorporated | $1.14B | $249,830 | $1.14B | 9.4% | $1.13B | Financial Services |
| KKR KKR & Co. Inc. | $621.42M | $9.73M | $631.15M | 6.9% | $661.65M | Financial Services |
| V Visa Inc. | $495.31M | $247,886 | $495.56M | 4.1% | $534.11M | Financial Services |
| BRK-B Berkshire Hathaway Inc. New | $4.95M | $64.36M | $69.31M | 11.8% | — | Financial Services |
Largest Shared Position
Mastercard Incorporated (MA) represents the largest overlapping position between Akre Capital Management and Lountzis Asset Management based on the latest reported SEC Form 13F filings for the quarter ended March 31, 2026. The combined disclosed value of MA positions reported by both investment firms is approximately $1.14B, reflecting overlapping institutional exposure to Mastercard Incorporated.
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Financial Services | $2.34B | BRK-B, KKR, MA, V |
Consensus Smart Money Signals
Shared holdings between Akre Capital Management and Lountzis Asset 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: MA ($1.14B combined).
- Highest average portfolio weight in overlap: BRK-B (11.8% conviction score).
- Largest estimated mark-to-market gain since filing: V ($38.55M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The latest period shows 4 shared holdings ($2.34B 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 |
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- Lountzis Asset Management portfolio
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