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.
Vulcan Value Partners & Ariel Appreciation Fund Portfolio Overlap
Shared 13F holdings between Vulcan Value Partners and Ariel Appreciation Fund based on latest reported SEC filings (the quarter ended June 30, 2026).
Overlap Score
4
Minimal overlap
Shared Holdings
5 shared positions across both portfolios (36 holdings for Vulcan Value Partners, 104 for Ariel Appreciation Fund).
| Stock | Vulcan Value Partners value | Ariel Appreciation Fund value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| JLL Jones Lang LaSalle Incorporated | $29.84M | $328.63M | $358.46M | 2.1% | $393.43M | Real Estate |
| LFUS Littelfuse, Inc. | $7.94M | $74.39M | $82.33M | 0.5% | $71.61M | Technology |
| FI Fiserv, Inc. | $43.85M | $26.74M | $70.59M | 0.8% | $91.67M | Technology |
| KMX CarMax Inc | $48.27M | $18.33M | $66.60M | 0.8% | $74.04M | Consumer Cyclical |
| IWD iShares Russell 1000 Value ETF | $1.75M | $216,975 | $1.97M | 0.0% | $1.99M | — |
Largest Shared Position
Jones Lang LaSalle Incorporated (JLL) represents the largest overlapping position between Vulcan Value Partners and Ariel Appreciation Fund based on the latest reported SEC Form 13F filings for the quarter ended June 30, 2026. The combined disclosed value of JLL positions reported by both investment firms is approximately $358.46M, reflecting overlapping institutional exposure to Jones Lang LaSalle Incorporated.
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Real Estate | $358.46M | JLL |
| Technology | $152.92M | FI, LFUS |
| Consumer Cyclical | $66.60M | KMX |
| Other | $1.97M | IWD |
Consensus Smart Money Signals
Shared holdings between Vulcan Value Partners and Ariel Appreciation Fund 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: JLL ($358.46M combined).
- Highest average portfolio weight in overlap: JLL (2.1% conviction score).
- Largest estimated mark-to-market gain since filing: JLL ($34.96M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Vulcan Value Partners and Ariel Appreciation Fund was unchanged between Q1 2001 and Q2 2001, with 5 shared holdings in the latest period ($579.95M combined reported value) versus 5 in the prior period ($1.08B).
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
- Vulcan Value Partners portfolio
- Ariel Appreciation Fund 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