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.
Matrix Advisors Value Fund & Greenbrier Partners Capital Management Portfolio Overlap
Shared 13F holdings between Matrix Advisors Value Fund and Greenbrier Partners Capital Management based on latest reported SEC filings (the quarter ended March 31, 2026).
Overlap Score
84
Strong overlap
Shared Holdings
8 shared positions across both portfolios (104 holdings for Matrix Advisors Value Fund, 11 for Greenbrier Partners Capital Management).
| Stock | Matrix Advisors Value Fund value | Greenbrier Partners Capital Management value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| AAPL Apple Inc. | $38.90M | $299.64M | $338.54M | 13.3% | $400.49M | Technology |
| META Meta Platforms, Inc. | $18.85M | $226.05M | $244.89M | 9.6% | $262.91M | Communication Services |
| COST Costco Wholesale Corporation | $556,568 | $221.68M | $222.23M | 8.6% | $233.95M | Consumer Defensive |
| GOOG Alphabet Inc. | $41.27M | $132.74M | $174.01M | 7.0% | $238.59M | Communication Services |
| AMZN Amazon.com, Inc. | $28.21M | $129.38M | $157.60M | 6.3% | $199.87M | Consumer Cyclical |
| GOOGL Alphabet Inc. | $1.13M | $128.64M | $129.77M | 5.0% | $179.06M | Communication Services |
| MSFT Microsoft Corporation | $63.43M | $43.99M | $107.42M | 4.6% | $122.44M | Technology |
| BRK-B Berkshire Hathaway Inc. New | $5.56M | $38.67M | $44.23M | 1.7% | — | Financial Services |
Largest Shared Position
Apple Inc. (AAPL) represents the largest overlapping position between Matrix Advisors Value Fund and Greenbrier Partners Capital Management based on the latest reported SEC Form 13F filings for the quarter ended March 31, 2026. The combined disclosed value of AAPL positions reported by both investment firms is approximately $338.54M, reflecting overlapping institutional exposure to Apple Inc..
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Communication Services | $548.68M | GOOG, GOOGL, META |
| Technology | $445.96M | AAPL, MSFT |
| Consumer Defensive | $222.23M | COST |
| Consumer Cyclical | $157.60M | AMZN |
| Financial Services | $44.23M | BRK-B |
Consensus Smart Money Signals
Shared holdings between Matrix Advisors Value Fund and Greenbrier Partners 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: AAPL ($338.54M combined).
- Highest average portfolio weight in overlap: AAPL (13.3% conviction score).
- Largest estimated mark-to-market gain since filing: GOOG ($64.58M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The latest period shows 8 shared holdings ($1.42B 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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