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

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 June 30, 2026).

Overlap Score

Strong overlap

Shared Holdings

8 shared positions across both portfolios (106 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.	$44.03M	$288.26M	$332.29M	12.6%	$351.32M	Technology
META Meta Platforms, Inc.	$21.22M	$207.57M	$228.78M	8.6%	$239.57M	Communication Services
COST Costco Wholesale Corporation	$515,137	$207.42M	$207.94M	7.8%	$213.63M	Consumer Defensive
GOOG Alphabet Inc.	$47.99M	$145.35M	$193.34M	7.4%	$187.99M	Communication Services
AMZN Amazon.com, Inc.	$31.89M	$147.57M	$179.46M	6.8%	$197.77M	Consumer Cyclical
GOOGL Alphabet Inc.	$1.40M	$141.27M	$142.67M	5.3%	$138.09M	Communication Services
MSFT Microsoft Corporation	$64.49M	$44.18M	$108.67M	4.3%	$144.32M	Technology
BRK-B Berkshire Hathaway Inc. New	$5.83M	$40.25M	$46.08M	1.7%	$46.41M	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 June 30, 2026. The combined disclosed value of AAPL positions reported by both investment firms is approximately $332.29M, reflecting overlapping institutional exposure to Apple Inc..

Shared Sector Exposure

Sector	Combined value	Shared holdings
Communication Services	$564.79M	GOOG, GOOGL, META
Technology	$440.96M	AAPL, MSFT
Consumer Defensive	$207.94M	COST
Consumer Cyclical	$179.46M	AMZN
Financial Services	$46.08M	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 ($332.29M combined).
Highest average portfolio weight in overlap: AAPL (12.6% conviction score).
Largest estimated mark-to-market gain since filing: MSFT ($35.65M vs reported combined value, where EOD data is available).

Historical Overlap Trend

The overlap between Matrix Advisors Value Fund and Greenbrier Partners Capital Management was unchanged between Q1 2001 and Q2 2001, with 8 shared holdings in the latest period ($1.44B combined reported value) versus 8 in the prior period ($1.42B).

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