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.
Wedgewood Partners & Greenbrier Partners Capital Management Portfolio Overlap
Shared 13F holdings between Wedgewood Partners and Greenbrier Partners Capital Management based on latest reported SEC filings (the quarter ended June 30, 2026).
Overlap Score
86
Extremely high shared conviction
Shared Holdings
6 shared positions across both portfolios (18 holdings for Wedgewood Partners, 11 for Greenbrier Partners Capital Management).
| Stock | Wedgewood Partners value | Greenbrier Partners Capital Management value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| AAPL Apple Inc. | $37.81M | $288.26M | $326.07M | 14.7% | $344.74M | Technology |
| META Meta Platforms, Inc. | $43.08M | $207.57M | $250.64M | 12.2% | $262.46M | Communication Services |
| GOOGL Alphabet Inc. | $45.47M | $141.27M | $186.74M | 10.0% | $180.75M | Communication Services |
| AMZN Amazon.com, Inc. | $32.28M | $147.57M | $179.85M | 8.9% | $198.19M | Consumer Cyclical |
| MSFT Microsoft Corporation | $33.39M | $44.18M | $77.57M | 5.1% | $103.02M | Technology |
| CPRT Copart, Inc. | $12.62M | $12.57M | $25.19M | 1.8% | $28.25M | Industrials |
Largest Shared Position
Apple Inc. (AAPL) represents the largest overlapping position between Wedgewood Partners 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 $326.07M, reflecting overlapping institutional exposure to Apple Inc..
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Communication Services | $437.38M | GOOGL, META |
| Technology | $403.64M | AAPL, MSFT |
| Consumer Cyclical | $179.85M | AMZN |
| Industrials | $25.19M | CPRT |
Consensus Smart Money Signals
Shared holdings between Wedgewood Partners 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 ($326.07M combined).
- Highest average portfolio weight in overlap: AAPL (14.7% conviction score).
- Largest estimated mark-to-market gain since filing: MSFT ($25.45M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Wedgewood Partners and Greenbrier Partners Capital Management was unchanged between Q1 2001 and Q2 2001, with 6 shared holdings in the latest period ($1.05B combined reported value) versus 6 in the prior period ($1.02B).
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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