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.
Appaloosa Management & Brave Warrior Advisors Portfolio Overlap
Shared 13F holdings between Appaloosa Management and Brave Warrior Advisors based on latest reported SEC filings (the quarter ended March 31, 2026).
Overlap Score
18
Minimal overlap
Shared Holdings
6 shared positions across both portfolios (31 holdings for Appaloosa Management, 35 for Brave Warrior Advisors).
| Stock | Appaloosa Management value | Brave Warrior Advisors value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| AMZN Amazon.com, Inc. | $899.73M | $291,578 | $900.02M | 7.6% | $1.14B | Consumer Cyclical |
| GOOG Alphabet Inc. | $497.04M | $1.09M | $498.13M | 4.2% | $683.00M | Communication Services |
| META Meta Platforms, Inc. | $249.73M | $213,404 | $249.95M | 2.1% | $268.34M | Communication Services |
| MPLX MPLX LP | $28.68M | $185.68M | $214.35M | 2.5% | $205.72M | Energy |
| MSFT Microsoft Corporation | $33.32M | $749,594 | $34.06M | 0.3% | $38.83M | Technology |
| ET Energy Transfer LP | $30.42M | $289,500 | $30.71M | 0.3% | $32.06M | Energy |
Largest Shared Position
Amazon.com, Inc. (AMZN) represents the largest overlapping position between Appaloosa Management and Brave Warrior Advisors based on the latest reported SEC Form 13F filings for the quarter ended March 31, 2026. The combined disclosed value of AMZN positions reported by both investment firms is approximately $900.02M, reflecting overlapping institutional exposure to Amazon.com, Inc..
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Consumer Cyclical | $900.02M | AMZN |
| Communication Services | $748.08M | GOOG, META |
| Energy | $245.06M | ET, MPLX |
| Technology | $34.06M | MSFT |
Consensus Smart Money Signals
Shared holdings between Appaloosa Management and Brave Warrior Advisors 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: AMZN ($900.02M combined).
- Highest average portfolio weight in overlap: AMZN (7.6% conviction score).
- Largest estimated mark-to-market gain since filing: AMZN ($241.44M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Appaloosa Management and Brave Warrior Advisors increased between Q4 2001 and Q1 2001, with 6 shared holdings in the latest period ($1.93B combined reported value) versus 5 in the prior period ($1.98B).
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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