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

Appaloosa Management & Olstein Capital Management Portfolio Overlap

Shared 13F holdings between Appaloosa Management and Olstein Capital Management based on latest reported SEC filings (the quarter ended March 31, 2026).

Overlap Score

Limited overlap

Shared Holdings

9 shared positions across both portfolios (31 holdings for Appaloosa Management, 96 for Olstein Capital Management).

Stock	Appaloosa Management value	Olstein Capital Management value	Combined value	Conviction	Est. current value	Sector
AMZN Amazon.com, Inc.	$899.73M	$3,749	$899.73M	8.0%	$1.15B	Consumer Cyclical
GOOG Alphabet Inc.	$497.04M	$2,151	$497.04M	4.4%	$684.46M	Communication Services
UBER Uber Technologies, Inc.	$455.51M	$3,812	$455.52M	4.3%	$479.50M	Technology
META Meta Platforms, Inc.	$249.73M	$4,520	$249.74M	2.6%	$272.96M	Communication Services
GLW Corning Incorporated	$153.58M	$680	$153.58M	1.4%	$217.61M	Technology
LHX L3Harris Technologies, Inc.	$68.34M	$2,796	$68.34M	0.9%	$62.53M	Industrials
RTX RTX Corporation	$65.97M	$2,218	$65.97M	0.8%	$60.51M	Industrials
MSFT Microsoft Corporation	$33.32M	$6,182	$33.32M	1.0%	$45.02M	Technology
UNH UnitedHealth Group Incorporated	$24.35M	$6,224	$24.36M	0.9%	$44.51M	Healthcare

Largest Shared Position

Amazon.com, Inc. (AMZN) represents the largest overlapping position between Appaloosa Management and Olstein Capital Management 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 $899.73M, reflecting overlapping institutional exposure to Amazon.com, Inc..

Shared Sector Exposure

Sector	Combined value	Shared holdings
Consumer Cyclical	$899.73M	AMZN
Communication Services	$746.78M	GOOG, META
Technology	$642.42M	GLW, MSFT, UBER
Industrials	$134.32M	LHX, RTX
Healthcare	$24.36M	UNH

Consensus Smart Money Signals

Shared holdings between Appaloosa Management and Olstein 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: AMZN ($899.73M combined).
Highest average portfolio weight in overlap: AMZN (8.0% conviction score).
Largest estimated mark-to-market gain since filing: AMZN ($246.11M vs reported combined value, where EOD data is available).

Historical Overlap Trend

The overlap between Appaloosa Management and Olstein Capital Management decreased between Q4 2001 and Q1 2001, with 9 shared holdings in the latest period ($2.45B combined reported value) versus 11 in the prior period ($2.34B).

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