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.
Yacktman Asset Management & Egerton Capital UK Portfolio Overlap
Shared 13F holdings between Yacktman Asset Management and Egerton Capital UK based on latest reported SEC filings (the quarter ended March 31, 2026).
Overlap Score
29
Limited overlap
Shared Holdings
7 shared positions across both portfolios (74 holdings for Yacktman Asset Management, 22 for Egerton Capital UK).
| Stock | Yacktman Asset Management value | Egerton Capital UK value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| GOOG Alphabet Inc. | $323.16M | $992.43M | $1.32B | 7.8% | $1.63B | Communication Services |
| V Visa Inc. | $221,240 | $1.24B | $1.24B | 7.1% | $1.49B | Financial Services |
| CNQ Canadian Natural Resources Limi | $806.07M | $277.06M | $1.08B | 7.0% | $881.27M | Energy |
| MCO Moody's Corporation | $5.41M | $674.30M | $679.71M | 3.9% | $764.25M | Financial Services |
| DVN Devon Energy Corporation | $23.09M | $328.35M | $351.43M | 2.0% | $282.64M | Energy |
| MA Mastercard Incorporated | $5.83M | $229.67M | $235.50M | 1.4% | $254.23M | Financial Services |
| AWI Armstrong World Industries Inc | $122.27M | $73.84M | $196.11M | 1.2% | $188.68M | Industrials |
Largest Shared Position
Alphabet Inc. (GOOG) represents the largest overlapping position between Yacktman Asset Management and Egerton Capital UK based on the latest reported SEC Form 13F filings for the quarter ended March 31, 2026. The combined disclosed value of GOOG positions reported by both investment firms is approximately $1.32B, reflecting overlapping institutional exposure to Alphabet Inc..
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Financial Services | $2.16B | MA, MCO, V |
| Energy | $1.43B | CNQ, DVN |
| Communication Services | $1.32B | GOOG |
| Industrials | $196.11M | AWI |
Consensus Smart Money Signals
Shared holdings between Yacktman Asset Management and Egerton Capital UK 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: GOOG ($1.32B combined).
- Highest average portfolio weight in overlap: GOOG (7.8% conviction score).
- Largest estimated mark-to-market gain since filing: GOOG ($317.91M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Yacktman Asset Management and Egerton Capital UK increased between Q4 2001 and Q1 2001, with 7 shared holdings in the latest period ($5.10B combined reported value) versus 5 in the prior period ($3.82B).
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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