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

Yacktman Asset Management & Olstein Capital Management Portfolio Overlap

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

Overlap Score

Limited overlap

Shared Holdings

16 shared positions across both portfolios (74 holdings for Yacktman Asset Management, 96 for Olstein Capital Management).

Stock	Yacktman Asset Management value	Olstein Capital Management value	Combined value	Conviction	Est. current value	Sector
MSFT Microsoft Corporation	$367.55M	$6,182	$367.55M	3.1%	$425.98M	Technology
GOOG Alphabet Inc.	$323.16M	$2,151	$323.16M	2.4%	$446.04M	Communication Services
PEP Pepsico, Inc.	$314.92M	$4,038	$314.93M	2.6%	$306.29M	Consumer Defensive
JNJ Johnson & Johnson	$305.41M	$5,989	$305.41M	2.7%	$288.81M	Healthcare
BRK-B Berkshire Hathaway Inc. New	$150.94M	$5,271	$150.94M	1.6%	—	Financial Services
LHX L3Harris Technologies, Inc.	$140.78M	$2,796	$140.78M	1.3%	$126.20M	Industrials
EBAY eBay Inc.	$139.19M	$1,456	$139.19M	1.1%	$179.44M	Consumer Cyclical
DIS Walt Disney Company (The)	$129.88M	$10,024	$129.89M	2.0%	$149.10M	Communication Services
LMT Lockheed Martin Corporation	$129.11M	$4,080	$129.12M	1.3%	$113.72M	Industrials
SYY Sysco Corporation	$88.08M	$4,280	$88.09M	1.1%	$93.97M	Consumer Defensive
UNH UnitedHealth Group Incorporated	$45.58M	$6,224	$45.59M	1.0%	$75.41M	Healthcare
AVTR Avantor, Inc.	$37.20M	$9,486	$37.21M	1.3%	$45.38M	Healthcare
CSCO Cisco Systems, Inc.	$16.34M	$3,569	$16.34M	0.5%	$30.33M	Technology
WFC Wells Fargo & Company	$8.00M	$5,254	$8.00M	0.6%	$12.22M	Financial Services
GS Goldman Sachs Group, Inc. (The)	$4.31M	$1,015	$4.31M	0.1%	$5.97M	Financial Services
V Visa Inc.	$221,240	$3,551	$224,791	0.4%	$4.07M	Financial Services

Largest Shared Position

Microsoft Corporation (MSFT) represents the largest overlapping position between Yacktman Asset 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 MSFT positions reported by both investment firms is approximately $367.55M, reflecting overlapping institutional exposure to Microsoft Corporation.

Shared Sector Exposure

Sector	Combined value	Shared holdings
Communication Services	$453.05M	DIS, GOOG
Consumer Defensive	$403.01M	PEP, SYY
Healthcare	$388.21M	AVTR, JNJ, UNH
Technology	$383.90M	CSCO, MSFT
Industrials	$269.90M	LHX, LMT
Financial Services	$163.48M	BRK-B, GS, V, WFC
Consumer Cyclical	$139.19M	EBAY

Consensus Smart Money Signals

Shared holdings between Yacktman Asset 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: MSFT ($367.55M combined).
Highest average portfolio weight in overlap: MSFT (3.1% conviction score).
Largest estimated mark-to-market gain since filing: GOOG ($122.88M vs reported combined value, where EOD data is available).

Historical Overlap Trend

The overlap between Yacktman Asset Management and Olstein Capital Management increased between Q4 2001 and Q1 2001, with 16 shared holdings in the latest period ($2.20B combined reported value) versus 15 in the prior period ($2.22B).

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