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.
Chou Associates Management & Sound Shore Management Portfolio Overlap
Shared 13F holdings between Chou Associates Management and Sound Shore Management based on latest reported SEC filings (the quarter ended March 31, 2026).
Overlap Score
12
Minimal overlap
Shared Holdings
5 shared positions across both portfolios (30 holdings for Chou Associates Management, 40 for Sound Shore Management).
| Stock | Chou Associates Management value | Sound Shore Management value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| BAC Bank of America Corporation | $2.44M | $100.70M | $103.13M | 2.3% | $123.47M | Financial Services |
| BRK-B Berkshire Hathaway Inc. New | $1.49M | $95.59M | $97.08M | 2.0% | — | Financial Services |
| C Citigroup, Inc. | $3.71M | $87.73M | $91.44M | 2.4% | $112.99M | Financial Services |
| GM General Motors Company | $3.87M | $77.28M | $81.16M | 2.2% | $82.27M | Consumer Cyclical |
| WFC Wells Fargo & Company | $4.74M | $71.84M | $76.58M | 2.3% | $82.67M | Financial Services |
Largest Shared Position
Bank of America Corporation (BAC) represents the largest overlapping position between Chou Associates Management and Sound Shore Management based on the latest reported SEC Form 13F filings for the quarter ended March 31, 2026. The combined disclosed value of BAC positions reported by both investment firms is approximately $103.13M, reflecting overlapping institutional exposure to Bank of America Corporation.
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Financial Services | $368.24M | BAC, BRK-B, C, WFC |
| Consumer Cyclical | $81.16M | GM |
Consensus Smart Money Signals
Shared holdings between Chou Associates Management and Sound Shore 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: BAC ($103.13M combined).
- Highest average portfolio weight in overlap: C (2.4% conviction score).
- Largest estimated mark-to-market gain since filing: C ($21.54M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Chou Associates Management and Sound Shore Management increased between Q4 2001 and Q1 2001, with 5 shared holdings in the latest period ($449.40M combined reported value) versus 4 in the prior period ($367.66M).
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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- Sound Shore Management portfolio
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