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 & Causeway Capital Management Portfolio Overlap
Shared 13F holdings between Chou Associates Management and Causeway Capital Management based on latest reported SEC filings (the quarter ended June 30, 2026).
Overlap Score
4
Minimal overlap
Shared Holdings
5 shared positions across both portfolios (31 holdings for Chou Associates Management, 115 for Causeway Capital Management).
| Stock | Chou Associates Management value | Causeway Capital Management value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| GOOG Alphabet Inc. | $25.58M | $111.73M | $137.31M | 6.8% | $133.50M | Communication Services |
| BABA Alibaba Group Holding Limited | $4.02M | $95.50M | $99.53M | 1.7% | $128.38M | Consumer Cyclical |
| C Citigroup, Inc. | $4.58M | $64.22M | $68.80M | 1.6% | $68.49M | Financial Services |
| AAPL Apple Inc. | $11.57M | $274,024 | $11.85M | 2.7% | $12.53M | Technology |
| MGA Magna International, Inc. | $656,600 | $3.02M | $3.67M | 0.2% | $3.93M | Consumer Cyclical |
Largest Shared Position
Alphabet Inc. (GOOG) represents the largest overlapping position between Chou Associates Management and Causeway Capital Management based on the latest reported SEC Form 13F filings for the quarter ended June 30, 2026. The combined disclosed value of GOOG positions reported by both investment firms is approximately $137.31M, reflecting overlapping institutional exposure to Alphabet Inc..
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Communication Services | $137.31M | GOOG |
| Consumer Cyclical | $103.20M | BABA, MGA |
| Financial Services | $68.80M | C |
| Technology | $11.85M | AAPL |
Consensus Smart Money Signals
Shared holdings between Chou Associates Management and Causeway 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: GOOG ($137.31M combined).
- Highest average portfolio weight in overlap: GOOG (6.8% conviction score).
- Largest estimated mark-to-market gain since filing: BABA ($28.86M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Chou Associates Management and Causeway Capital Management increased between Q1 2001 and Q2 2001, with 5 shared holdings in the latest period ($321.15M combined reported value) versus 4 in the prior period ($344.00M).
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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- Causeway Capital Management portfolio
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