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

Chou Associates Management & Berkshire Hathaway Portfolio Overlap

Shared 13F holdings between Chou Associates Management and Berkshire Hathaway based on latest reported SEC filings (the quarter ended June 30, 2026).

Overlap Score

Moderate overlap

Shared Holdings

10 shared positions across both portfolios (31 holdings for Chou Associates Management, 27 for Berkshire Hathaway).

Stock	Chou Associates Management value	Berkshire Hathaway value	Combined value	Conviction	Est. current value	Sector
AAPL Apple Inc.	$11.57M	$65.95B	$65.96B	13.8%	$69.74B	Technology
BAC Bank of America Corporation	$2.85M	$27.54B	$27.55B	5.3%	$31.18B	Financial Services
OXY Occidental Petroleum Corporatio	$15.20M	$12.87B	$12.88B	5.7%	$15.48B	Energy
MCO Moody's Corporation	$679,380	$11.17B	$11.17B	2.0%	$11.96B	Financial Services
GOOG Alphabet Inc.	$25.58M	$9.61B	$9.63B	7.5%	$9.37B	Communication Services
KHC The Kraft Heinz Company	$1.64M	$7.69B	$7.69B	1.7%	$8.31B	Consumer Defensive
SIRI SiriusXM Holdings Inc	$12.10M	$3.69B	$3.70B	3.4%	$3.56B	Consumer Discretionary
ALLY Ally Financial Inc.	$10.36M	$1.24B	$1.25B	2.6%	$1.22B	Financial Services
LPX Louisiana-Pacific Corporation	$462,993	$445.59M	$446.06M	0.2%	$419.01M	Industrials
JEF Jefferies Financial Group Inc.	$7.46M	$21.67M	$29.13M	1.7%	$32.14M	Financial Services

Largest Shared Position

Apple Inc. (AAPL) represents the largest overlapping position between Chou Associates Management and Berkshire Hathaway based on the latest reported SEC Form 13F filings for the quarter ended June 30, 2026. The combined disclosed value of AAPL positions reported by both investment firms is approximately $65.96B, reflecting overlapping institutional exposure to Apple Inc..

Shared Sector Exposure

Sector	Combined value	Shared holdings
Technology	$65.96B	AAPL
Financial Services	$40.00B	ALLY, BAC, JEF, MCO
Energy	$12.88B	OXY
Communication Services	$9.63B	GOOG
Consumer Defensive	$7.69B	KHC
Consumer Discretionary	$3.70B	SIRI
Industrials	$446.06M	LPX

Consensus Smart Money Signals

Shared holdings between Chou Associates Management and Berkshire Hathaway 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: AAPL ($65.96B combined).
Highest average portfolio weight in overlap: AAPL (13.8% conviction score).
Largest estimated mark-to-market gain since filing: AAPL ($3.78B vs reported combined value, where EOD data is available).

Historical Overlap Trend

The overlap between Chou Associates Management and Berkshire Hathaway was unchanged between Q1 2001 and Q2 2001, with 10 shared holdings in the latest period ($140.32B combined reported value) versus 10 in the prior period ($123.75B).

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