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 March 31, 2026).

Overlap Score

Moderate overlap

Shared Holdings

10 shared positions across both portfolios (30 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.	$11.17M	$57.84B	$57.85B	13.7%	$68.44B	Technology
BAC Bank of America Corporation	$2.44M	$25.04B	$25.04B	5.4%	$25.57B	Financial Services
OXY Occidental Petroleum Corporatio	$20.35M	$17.22B	$17.24B	8.2%	$15.81B	Energy
MCO Moody's Corporation	$654,375	$10.76B	$10.76B	2.2%	$10.58B	Financial Services
KHC The Kraft Heinz Company	$1.56M	$7.32B	$7.33B	1.8%	$7.47B	Consumer Defensive
SIRI SiriusXM Holdings Inc	$9.45M	$2.88B	$2.89B	2.8%	$3.23B	Consumer Discretionary
ALLY Ally Financial Inc.	$8.85M	$1.14B	$1.15B	2.3%	$1.23B	Financial Services
GOOG Alphabet Inc.	$20.77M	$1.03B	$1.05B	5.2%	$1.44B	Communication Services
LPX Louisiana-Pacific Corporation	$428,207	$412.11M	$412.54M	0.2%	$396.15M	Industrials
JEF Jefferies Financial Group Inc.	$6.16M	$17.89M	$24.05M	1.5%	$30.44M	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 March 31, 2026. The combined disclosed value of AAPL positions reported by both investment firms is approximately $57.85B, reflecting overlapping institutional exposure to Apple Inc..

Shared Sector Exposure

Sector	Combined value	Shared holdings
Technology	$57.85B	AAPL
Financial Services	$36.98B	ALLY, BAC, JEF, MCO
Energy	$17.24B	OXY
Consumer Defensive	$7.33B	KHC
Consumer Discretionary	$2.89B	SIRI
Communication Services	$1.05B	GOOG
Industrials	$412.54M	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 ($57.85B combined).
Highest average portfolio weight in overlap: AAPL (13.7% conviction score).
Largest estimated mark-to-market gain since filing: AAPL ($10.59B vs reported combined value, where EOD data is available).

Historical Overlap Trend

The overlap between Chou Associates Management and Berkshire Hathaway increased between Q4 2001 and Q1 2001, with 10 shared holdings in the latest period ($123.75B combined reported value) versus 9 in the prior period ($118.96B).

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