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

Giverny Capital & Lountzis Asset Management Portfolio Overlap

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

Overlap Score

Moderate overlap

Shared Holdings

14 shared positions across both portfolios (50 holdings for Giverny Capital, 52 for Lountzis Asset Management).

Stock	Giverny Capital value	Lountzis Asset Management value	Combined value	Conviction	Est. current value	Sector
BRK-B Berkshire Hathaway Inc. New	$181.44M	$64.36M	$245.80M	15.1%	—	Financial Services
GOOG Alphabet Inc.	$178.11M	$1.49M	$179.61M	3.6%	$223.01M	Communication Services
META Meta Platforms, Inc.	$176.11M	$519,494	$176.63M	3.3%	$179.96M	Communication Services
SCHW Charles Schwab Corporation (The	$144.37M	$455,333	$144.83M	2.7%	$149.48M	Financial Services
V Visa Inc.	$119.79M	$247,886	$120.04M	2.3%	$143.83M	Financial Services
PGR Progressive Corporation (The)	$104.74M	$14.18M	$118.93M	4.5%	$139.31M	Financial Services
GOOGL Alphabet Inc.	$100.21M	$13.83M	$114.04M	4.4%	$142.73M	Communication Services
KNSL Kinsale Capital Group, Inc.	$74.80M	$9.89M	$84.69M	3.2%	$87.96M	Financial Services
BRO Brown & Brown, Inc.	$49.25M	$7.01M	$56.27M	2.2%	$60.40M	Financial Services
JPM JP Morgan Chase & Co.	$15.38M	$328,283	$15.71M	0.3%	$17.87M	Financial Services
MA Mastercard Incorporated	$14.02M	$249,830	$14.27M	0.3%	$15.41M	Financial Services
BRK-A Berkshire Hathaway Inc.	$7.90M	$718,140	$8.62M	0.3%	—	Financial Services
AAPL Apple Inc.	$3.82M	$433,727	$4.25M	0.1%	$5.17M	Technology
MSFT Microsoft Corporation	$707,025	$488,254	$1.20M	0.1%	$1.26M	Technology

Largest Shared Position

Berkshire Hathaway Inc. New (BRK-B) represents the largest overlapping position between Giverny Capital and Lountzis Asset Management based on the latest reported SEC Form 13F filings for the quarter ended March 31, 2026. The combined disclosed value of BRK-B positions reported by both investment firms is approximately $245.80M, reflecting overlapping institutional exposure to Berkshire Hathaway Inc. New.

Shared Sector Exposure

Sector	Combined value	Shared holdings
Financial Services	$809.15M	BRK-A, BRK-B, BRO, JPM, KNSL, MA, PGR, SCHW, V
Communication Services	$470.28M	GOOG, GOOGL, META
Technology	$5.45M	AAPL, MSFT

Consensus Smart Money Signals

Shared holdings between Giverny Capital and Lountzis Asset 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: BRK-B ($245.80M combined).
Highest average portfolio weight in overlap: BRK-B (15.1% conviction score).
Largest estimated mark-to-market gain since filing: GOOG ($43.40M vs reported combined value, where EOD data is available).

Historical Overlap Trend

The overlap between Giverny Capital and Lountzis Asset Management increased between Q4 2001 and Q1 2001, with 14 shared holdings in the latest period ($1.28B combined reported value) versus 13 in the prior period ($1.42B).

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