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.
Giverny Capital & Berkshire Hathaway Portfolio Overlap
Shared 13F holdings between Giverny Capital and Berkshire Hathaway based on latest reported SEC filings (the quarter ended June 30, 2026).
Overlap Score
64
Moderate overlap
Shared Holdings
6 shared positions across both portfolios (50 holdings for Giverny Capital, 27 for Berkshire Hathaway).
| Stock | Giverny Capital value | Berkshire Hathaway value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| AAPL Apple Inc. | $3.76M | $65.95B | $65.95B | 11.1% | $76.81B | Technology |
| AXP American Express Company | $15.75M | $51.28B | $51.30B | 8.9% | $47.19B | Financial Services |
| GOOGL Alphabet Inc. | $110.83M | $28.16B | $28.27B | 6.6% | $27.47B | Communication Services |
| GOOG Alphabet Inc. | $213.93M | $9.61B | $9.82B | 5.2% | $9.55B | Communication Services |
| NYT New York Times Company (The) | $33.90M | $1.10B | $1.13B | 0.8% | $1.13B | Communication Services |
| NVR NVR, Inc. | $90.20M | $75.71M | $165.91M | 1.5% | $152.00M | Consumer Cyclical |
Largest Shared Position
Apple Inc. (AAPL) represents the largest overlapping position between Giverny Capital 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 $65.95B, reflecting overlapping institutional exposure to Apple Inc..
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Technology | $65.95B | AAPL |
| Financial Services | $51.30B | AXP |
| Communication Services | $39.22B | GOOG, GOOGL, NYT |
| Consumer Cyclical | $165.91M | NVR |
Consensus Smart Money Signals
Shared holdings between Giverny Capital 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 ($65.95B combined).
- Highest average portfolio weight in overlap: AAPL (11.1% conviction score).
- Largest estimated mark-to-market gain since filing: AAPL ($10.86B vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Giverny Capital and Berkshire Hathaway increased between Q1 2001 and Q2 2001, with 6 shared holdings in the latest period ($156.64B combined reported value) versus 4 in the prior period ($74.92B).
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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- Berkshire Hathaway portfolio
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