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.
Greenbrier Partners Capital Management & Eagle Capital Management Portfolio Overlap
Shared 13F holdings between Greenbrier Partners Capital Management and Eagle Capital Management based on latest reported SEC filings (the quarter ended March 31, 2026).
Overlap Score
58
Moderate overlap
Shared Holdings
5 shared positions across both portfolios (11 holdings for Greenbrier Partners Capital Management, 49 for Eagle Capital Management).
| Stock | Greenbrier Partners Capital Management value | Eagle Capital Management value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| AAPL Apple Inc. | $299.64M | $12,722 | $299.65M | 14.0% | $369.52M | Technology |
| AMZN Amazon.com, Inc. | $129.38M | $8,543 | $129.39M | 6.7% | $174.92M | Consumer Cyclical |
| GOOGL Alphabet Inc. | $128.64M | $12,509 | $128.66M | 7.4% | $194.77M | Communication Services |
| MSFT Microsoft Corporation | $43.99M | $7,916 | $44.00M | 3.3% | $59.16M | Technology |
| BRK-B Berkshire Hathaway Inc. New | $38.67M | $5,322 | $38.68M | 2.5% | — | Financial Services |
Largest Shared Position
Apple Inc. (AAPL) represents the largest overlapping position between Greenbrier Partners Capital Management and Eagle Capital Management 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 $299.65M, reflecting overlapping institutional exposure to Apple Inc..
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Technology | $343.65M | AAPL, MSFT |
| Consumer Cyclical | $129.39M | AMZN |
| Communication Services | $128.66M | GOOGL |
| Financial Services | $38.68M | BRK-B |
Consensus Smart Money Signals
Shared holdings between Greenbrier Partners Capital Management and Eagle 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: AAPL ($299.65M combined).
- Highest average portfolio weight in overlap: AAPL (14.0% conviction score).
- Largest estimated mark-to-market gain since filing: AAPL ($69.87M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The latest period shows 5 shared holdings ($640.38M combined reported value).
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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