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 & Muhlenkamp & Co Portfolio Overlap
Shared 13F holdings between Greenbrier Partners Capital Management and Muhlenkamp & Co based on latest reported SEC filings (the quarter ended June 30, 2026).
Overlap Score
21
Minimal overlap
Shared Holdings
3 shared positions across both portfolios (11 holdings for Greenbrier Partners Capital Management, 29 for Muhlenkamp & Co).
| Stock | Greenbrier Partners Capital Management value | Muhlenkamp & Co value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| AAPL Apple Inc. | $288.26M | $15.88M | $304.13M | 12.9% | $323.90M | Technology |
| BRK-B Berkshire Hathaway Inc. New | $40.25M | $18.38M | $58.63M | 3.9% | $59.87M | Financial Services |
| MSFT Microsoft Corporation | $44.18M | $12.19M | $56.37M | 3.3% | $74.99M | Technology |
Largest Shared Position
Apple Inc. (AAPL) represents the largest overlapping position between Greenbrier Partners Capital Management and Muhlenkamp & Co 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 $304.13M, reflecting overlapping institutional exposure to Apple Inc..
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Technology | $360.51M | AAPL, MSFT |
| Financial Services | $58.63M | BRK-B |
Consensus Smart Money Signals
Shared holdings between Greenbrier Partners Capital Management and Muhlenkamp & Co 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 ($304.13M combined).
- Highest average portfolio weight in overlap: AAPL (12.9% conviction score).
- Largest estimated mark-to-market gain since filing: AAPL ($19.77M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The latest period shows 3 shared holdings ($428.75M 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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