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

Brave Warrior Advisors & Matrix Private Capital Group Portfolio Overlap

Shared 13F holdings between Brave Warrior Advisors and Matrix Private Capital Group based on latest reported SEC filings (the quarter ended March 31, 2026).

Overlap Score

Minimal overlap

Shared Holdings

10 shared positions across both portfolios (35 holdings for Brave Warrior Advisors, 140 for Matrix Private Capital Group).

Stock	Brave Warrior Advisors value	Matrix Private Capital Group value	Combined value	Conviction	Est. current value	Sector
MPLX MPLX LP	$185.68M	$456,560	$186.14M	2.4%	$178.63M	Energy
GOOGL Alphabet Inc.	$5.83M	$567,236	$6.39M	0.2%	$8.82M	Communication Services
JPM JP Morgan Chase & Co.	$1.66M	$2.49M	$4.15M	0.6%	$4.20M	Financial Services
GOOG Alphabet Inc.	$1.09M	$950,483	$2.04M	0.2%	$2.79M	Communication Services
MSFT Microsoft Corporation	$749,594	$1.15M	$1.90M	0.3%	$2.17M	Technology
AMZN Amazon.com, Inc.	$291,578	$1.50M	$1.79M	0.4%	$2.27M	Consumer Cyclical
ET Energy Transfer LP	$289,500	$873,190	$1.16M	0.2%	$1.21M	Energy
BAC Bank of America Corporation	$708,435	$223,714	$932,149	0.1%	$951,652	Financial Services
HCA HCA Healthcare, Inc.	$630,829	$281,578	$912,407	0.1%	$815,544	Healthcare
MAR Marriott International	$390,522	$365,337	$755,859	0.1%	$816,176	Consumer Cyclical

Largest Shared Position

MPLX LP (MPLX) represents the largest overlapping position between Brave Warrior Advisors and Matrix Private Capital Group based on the latest reported SEC Form 13F filings for the quarter ended March 31, 2026. The combined disclosed value of MPLX positions reported by both investment firms is approximately $186.14M, reflecting overlapping institutional exposure to MPLX LP.

Shared Sector Exposure

Sector	Combined value	Shared holdings
Energy	$187.30M	ET, MPLX
Communication Services	$8.43M	GOOG, GOOGL
Financial Services	$5.08M	BAC, JPM
Consumer Cyclical	$2.55M	AMZN, MAR
Technology	$1.90M	MSFT
Healthcare	$912,407	HCA

Consensus Smart Money Signals

Shared holdings between Brave Warrior Advisors and Matrix Private Capital Group 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: MPLX ($186.14M combined).
Highest average portfolio weight in overlap: MPLX (2.4% conviction score).
Largest estimated mark-to-market gain since filing: GOOGL ($2.43M vs reported combined value, where EOD data is available).

Historical Overlap Trend

The overlap between Brave Warrior Advisors and Matrix Private Capital Group increased between Q4 2001 and Q1 2001, with 10 shared holdings in the latest period ($206.17M combined reported value) versus 9 in the prior period ($260.96M).

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