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

Sound Shore Management & Cullen Value Fund Portfolio Overlap

Shared 13F holdings between Sound Shore Management and Cullen Value Fund based on latest reported SEC filings (the quarter ended March 31, 2026).

Overlap Score

Limited overlap

Shared Holdings

18 shared positions across both portfolios (40 holdings for Sound Shore Management, 177 for Cullen Value Fund).

Stock	Sound Shore Management value	Cullen Value Fund value	Combined value	Conviction	Est. current value	Sector
BRK-B Berkshire Hathaway Inc. New	$95.59M	$48.60M	$144.20M	4.8%	—	Financial Services
BAC Bank of America Corporation	$100.70M	$1.45M	$102.15M	1.8%	$118.45M	Financial Services
DIS Walt Disney Company (The)	$93.53M	$2.42M	$95.95M	1.7%	$100.41M	Communication Services
AMZN Amazon.com, Inc.	$78.91M	$16.09M	$95.00M	2.4%	$108.34M	Consumer Cyclical
CSX CSX Corporation	$82.19M	$1.23M	$83.42M	1.5%	$92.60M	Industrials
N6596X109 NXP Semiconductors	$80.84M	$476,663	$81.32M	1.4%	—	—
PEG Public Service Enterprise Group	$79.71M	$1.49M	$81.20M	1.4%	$79.64M	Utilities
PFE Pfizer, Inc.	$80.60M	$451,958	$81.05M	1.4%	$74.82M	Healthcare
MDT Medtronic	$71.51M	$9.53M	$81.04M	1.8%	$73.08M	—
WFC Wells Fargo & Company	$71.84M	$8.58M	$80.42M	1.8%	$84.67M	Financial Services
BP BP p.l.c.	$78.57M	$247,456	$78.82M	1.3%	$67.31M	Energy
GOOGL Alphabet Inc.	$73.52M	$4.40M	$77.93M	1.5%	$98.58M	Communication Services
UPS United Parcel Service, Inc.	$71.63M	$2.82M	$74.45M	1.4%	$79.56M	Industrials
BA Boeing Company (The)	$70.66M	$358,185	$71.02M	1.2%	$80.51M	Industrials
ICLR ICON	$69.38M	$240,464	$69.62M	1.2%	$90.14M	—
KMI Kinder Morgan, Inc.	$64.19M	$1.74M	$65.93M	1.2%	$61.61M	Energy
QCOM QUALCOMM Incorporated	$54.71M	$1.34M	$56.04M	1.0%	$92.68M	Technology
CVX Chevron Corporation	$2.04M	$4.56M	$6.60M	0.3%	$5.66M	Energy

Largest Shared Position

Berkshire Hathaway Inc. New (BRK-B) represents the largest overlapping position between Sound Shore Management and Cullen Value Fund 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 $144.20M, reflecting overlapping institutional exposure to Berkshire Hathaway Inc. New.

Shared Sector Exposure

Sector	Combined value	Shared holdings
Financial Services	$326.77M	BAC, BRK-B, WFC
Other	$231.97M	ICLR, MDT, N6596X109
Industrials	$228.88M	BA, CSX, UPS
Communication Services	$173.88M	DIS, GOOGL
Energy	$151.34M	BP, CVX, KMI
Consumer Cyclical	$95.00M	AMZN
Utilities	$81.20M	PEG
Healthcare	$81.05M	PFE
Technology	$56.04M	QCOM

Consensus Smart Money Signals

Shared holdings between Sound Shore Management and Cullen Value Fund 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 ($144.20M combined).
Highest average portfolio weight in overlap: BRK-B (4.8% conviction score).
Largest estimated mark-to-market gain since filing: QCOM ($36.64M vs reported combined value, where EOD data is available).

Historical Overlap Trend

The overlap between Sound Shore Management and Cullen Value Fund increased between Q4 2001 and Q1 2001, with 18 shared holdings in the latest period ($1.43B combined reported value) versus 13 in the prior period ($1.27B).

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