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 & Egerton Capital UK Portfolio Overlap

Shared 13F holdings between Sound Shore Management and Egerton Capital UK based on latest reported SEC filings (the quarter ended June 30, 2026).

Overlap Score

Minimal overlap

Shared Holdings

2 shared positions across both portfolios (40 holdings for Sound Shore Management, 22 for Egerton Capital UK).

Stock	Sound Shore Management value	Egerton Capital UK value	Combined value	Conviction	Est. current value	Sector
AMZN Amazon.com, Inc.	$78.91M	$851.69M	$930.59M	5.7%	$923.49M	Consumer Cyclical
VST Vistra Corp.	$72.12M	$76.98M	$149.10M	1.6%	$163.07M	Utilities

Largest Shared Position

Amazon.com, Inc. (AMZN) represents the largest overlapping position between Sound Shore Management and Egerton Capital UK based on the latest reported SEC Form 13F filings for the quarter ended June 30, 2026. The combined disclosed value of AMZN positions reported by both investment firms is approximately $930.59M, reflecting overlapping institutional exposure to Amazon.com, Inc..

Shared Sector Exposure

Sector	Combined value	Shared holdings
Consumer Cyclical	$930.59M	AMZN
Utilities	$149.10M	VST

Consensus Smart Money Signals

Shared holdings between Sound Shore Management and Egerton Capital UK 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: AMZN ($930.59M combined).
Highest average portfolio weight in overlap: AMZN (5.7% conviction score).
Largest estimated mark-to-market gain since filing: VST ($13.97M vs reported combined value, where EOD data is available).

Historical Overlap Trend

The latest period shows 1 shared holdings ($571.12M 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