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.
Sound Shore Management & Kahn Brothers Group Portfolio Overlap
Shared 13F holdings between Sound Shore Management and Kahn Brothers Group based on latest reported SEC filings (the quarter ended March 31, 2026).
Overlap Score
20
Minimal overlap
Shared Holdings
8 shared positions across both portfolios (40 holdings for Sound Shore Management, 47 for Kahn Brothers Group).
| Stock | Sound Shore Management value | Kahn Brothers Group value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| C Citigroup, Inc. | $87.73M | $95.37M | $183.10M | 9.9% | $232.13M | Financial Services |
| DIS Walt Disney Company (The) | $93.53M | $36.52M | $130.05M | 4.8% | $136.09M | Communication Services |
| BP BP p.l.c. | $78.57M | $29.25M | $107.82M | 3.9% | $92.08M | Energy |
| BAC Bank of America Corporation | $100.70M | $461,126 | $101.16M | 1.7% | $117.30M | Financial Services |
| PFE Pfizer, Inc. | $80.60M | $13.61M | $94.21M | 2.6% | $86.97M | Healthcare |
| CSX CSX Corporation | $82.19M | $1.50M | $83.69M | 1.5% | $92.90M | Industrials |
| PEG Public Service Enterprise Group | $79.71M | $285,267 | $79.99M | 1.4% | $78.46M | Utilities |
| CVX Chevron Corporation | $2.04M | $404,075 | $2.44M | 0.1% | $2.10M | Energy |
Largest Shared Position
Citigroup, Inc. (C) represents the largest overlapping position between Sound Shore Management and Kahn Brothers Group based on the latest reported SEC Form 13F filings for the quarter ended March 31, 2026. The combined disclosed value of C positions reported by both investment firms is approximately $183.10M, reflecting overlapping institutional exposure to Citigroup, Inc..
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Financial Services | $284.26M | BAC, C |
| Communication Services | $130.05M | DIS |
| Energy | $110.26M | BP, CVX |
| Healthcare | $94.21M | PFE |
| Industrials | $83.69M | CSX |
| Utilities | $79.99M | PEG |
Consensus Smart Money Signals
Shared holdings between Sound Shore Management and Kahn Brothers 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: C ($183.10M combined).
- Highest average portfolio weight in overlap: C (9.9% conviction score).
- Largest estimated mark-to-market gain since filing: C ($49.03M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Sound Shore Management and Kahn Brothers Group increased between Q4 2001 and Q1 2001, with 8 shared holdings in the latest period ($782.46M combined reported value) versus 6 in the prior period ($737.72M).
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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