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

Oaktree Capital Management & First Eagle U.S. Value Portfolio Overlap

Shared 13F holdings between Oaktree Capital Management and First Eagle U.S. Value based on latest reported SEC filings (the quarter ended March 31, 2026).

Overlap Score

Minimal overlap

Shared Holdings

5 shared positions across both portfolios (43 holdings for Oaktree Capital Management, 402 for First Eagle U.S. Value).

Stock	Oaktree Capital Management value	First Eagle U.S. Value value	Combined value	Conviction	Est. current value	Sector
B Barrick Gold	$107.07M	$839.10M	$946.17M	2.1%	$957.77M	—
CHK CHESAPEAKE ENERGY CORP	$574.97M	$1.08M	$576.05M	7.6%	—	Energy
AU AngloGold Ashanti	$313.80M	$145.13M	$458.93M	4.3%	$428.58M	—
ITUB Itau Unibanco Banco Holding SA	$102.14M	$27.76M	$129.90M	1.4%	$123.55M	Financial Services
TAC TransAlta Corporation	$84.08M	$274,304	$84.35M	1.1%	$87.27M	Utilities

Largest Shared Position

Barrick Gold (B) represents the largest overlapping position between Oaktree Capital Management and First Eagle U.S. Value based on the latest reported SEC Form 13F filings for the quarter ended March 31, 2026. The combined disclosed value of B positions reported by both investment firms is approximately $946.17M, reflecting overlapping institutional exposure to Barrick Gold.

Shared Sector Exposure

Sector	Combined value	Shared holdings
Other	$1.41B	AU, B
Energy	$576.05M	CHK
Financial Services	$129.90M	ITUB
Utilities	$84.35M	TAC

Consensus Smart Money Signals

Shared holdings between Oaktree Capital Management and First Eagle U.S. Value 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: B ($946.17M combined).
Highest average portfolio weight in overlap: CHK (7.6% conviction score).
Largest estimated mark-to-market gain since filing: B ($11.60M vs reported combined value, where EOD data is available).

Historical Overlap Trend

The overlap between Oaktree Capital Management and First Eagle U.S. Value decreased between Q4 2001 and Q1 2001, with 5 shared holdings in the latest period ($2.20B combined reported value) versus 6 in the prior period ($2.85B).

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