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.

Hillman Value Fund & Meritage Group Portfolio Overlap

Shared 13F holdings between Hillman Value Fund and Meritage Group based on latest reported SEC filings (the quarter ended June 30, 2026).

Overlap Score

20

Minimal overlap

Shared Holdings

3 shared positions across both portfolios (53 holdings for Hillman Value Fund, 12 for Meritage Group).

StockHillman Value Fund valueMeritage Group valueCombined valueConvictionEst. current valueSector
MSFT

Microsoft Corporation

$3.84M$476.96M$480.80M10.6%$638.55MTechnology
CSGP

CoStar Group, Inc.

$304,298$152.76M$153.07M3.1%$175.01MReal Estate
EFX

Equifax, Inc.

$1.99M$24.65M$26.64M1.2%$30.35MIndustrials

Largest Shared Position

Microsoft Corporation (MSFT) represents the largest overlapping position between Hillman Value Fund and Meritage Group based on the latest reported SEC Form 13F filings for the quarter ended June 30, 2026. The combined disclosed value of MSFT positions reported by both investment firms is approximately $480.80M, reflecting overlapping institutional exposure to Microsoft Corporation.

Shared Sector Exposure

SectorCombined valueShared holdings
Technology$480.80MMSFT
Real Estate$153.07MCSGP
Industrials$26.64MEFX

Consensus Smart Money Signals

Shared holdings between Hillman Value Fund and Meritage 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: MSFT ($480.80M combined).
  • Highest average portfolio weight in overlap: MSFT (10.6% conviction score).
  • Largest estimated mark-to-market gain since filing: MSFT ($157.74M vs reported combined value, where EOD data is available).

Historical Overlap Trend

The overlap between Hillman Value Fund and Meritage Group was unchanged between Q1 2001 and Q2 2001, with 3 shared holdings in the latest period ($660.51M combined reported value) versus 3 in the prior period ($639.18M).

Overlap Score Guide

ScoreMeaning
85–100Extremely high shared conviction
65–84Strong overlap
45–64Moderate overlap
25–44Limited overlap
0–24Minimal overlap

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