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 March 31, 2026).

Overlap Score

18

Minimal overlap

Shared Holdings

3 shared positions across both portfolios (56 holdings for Hillman Value Fund, 13 for Meritage Group).

StockHillman Value Fund valueMeritage Group valueCombined valueConvictionEst. current valueSector
MSFT

Microsoft Corporation

$4.01M$470.31M$474.32M10.3%$540.63MTechnology
CSGP

CoStar Group, Inc.

$345,189$134.29M$134.64M2.7%$109.07MReal Estate
EFX

Equifax, Inc.

$2.44M$27.79M$30.23M1.4%$26.58MIndustrials

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 March 31, 2026. The combined disclosed value of MSFT positions reported by both investment firms is approximately $474.32M, reflecting overlapping institutional exposure to Microsoft Corporation.

Shared Sector Exposure

SectorCombined valueShared holdings
Technology$474.32MMSFT
Real Estate$134.64MCSGP
Industrials$30.23MEFX

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 ($474.32M combined).
  • Highest average portfolio weight in overlap: MSFT (10.3% conviction score).
  • Largest estimated mark-to-market gain since filing: MSFT ($66.31M vs reported combined value, where EOD data is available).

Historical Overlap Trend

The latest period shows 3 shared holdings ($639.18M combined reported value).

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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