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 & Fairfax Financial Holdings Portfolio Overlap
Shared 13F holdings between Hillman Value Fund and Fairfax Financial Holdings based on latest reported SEC filings (the quarter ended June 30, 2026).
Overlap Score
22
Minimal overlap
Shared Holdings
5 shared positions across both portfolios (53 holdings for Hillman Value Fund, 31 for Fairfax Financial Holdings).
| Stock | Hillman Value Fund value | Fairfax Financial Holdings value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| KHC The Kraft Heinz Company | $4.64M | $337.63M | $342.27M | 8.1% | $369.97M | Consumer Defensive |
| CVS CVS Health Corporation | $5.74M | $280.50M | $286.24M | 7.5% | $268.89M | Healthcare |
| TSM Taiwan Semiconductor Manufactur | $2.68M | $44.68M | $47.36M | 1.9% | $42.34M | Technology |
| PFE Pfizer, Inc. | $4.20M | $25.12M | $29.32M | 2.1% | $32.64M | Healthcare |
| WBD Warner Bros. Discovery, Inc. - | $5.07M | $2.18M | $7.24M | 1.9% | $7.61M | Communication Services |
Largest Shared Position
The Kraft Heinz Company (KHC) represents the largest overlapping position between Hillman Value Fund and Fairfax Financial Holdings based on the latest reported SEC Form 13F filings for the quarter ended June 30, 2026. The combined disclosed value of KHC positions reported by both investment firms is approximately $342.27M, reflecting overlapping institutional exposure to The Kraft Heinz Company.
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Consumer Defensive | $342.27M | KHC |
| Healthcare | $315.56M | CVS, PFE |
| Technology | $47.36M | TSM |
| Communication Services | $7.24M | WBD |
Consensus Smart Money Signals
Shared holdings between Hillman Value Fund and Fairfax Financial Holdings 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: KHC ($342.27M combined).
- Highest average portfolio weight in overlap: KHC (8.1% conviction score).
- Largest estimated mark-to-market gain since filing: KHC ($27.70M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Hillman Value Fund and Fairfax Financial Holdings was unchanged between Q1 2001 and Q2 2001, with 5 shared holdings in the latest period ($712.44M combined reported value) versus 5 in the prior period ($397.02M).
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 |
Related Overlap Pages
- Hillman Value Fund portfolio
- Fairfax Financial Holdings portfolio
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