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 & Kahn Brothers Group Portfolio Overlap
Shared 13F holdings between Hillman Value Fund and Kahn Brothers Group based on latest reported SEC filings (the quarter ended March 31, 2026).
Overlap Score
16
Minimal overlap
Shared Holdings
8 shared positions across both portfolios (56 holdings for Hillman Value Fund, 47 for Kahn Brothers Group).
| Stock | Hillman Value Fund value | Kahn Brothers Group value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| DIS Walt Disney Company (The) | $2.37M | $36.52M | $38.89M | 4.1% | $40.23M | Communication Services |
| GOOG Alphabet Inc. | $323,291 | $35.01M | $35.33M | 3.2% | $45.05M | Communication Services |
| PFE Pfizer, Inc. | $5.28M | $13.61M | $18.89M | 3.0% | $17.52M | Healthcare |
| GSK GSK plc | $5.38M | $8.88M | $14.26M | 2.7% | $13.31M | Healthcare |
| BMY Bristol-Myers Squibb Company | $3.22M | $10.33M | $13.55M | 2.0% | $12.80M | Healthcare |
| MSFT Microsoft Corporation | $4.01M | $774,395 | $4.78M | 1.5% | $5.38M | Technology |
| VZ Verizon Communications Inc. | $3.26M | $285,236 | $3.55M | 1.2% | $3.21M | Communication Services |
| CMCSA Comcast Corporation | $2.73M | $205,821 | $2.94M | 1.0% | $2.44M | Communication Services |
Largest Shared Position
Walt Disney Company (The) (DIS) represents the largest overlapping position between Hillman Value Fund 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 DIS positions reported by both investment firms is approximately $38.89M, reflecting overlapping institutional exposure to Walt Disney Company (The).
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Communication Services | $80.71M | CMCSA, DIS, GOOG, VZ |
| Healthcare | $46.70M | BMY, GSK, PFE |
| Technology | $4.78M | MSFT |
Consensus Smart Money Signals
Shared holdings between Hillman Value Fund 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: DIS ($38.89M combined).
- Highest average portfolio weight in overlap: DIS (4.1% conviction score).
- Largest estimated mark-to-market gain since filing: GOOG ($9.72M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The latest period shows 8 shared holdings ($132.19M combined reported value).
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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