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.
Lindsell Train & Olstein Capital Management Portfolio Overlap
Shared 13F holdings between Lindsell Train and Olstein Capital Management based on latest reported SEC filings (the quarter ended March 31, 2026).
Overlap Score
29
Limited overlap
Shared Holdings
9 shared positions across both portfolios (27 holdings for Lindsell Train, 96 for Olstein Capital Management).
| Stock | Lindsell Train value | Olstein Capital Management value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| DIS Walt Disney Company (The) | $309.03M | $10,024 | $309.04M | 6.0% | $340.05M | Communication Services |
| TMO Thermo Fisher Scientific Inc | $303.38M | $3,318 | $303.38M | 5.2% | $273.51M | Healthcare |
| PEP Pepsico, Inc. | $198.33M | $4,038 | $198.34M | 3.6% | $194.33M | Consumer Defensive |
| EBAY eBay Inc. | $175.44M | $1,456 | $175.44M | 3.0% | $225.70M | Consumer Cyclical |
| V Visa Inc. | $3.11M | $3,551 | $3.12M | 0.4% | $7.18M | Financial Services |
| SPGI S&P Global Inc. | $3.10M | $5,742 | $3.11M | 0.7% | $8.39M | Financial Services |
| EFX Equifax, Inc. | $2.07M | $6,663 | $2.08M | 0.8% | $7.68M | Industrials |
| ADBE Adobe Inc. | $1.70M | $6,077 | $1.71M | 0.7% | $7.92M | Technology |
| NKE Nike, Inc. | $1.10M | $5,652 | $1.10M | 0.6% | $5.35M | Consumer Cyclical |
Largest Shared Position
Walt Disney Company (The) (DIS) represents the largest overlapping position between Lindsell Train and Olstein Capital Management 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 $309.04M, reflecting overlapping institutional exposure to Walt Disney Company (The).
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Communication Services | $309.04M | DIS |
| Healthcare | $303.38M | TMO |
| Consumer Defensive | $198.34M | PEP |
| Consumer Cyclical | $176.55M | EBAY, NKE |
| Financial Services | $6.23M | SPGI, V |
| Industrials | $2.08M | EFX |
| Technology | $1.71M | ADBE |
Consensus Smart Money Signals
Shared holdings between Lindsell Train and Olstein Capital Management 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 ($309.04M combined).
- Highest average portfolio weight in overlap: DIS (6.0% conviction score).
- Largest estimated mark-to-market gain since filing: EBAY ($50.26M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Lindsell Train and Olstein Capital Management was unchanged between Q4 2001 and Q1 2001, with 9 shared holdings in the latest period ($997.32M combined reported value) versus 9 in the prior period ($1.25B).
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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