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.

Investor AInvestor B

Lindsell Train & Causeway Capital Management Portfolio Overlap

Shared 13F holdings between Lindsell Train and Causeway Capital Management based on latest reported SEC filings (the quarter ended June 30, 2026).

Overlap Score

Minimal overlap

Shared Holdings

2 shared positions across both portfolios (28 holdings for Lindsell Train, 115 for Causeway Capital Management).

Stock	Lindsell Train value	Causeway Capital Management value	Combined value	Conviction	Est. current value	Sector
CP Canadian Pacific Kansas City Li	$2.60M	$581.66M	$584.26M	4.7%	$630.33M	Industrials
DIS Walt Disney Company (The)	$251.01M	$34.71M	$285.71M	5.1%	$317.18M	Communication Services

Largest Shared Position

Canadian Pacific Kansas City Li (CP) represents the largest overlapping position between Lindsell Train and Causeway Capital Management based on the latest reported SEC Form 13F filings for the quarter ended June 30, 2026. The combined disclosed value of CP positions reported by both investment firms is approximately $584.26M, reflecting overlapping institutional exposure to Canadian Pacific Kansas City Li.

Shared Sector Exposure

Sector	Combined value	Shared holdings
Industrials	$584.26M	CP
Communication Services	$285.71M	DIS

Consensus Smart Money Signals

Shared holdings between Lindsell Train and Causeway 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: CP ($584.26M combined).
Highest average portfolio weight in overlap: DIS (5.1% conviction score).
Largest estimated mark-to-market gain since filing: CP ($46.07M vs reported combined value, where EOD data is available).

Historical Overlap Trend

The overlap between Lindsell Train and Causeway Capital Management was unchanged between Q1 2001 and Q2 2001, with 2 shared holdings in the latest period ($869.97M combined reported value) versus 2 in the prior period ($1.06B).

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