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.
AKO Capital & Causeway Capital Management Portfolio Overlap
Shared 13F holdings between AKO Capital and Causeway Capital Management based on latest reported SEC filings (the quarter ended March 31, 2026).
Overlap Score
9
Minimal overlap
Shared Holdings
4 shared positions across both portfolios (26 holdings for AKO Capital, 104 for Causeway Capital Management).
| Stock | AKO Capital value | Causeway Capital Management value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| CP Canadian Pacific Kansas City Li | $216,142 | $689.86M | $690.08M | 7.3% | $981.72M | Industrials |
| RELX RELX PLC PLC | $777 | $76.46M | $76.46M | 0.6% | $75.49M | Industrials |
| ADI Analog Devices, Inc. | $327,532 | $64.21M | $64.53M | 3.8% | $514.07M | Technology |
| MSFT Microsoft Corporation | $272,154 | $285,771 | $557,925 | 2.8% | $310.53M | Technology |
Largest Shared Position
Canadian Pacific Kansas City Li (CP) represents the largest overlapping position between AKO Capital and Causeway Capital Management based on the latest reported SEC Form 13F filings for the quarter ended March 31, 2026. The combined disclosed value of CP positions reported by both investment firms is approximately $690.08M, reflecting overlapping institutional exposure to Canadian Pacific Kansas City Li.
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Industrials | $766.53M | CP, RELX |
| Technology | $65.09M | ADI, MSFT |
Consensus Smart Money Signals
Shared holdings between AKO Capital 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 ($690.08M combined).
- Highest average portfolio weight in overlap: CP (7.3% conviction score).
- Largest estimated mark-to-market gain since filing: ADI ($449.54M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The latest period shows 4 shared holdings ($831.63M 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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- Causeway Capital Management portfolio
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