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

Lountzis Asset Management & Olstein Capital Management Portfolio Overlap

Shared 13F holdings between Lountzis Asset Management and Olstein Capital Management based on latest reported SEC filings (the quarter ended March 31, 2026).

Overlap Score

Limited overlap

Shared Holdings

12 shared positions across both portfolios (52 holdings for Lountzis Asset Management, 96 for Olstein Capital Management).

Stock	Lountzis Asset Management value	Olstein Capital Management value	Combined value	Conviction	Est. current value	Sector
BRK-B Berkshire Hathaway Inc. New	$64.36M	$5,271	$64.37M	12.4%	—	Financial Services
WFC Wells Fargo & Company	$19.51M	$5,254	$19.51M	4.2%	$22.84M	Financial Services
USB U.S. Bancorp	$13.04M	$5,721	$13.04M	3.0%	$19.03M	Financial Services
PEP Pepsico, Inc.	$5.91M	$4,038	$5.92M	1.5%	$9.56M	Consumer Defensive
UNH UnitedHealth Group Incorporated	$2.89M	$6,224	$2.90M	1.2%	$13.27M	Healthcare
GOOG Alphabet Inc.	$1.49M	$2,151	$1.50M	0.5%	$5.00M	Communication Services
MHK Mohawk Industries, Inc.	$801,366	$6,474	$807,840	0.9%	$7.13M	Consumer Cyclical
JNJ Johnson & Johnson	$664,876	$5,989	$670,865	0.8%	$6.17M	Healthcare
META Meta Platforms, Inc.	$519,494	$4,520	$524,014	0.6%	$5.41M	Communication Services
MSFT Microsoft Corporation	$488,254	$6,182	$494,436	0.8%	$7.60M	Technology
AAPL Apple Inc.	$433,727	$3,299	$437,026	0.4%	$4.42M	Technology
V Visa Inc.	$247,886	$3,551	$251,437	0.4%	$4.09M	Financial Services

Largest Shared Position

Berkshire Hathaway Inc. New (BRK-B) represents the largest overlapping position between Lountzis Asset Management 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 BRK-B positions reported by both investment firms is approximately $64.37M, reflecting overlapping institutional exposure to Berkshire Hathaway Inc. New.

Shared Sector Exposure

Sector	Combined value	Shared holdings
Financial Services	$97.17M	BRK-B, USB, V, WFC
Consumer Defensive	$5.92M	PEP
Healthcare	$3.57M	JNJ, UNH
Communication Services	$2.02M	GOOG, META
Technology	$931,462	AAPL, MSFT
Consumer Cyclical	$807,840	MHK

Consensus Smart Money Signals

Shared holdings between Lountzis Asset Management 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: BRK-B ($64.37M combined).
Highest average portfolio weight in overlap: BRK-B (12.4% conviction score).
Largest estimated mark-to-market gain since filing: UNH ($10.37M vs reported combined value, where EOD data is available).

Historical Overlap Trend

The latest period shows 12 shared holdings ($110.42M 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