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

Olstein Capital Management & Gardner Russo & Quinn Portfolio Overlap

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

Overlap Score

Minimal overlap

Shared Holdings

12 shared positions across both portfolios (96 holdings for Olstein Capital Management, 78 for Gardner Russo & Quinn).

Stock	Olstein Capital Management value	Gardner Russo & Quinn value	Combined value	Conviction	Est. current value	Sector
GOOG Alphabet Inc.	$2,151	$961.08M	$961.08M	6.2%	$1.20B	Communication Services
BRK-B Berkshire Hathaway Inc. New	$5,271	$532.12M	$532.12M	3.9%	—	Financial Services
UBER Uber Technologies, Inc.	$3,812	$372.12M	$372.13M	2.7%	$379.75M	Technology
V Visa Inc.	$3,551	$28.35M	$28.36M	0.6%	$37.06M	Financial Services
DOV Dover Corporation	$4,794	$3.99M	$3.99M	0.6%	$9.15M	Industrials
PEP Pepsico, Inc.	$4,038	$1.43M	$1.43M	0.5%	$4.97M	Consumer Defensive
MSFT Microsoft Corporation	$6,182	$1.31M	$1.32M	0.7%	$7.78M	Technology
AAPL Apple Inc.	$3,299	$1.21M	$1.21M	0.4%	$5.23M	Technology
WFC Wells Fargo & Company	$5,254	$593,115	$598,369	0.6%	$6.31M	Financial Services
JNJ Johnson & Johnson	$5,989	$318,750	$324,739	0.7%	$6.55M	Healthcare
DIS Walt Disney Company (The)	$10,024	$242,592	$252,616	1.1%	$10.19M	Communication Services
AMZN Amazon.com, Inc.	$3,749	$216,601	$220,350	0.4%	$4.60M	Consumer Cyclical

Largest Shared Position

Alphabet Inc. (GOOG) represents the largest overlapping position between Olstein Capital Management and Gardner Russo & Quinn based on the latest reported SEC Form 13F filings for the quarter ended March 31, 2026. The combined disclosed value of GOOG positions reported by both investment firms is approximately $961.08M, reflecting overlapping institutional exposure to Alphabet Inc..

Shared Sector Exposure

Sector	Combined value	Shared holdings
Communication Services	$961.33M	DIS, GOOG
Financial Services	$561.08M	BRK-B, V, WFC
Technology	$374.65M	AAPL, MSFT, UBER
Industrials	$3.99M	DOV
Consumer Defensive	$1.43M	PEP
Healthcare	$324,739	JNJ
Consumer Cyclical	$220,350	AMZN

Consensus Smart Money Signals

Shared holdings between Olstein Capital Management and Gardner Russo & Quinn 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: GOOG ($961.08M combined).
Highest average portfolio weight in overlap: GOOG (6.2% conviction score).
Largest estimated mark-to-market gain since filing: GOOG ($240.66M vs reported combined value, where EOD data is available).

Historical Overlap Trend

The overlap between Olstein Capital Management and Gardner Russo & Quinn was unchanged between Q4 2001 and Q1 2001, with 12 shared holdings in the latest period ($1.90B combined reported value) versus 12 in the prior period ($2.27B).

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