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← Southeastern Asset Management Inc, its record

Southeastern Asset Management Inc and Voloridge Investment Management LLC: where the books meet

At Q2 2026, at least 1.9% of the two 13F books was the same, across 15 stocks both listed, against 0.9% at Q4 2013. Overlap is the smaller of each shared stock’s two weights, added up: the part of one book that could be swapped for the other’s without a trade.

Overlap by quarter
0%3%6%Q4 2013: 0.9%, 2 in bothQ1 2014: under 0.1%, 1 in both14Q2 2014: 2.3%, 2 in bothQ3 2014: 1.0%, 3 in bothQ4 2014: 0.6%, 4 in bothQ1 2015: 0.7%, 4 in both15Q2 2015: 0.5%, 2 in bothQ3 2015: 4.7%, 8 in bothQ4 2015: 4.7%, 3 in bothQ1 2016: 0.6%, 2 in both16Q2 2016: 0.1%, 4 in bothQ3 2016: 1.0%, 3 in bothQ4 2016: 2.3%, 7 in bothQ1 2017: 0.1%, 2 in both17Q2 2017: 0.7%, 4 in bothQ3 2017: 2.3%, 7 in bothQ4 2017: 5.6%, 10 in bothQ1 2018: 3.4%, 4 in both18Q2 2018: 0.4%, 6 in bothQ3 2018: 3.6%, 5 in bothQ4 2018: 0.3%, 3 in bothQ1 2019: 2.1%, 8 in both19Q2 2019: 2.3%, 8 in bothQ3 2019: 0.4%, 4 in bothQ4 2019: 1.4%, 6 in bothQ1 2020: 4.1%, 7 in both20Q2 2020: 1.5%, 3 in bothQ3 2020: under 0.1%, 2 in bothQ4 2020: 0.8%, 5 in bothQ1 2021: 0.6%, 2 in both21Q2 2021: 1.3%, 5 in bothQ3 2021: 0.7%, 7 in bothQ4 2021: 0.4%, 6 in bothQ1 2022: 0.4%, 5 in both22Q2 2022: 1.0%, 7 in bothQ3 2022: 1.2%, 7 in bothQ4 2022: 1.5%, 7 in bothQ1 2023: 1.6%, 10 in both23Q2 2023: 1.2%, 9 in bothQ3 2023: 0.8%, 7 in bothQ4 2023: 0.4%, 4 in bothQ1 2024: 1.4%, 8 in both24Q2 2024: 1.0%, 8 in bothQ3 2024: 0.5%, 4 in bothQ4 2024: 0.7%, 6 in bothQ1 2025: 1.4%, 8 in both25Q2 2025: 1.6%, 9 in bothQ3 2025: 0.9%, 8 in bothQ4 2025: 0.9%, 8 in bothQ1 2026: 0.9%, 13 in both26Q2 2026: 1.9%, 15 in both
  • Q4 2013: 0.9%, 2 in both
  • Q1 2014: under 0.1%, 1 in both
  • Q2 2014: 2.3%, 2 in both
  • Q3 2014: 1.0%, 3 in both
  • Q4 2014: 0.6%, 4 in both
  • Q1 2015: 0.7%, 4 in both
  • Q2 2015: 0.5%, 2 in both
  • Q3 2015: 4.7%, 8 in both
  • Q4 2015: 4.7%, 3 in both
  • Q1 2016: 0.6%, 2 in both
  • Q2 2016: 0.1%, 4 in both
  • Q3 2016: 1.0%, 3 in both
  • Q4 2016: 2.3%, 7 in both
  • Q1 2017: 0.1%, 2 in both
  • Q2 2017: 0.7%, 4 in both
  • Q3 2017: 2.3%, 7 in both
  • Q4 2017: 5.6%, 10 in both
  • Q1 2018: 3.4%, 4 in both
  • Q2 2018: 0.4%, 6 in both
  • Q3 2018: 3.6%, 5 in both
  • Q4 2018: 0.3%, 3 in both
  • Q1 2019: 2.1%, 8 in both
  • Q2 2019: 2.3%, 8 in both
  • Q3 2019: 0.4%, 4 in both
  • Q4 2019: 1.4%, 6 in both
  • Q1 2020: 4.1%, 7 in both
  • Q2 2020: 1.5%, 3 in both
  • Q3 2020: under 0.1%, 2 in both
  • Q4 2020: 0.8%, 5 in both
  • Q1 2021: 0.6%, 2 in both
  • Q2 2021: 1.3%, 5 in both
  • Q3 2021: 0.7%, 7 in both
  • Q4 2021: 0.4%, 6 in both
  • Q1 2022: 0.4%, 5 in both
  • Q2 2022: 1.0%, 7 in both
  • Q3 2022: 1.2%, 7 in both
  • Q4 2022: 1.5%, 7 in both
  • Q1 2023: 1.6%, 10 in both
  • Q2 2023: 1.2%, 9 in both
  • Q3 2023: 0.8%, 7 in both
  • Q4 2023: 0.4%, 4 in both
  • Q1 2024: 1.4%, 8 in both
  • Q2 2024: 1.0%, 8 in both
  • Q3 2024: 0.5%, 4 in both
  • Q4 2024: 0.7%, 6 in both
  • Q1 2025: 1.4%, 8 in both
  • Q2 2025: 1.6%, 9 in both
  • Q3 2025: 0.9%, 8 in both
  • Q4 2025: 0.9%, 8 in both
  • Q1 2026: 0.9%, 13 in both
  • Q2 2026: 1.9%, 15 in both

Only quarters both managers filed. Where either filing has more positions than are read each quarter, a stock both hold below that range is not counted, so the figure is a floor.

What the overlap is made of, Q2 2026

Stocks both listed, by the smaller of the two weights. A weight is the stock’s share of that manager’s reported book, which says how large the position is, not how strongly it is held.

StockSoutheastern Asset Management IncVoloridge Investment Management LLC
Regeneron Pharmaceuticals(REGN)5.0%Added0.4%Added
Kraft Heinz Co(KHC)4.4%Trimmed0.3%Added
88034p109(TME)1.0%New0.3%Added
FedEx Corporation(FDX)3.2%Trimmed0.2%Added
Fortune Brands Innovations Inc(FBIN)4.8%Trimmed0.1%Trimmed
Cardinal Health Inc(CAH)under 0.1%Held0.4%Trimmed
Huazhu Group Limited ADR(HTHT)0.4%Trimmedunder 0.1%Added
CNH Industrial NV(CNH)2.1%Trimmedunder 0.1%Added
Live Nation Entertainment Inc(LYV)under 0.1%Held0.3%Added
Hyatt Hotels Corp. - Class A(H)under 0.1%Held0.3%Trimmed
Affiliated Managers Group Inc.(AMG)under 0.1%Heldunder 0.1%Trimmed
XPO Logistics Inc(XPO)under 0.1%Held0.3%Added
PayPal Holdings Inc(PYPL)under 0.1%Held0.4%Added
PVH Corp(PVH)2.4%Trimmedunder 0.1%New
HDFC Bank Ltd-adr(HDB)under 0.1%Held0.4%Trimmed

Moved different ways in Q2 2026

Stocks one manager started or added to while the other trimmed or sold out, between the same two quarter ends. A 13F shows the quarter ends, never when in between anything was bought or sold, or why.

  • Abbott Laboratories(ABT)Southeastern Asset Management Inc started; Voloridge Investment Management LLC sold out
  • Kraft Heinz Co(KHC)Southeastern Asset Management Inc trimmed; Voloridge Investment Management LLC added
  • FedEx Corporation(FDX)Southeastern Asset Management Inc trimmed; Voloridge Investment Management LLC added
  • Fiserv Inc(FISV)Southeastern Asset Management Inc sold out; Voloridge Investment Management LLC started
  • PVH Corp(PVH)Southeastern Asset Management Inc trimmed; Voloridge Investment Management LLC started
  • CNH Industrial NV(CNH)Southeastern Asset Management Inc trimmed; Voloridge Investment Management LLC added
  • Huazhu Group Limited ADR(HTHT)Southeastern Asset Management Inc trimmed; Voloridge Investment Management LLC added
Southeastern Asset Management Inc: the recordVoloridge Investment Management LLC: the record

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