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Hedge Funds Similar to MBB PUBLIC MARKETS I

13F Portfolio OverlapQ2 2026MBB PUBLIC MARKETS I portfolio →
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Most similar hedge funds by 13F overlap

MBB PUBLIC MARKETS I LLC is an institutional investor managing $926M across 26 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to MBB PUBLIC MARKETS I are TRAN, Giverny, LONDON OF VIRGINIA, with shared positions in $FERG, $PGR, $AER, $IBP, $UNF, $EQT. The full ranking of 9 similar funds is below.

#1TRAN CAPITAL MANAGEMENT, L.P.Active
Some overlap · 3 shared positions
$FERG$PGR$AER
$869M
66 positions
#2Giverny Capital Inc.Active
Some overlap · 3 shared positions
$PGR$FERG$IBP
$3.0B
51 positions
#3LONDON CO OF VIRGINIAActive
Some overlap · 3 shared positions
$AER$PGR$UNF
$17.5B
169 positions
#4SeaBridge Investment Advisors LLCPassive
Some overlap · 3 shared positions
$FERG$PGR$EQT
$692M
188 positions
#5JBF Capital, Inc.Active
Slight overlap · 3 shared positions
$AER$GTX$JBI
$764M
100 positions
#6NEW SOUTH CAPITAL MANAGEMENT INCActive
Slight overlap · 4 shared positions
$GTX$ESI$RUSHA$UNF
$2.3B
48 positions
#7FULLER & THALER ASSET MANAGEMENT, INC.Passive
Slight overlap · 3 shared positions
$GTX$AMG$FTDR
$36.7B
504 positions
#8REINHART PARTNERS, LLC.Active
Slight overlap · 5 shared positions
$LSTR$LNTH$FTDR$AHCO$HLMN
$4.4B
72 positions
#9KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLCPassive
Slight overlap · 3 shared positions
$SAIA$LSTR$IBP
$32.2B
967 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.