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Head-to-head comparison

Bill Ackman vs Joel Greenblatt

Bill Ackman
Pershing Square Capital
Q8/10
"Concentrated bets on high-quality businesses with activist catalysts."
8 positionsSince 2004
Joel Greenblatt
Gotham Asset Management
Q8/10
"Buy good companies at cheap prices. Magic Formula."
6 positionsSince 1985

Recent moves — Q4 2025

Latest quarter activity for each manager.

Bill Ackman
  • UBERADD +35%
    Heavy add on the autonomous vehicle optionality.
  • NKEADD +20%
    Doubling down on the Nike turnaround thesis.
  • BNADD +10%
    Building Brookfield position.
  • HHHREDUCE -4%
    Small trim on Howard Hughes.
Joel Greenblatt
  • UNHADD +30%
    Adding aggressively on UnitedHealth's pullback.
  • METAADD +10%
    Quality compounder add.

Data sourced from 13F filings with the SEC. Overlap in top positions is a concrete consensus signal, not investment advice.