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Head-to-head comparison

Carl Icahn vs Joel Greenblatt

Carl Icahn
Icahn Enterprises
Q8/10
"Buy undervalued, force change, exit at fair value."
6 positionsSince 1990
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.

Carl Icahn
  • DNUTADD +22%
    Adding to the Krispy Kreme recovery play.
  • OXYREDUCE -12%
    Continued Occidental trim.
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.