← All investors
Head-to-head comparison
Jeffrey Ubben vs Stephen Mandel
Jeffrey Ubben
Q8/10ValueAct Capital
"Constructive activism. Partner with management, not fight them."
5 positionsSince 2000
Stephen Mandel
Q9/10Lone Pine Capital
"Long-only growth at a reasonable price. Deep research. Tiger Cub."
5 positionsSince 1997
Shared conviction
Stocks both managers hold as a top position. Overlap in conviction is a strong consensus signal.
| Ticker | Jeffrey % | Stephen % |
|---|---|---|
| META | 8.1% | 6.4% |
Advertisement
Remove with Pro →Recent moves — Q1 2026
Latest quarter activity for each manager.
No tracked moves for Jeffrey this quarter.
Data sourced from 13F filings with the SEC. Overlap in top positions is a concrete consensus signal, not investment advice.