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Head-to-head comparison

Joel Greenblatt vs Andreas Halvorsen

Joel Greenblatt
Gotham Asset Management
Q8/10
"Buy good companies at cheap prices. Magic Formula."
6 positionsSince 1985
Andreas Halvorsen
Viking Global Investors
Q8/10
"Long-short equity, deep fundamental research, Tiger Cub pedigree."
6 positionsSince 1999

Shared conviction

Stocks both managers hold as a top position. Overlap in conviction is a strong consensus signal.

TickerJoel %Andreas %
META3.2%6.4%
MSFT4.1%4.8%
UNH2.5%4.1%

Recent moves — Q4 2025

Latest quarter activity for each manager.

Joel Greenblatt
  • UNHADD +30%
    Adding aggressively on UnitedHealth's pullback.
  • METAADD +10%
    Quality compounder add.
Andreas Halvorsen
  • METAADD +78%
    37.53% add — Q4's biggest META buyer.
  • MSFTADD +22%
    Tiger-style quality compounder add.
  • NVDAADD +18%
    Still leaning into AI infrastructure.

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