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Head-to-head comparison

Joel Greenblatt vs Chris Hohn

Joel Greenblatt
Gotham Asset Management
Q8/10
"Buy good companies at cheap prices. Magic Formula."
6 positionsSince 1985
Chris Hohn
TCI Fund Management
Q9/10
"Concentrated activism. Quality at scale. Climate-aware capital."
7 positionsSince 2003

Shared conviction

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

TickerJoel %Chris %
META3.2%8.2%
GOOGL3.0%14.6%
MSFT4.1%13.1%

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.
Chris Hohn
  • GEADD +12%
    Building the aerospace/defense position further.
  • METAREDUCE -6%
    Small META profit-taking.

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