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Head-to-head comparison

Joel Greenblatt vs Stanley Druckenmiller

Joel Greenblatt
Gotham Asset Management
Q8/10
"Buy good companies at cheap prices. Magic Formula."
6 positionsSince 1985
Stanley Druckenmiller
Duquesne Family Office
Q9/10
"Macro top-down, concentrated bets, ride trends."
5 positionsSince 1981

Shared conviction

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

TickerJoel %Stanley %
MSFT4.1%9.1%

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.
Stanley Druckenmiller
  • PLTRADD +45%
    Bigger Palantir position — AI software thesis.
  • COHRADD +22%
    Building Coherent further — optical networking.
  • NVDAREDUCE -25%
    Continuing to trim the NVDA home run. Taking profits.
  • MSFTREDUCE -10%
    Partial Microsoft trim.

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