Bill Nygren · Joel Greenblatt
what they both own
Both Bill Nygren (Oakmark Funds) and Joel Greenblatt (Gotham Asset Management) hold 35 of the same stocks per their latest 13F filings — a Jaccard overlap of 15.6% across portfolios of 48 and 212 positions. Combined position weight in shared names: 61.0% of each investor's portfolio capacity.
Shared positions, ranked by joint conviction
Joint conviction = Bill Nygren's portfolio weight + Joel Greenblatt's portfolio weight. A stock that both investors size heavily ranks higher than one both hold marginally. Position weight reflects each investor's most recent 13F filing (45-day SEC lag applies; filings can be 1-3 months old).
| Ticker | Nygren | Greenblatt | Joint | ConvictionScore |
|---|---|---|---|---|
| CRM | 3.7% | 0.5% | 4.2% | 0 |
| GOOGL | 3.2% | 0.7% | 3.9% | 0 |
| ABNB | 3.2% | 0.5% | 3.7% | 0 |
| ICE | 3.4% | 0.1% | 3.5% | 0 |
| KEYS | 3.3% | 0.1% | 3.4% | 0 |
| COP | 3.1% | 0.2% | 3.3% | 0 |
| IQV | 2.8% | 0.1% | 2.9% | 0 |
| SCHW | 2.7% | 0.1% | 2.8% | 0 |
| COF | 2.5% | 0.3% | 2.8% | 0 |
| MRK | 2.0% | 0.5% | 2.5% | 0 |
| AMZN | 1.3% | 0.9% | 2.2% | 0 |
| DELL | 1.6% | 0.3% | 1.9% | 0 |
| EFX | 1.8% | 0.1% | 1.9% | 0 |
| GM | 1.3% | 0.5% | 1.8% | 0 |
| C | 1.4% | 0.3% | 1.7% | 0 |
| FE | 1.5% | 0.1% | 1.6% | 0 |
| UNP | 1.2% | 0.3% | 1.5% | 0 |
| ALLY | 1.4% | 0.1% | 1.5% | 0 |
| NFLX | 1.3% | 0.1% | 1.4% | 0 |
| BAC | 1.2% | 0.2% | 1.4% | 0 |
| CHTR | 1.1% | 0.1% | 1.2% | 0 |
| ADBE | 0.7% | 0.5% | 1.2% | 0 |
| CMCSA | 1.0% | 0.2% | 1.2% | 0 |
| CNC | 0.6% | 0.5% | 1.1% | 0 |
| GOOG | 0.3% | 0.7% | 1.0% | 0 |
| Showing top 25 of 35 shared positions. | ||||
Compare individually
Data note. Position percentages are derived from each investor's most recent SEC Form 13F filing (45-day lag), filtered to disclosed long positions only. 13F filings exclude short positions, options (mostly), foreign-domiciled holdings, and positions below the reporting threshold. Joint conviction is a descriptive sum, not a recommendation. Per HoldLens compliance: this page is factual portfolio comparison, not investment advice. Always verify against the source filing before acting.