David Rolfe · Joel Greenblatt
what they both own
Both David Rolfe (Wedgewood Partners) and Joel Greenblatt (Gotham Asset Management) hold 14 of the same stocks per their latest 13F filings — a Jaccard overlap of 6.5% across portfolios of 18 and 212 positions. Combined position weight in shared names: 79.7% of each investor's portfolio capacity.
Shared positions, ranked by joint conviction
Joint conviction = David Rolfe'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 | Rolfe | Greenblatt | Joint | ConvictionScore |
|---|---|---|---|---|
| GOOGL | 9.5% | 0.7% | 10.2% | 0 |
| AAPL | 7.3% | 1.7% | 9.0% | 0 |
| META | 8.0% | 0.5% | 8.5% | 0 |
| MSFT | 5.8% | 1.7% | 7.5% | 0 |
| MSI | 6.3% | 0.1% | 6.4% | 0 |
| BKNG | 4.9% | 0.6% | 5.5% | 0 |
| V | 5.3% | 0.2% | 5.5% | 0 |
| AMZN | 4.4% | 0.9% | 5.3% | 0 |
| CB | 3.7% | 0.6% | 4.3% | 0 |
| CDW | 3.7% | 0.1% | 3.8% | 0 |
| PGR | 3.5% | 0.2% | 3.7% | 0 |
| ORLY | 3.5% | 0.1% | 3.6% | 0 |
| CPRT | 3.3% | 0.1% | 3.4% | 0 |
| EW | 2.9% | 0.1% | 3.0% | 0 |
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.