Glenn Greenberg · Joel Greenblatt
what they both own
Both Glenn Greenberg (Brave Warrior Advisors) and Joel Greenblatt (Gotham Asset Management) hold 8 of the same stocks per their latest 13F filings — a Jaccard overlap of 3.7% across portfolios of 15 and 212 positions. Combined position weight in shared names: 48.5% of each investor's portfolio capacity.
Shared positions, ranked by joint conviction
Joint conviction = Glenn Greenberg'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 | Greenberg | Greenblatt | Joint | ConvictionScore |
|---|---|---|---|---|
| SNX | 12.8% | 0.2% | 13.0% | 0 |
| OMF | 10.2% | 0.1% | 10.3% | 0 |
| AN | 7.5% | 0.1% | 7.6% | 0 |
| LEN | 5.2% | 0.1% | 5.3% | 0 |
| COF | 4.5% | 0.3% | 4.8% | 0 |
| FNF | 4.0% | 0.2% | 4.2% | 0 |
| DHI | 2.4% | 0.1% | 2.5% | 0 |
| GOOGL | 0.1% | 0.7% | 0.8% | 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.