Howard Marks · Joel Greenblatt
what they both own
Both Howard Marks (Oaktree Capital) and Joel Greenblatt (Gotham Asset Management) hold 7 of the same stocks per their latest 13F filings — a Jaccard overlap of 2.9% across portfolios of 33 and 212 positions. Combined position weight in shared names: 20.7% of each investor's portfolio capacity.
Shared positions, ranked by joint conviction
Joint conviction = Howard Marks'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 | Marks | Greenblatt | Joint | ConvictionScore |
|---|---|---|---|---|
| CHK | 9.1% | 0.2% | 9.3% | 0 |
| INTU | 5.2% | 0.2% | 5.4% | 0 |
| LBTYK | 1.6% | 0.1% | 1.7% | 0 |
| FCX | 1.1% | 0.2% | 1.3% | 0 |
| BMRN | 0.9% | 0.2% | 1.1% | 0 |
| EQIX | 0.9% | 0.2% | 1.1% | 0 |
| PDD | 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.