Howard Marks · Stanley Druckenmiller
what they both own
Both Howard Marks (Oaktree Capital) and Stanley Druckenmiller (Duquesne Family Office) hold 2 of the same stocks per their latest 13F filings — a Jaccard overlap of 3.5% across portfolios of 33 and 26 positions. Combined position weight in shared names: 4.5% of each investor's portfolio capacity.
Shared positions, ranked by joint conviction
Joint conviction = Howard Marks's portfolio weight + Stanley Druckenmiller'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 | Druckenmiller | Joint | ConvictionScore |
|---|---|---|---|---|
| SEA | 0.7% | 2.7% | 3.4% | 0 |
| U | 0.6% | 0.5% | 1.1% | 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.