Joel Greenblatt · Li Lu
what they both own
Both Joel Greenblatt (Gotham Asset Management) and Li Lu (Himalaya Capital) hold 10 of the same stocks per their latest 13F filings — a Jaccard overlap of 4.7% across portfolios of 212 and 12 positions. Combined position weight in shared names: 99.0% of each investor's portfolio capacity.
Shared positions, ranked by joint conviction
Joint conviction = Joel Greenblatt's portfolio weight + Li Lu'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 | Greenblatt | Lu | Joint | ConvictionScore |
|---|---|---|---|---|
| GOOGL | 0.7% | 23.2% | 23.9% | 0 |
| GOOG | 0.7% | 22.3% | 23.0% | 0 |
| PDD | 0.7% | 14.9% | 15.6% | 0 |
| BRK.B | 0.4% | 13.7% | 14.1% | 0 |
| EWBC | 0.1% | 9.4% | 9.5% | 0 |
| BAC | 0.2% | 4.6% | 4.8% | 0 |
| OXY | 0.3% | 3.0% | 3.3% | 0 |
| AAPL | 1.7% | 0.9% | 2.6% | 0 |
| MCO | 0.1% | 1.6% | 1.7% | 0 |
| MSCI | 0.2% | 0.3% | 0.5% | 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.