Joel Greenblatt · Stanley Druckenmiller
what they both own
Both Joel Greenblatt (Gotham Asset Management) and Stanley Druckenmiller (Duquesne Family Office) hold 14 of the same stocks per their latest 13F filings — a Jaccard overlap of 6.3% across portfolios of 212 and 26 positions. Combined position weight in shared names: 42.8% of each investor's portfolio capacity.
Shared positions, ranked by joint conviction
Joint conviction = Joel Greenblatt'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 | Greenblatt | Druckenmiller | Joint | ConvictionScore |
|---|---|---|---|---|
| NTRA | 0.2% | 18.1% | 18.3% | 0 |
| INSM | 0.1% | 5.6% | 5.7% | 0 |
| ALCOA | 0.2% | 2.9% | 3.1% | 0 |
| BN | 0.9% | 1.8% | 2.7% | 0 |
| AMZN | 0.9% | 1.5% | 2.4% | 0 |
| ROKU | 0.1% | 2.1% | 2.2% | 0 |
| SPG | 0.3% | 1.7% | 2.0% | 0 |
| CRH | 0.1% | 1.2% | 1.3% | 0 |
| IVV | 0.5% | 0.6% | 1.1% | 0 |
| MU | 0.7% | 0.2% | 0.9% | 0 |
| WAB | 0.2% | 0.7% | 0.9% | 0 |
| STX | 0.2% | 0.6% | 0.8% | 0 |
| INTC | 0.2% | 0.5% | 0.7% | 0 |
| LINDE | 0.1% | 0.6% | 0.7% | 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.