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Portfolio overlap · pairwise 13F intersection

Joel Greenblatt · Stephen Mandel
what they both own

Both Joel Greenblatt (Gotham Asset Management) and Stephen Mandel (Lone Pine Capital) hold 13 of the same stocks per their latest 13F filings — a Jaccard overlap of 5.8% across portfolios of 212 and 24 positions. Combined position weight in shared names: 27.0% of each investor's portfolio capacity.

13
Shared tickers
5.8%
Jaccard overlap
27.0%
Joint conviction

Shared positions, ranked by joint conviction

Joint conviction = Joel Greenblatt's portfolio weight + Stephen Mandel'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).

TickerGreenblattMandelJointConvictionScore
CRS0.1%5.7%5.8%0
BN0.9%3.6%4.5%0
COF0.3%3.3%3.6%0
THC0.1%3.4%3.5%0
MCK0.4%2.7%3.1%0
CIENA0.2%2.5%2.7%0
GOOGL0.7%0.4%1.1%0
MA0.6%0.2%0.8%0
BKNG0.6%0.1%0.7%0
V0.2%0.2%0.4%0
BSX0.2%0.1%0.3%0
HLT0.1%0.2%0.3%0
KKR0.1%0.1%0.2%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.