Joel Greenblatt · William von Mueffling
what they both own
Both Joel Greenblatt (Gotham Asset Management) and William von Mueffling (Cantillon Capital Management) hold 19 of the same stocks per their latest 13F filings — a Jaccard overlap of 8.3% across portfolios of 212 and 35 positions. Combined position weight in shared names: 65.0% of each investor's portfolio capacity.
Shared positions, ranked by joint conviction
Joint conviction = Joel Greenblatt's portfolio weight + William von Mueffling'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 | Mueffling | Joint | ConvictionScore |
|---|---|---|---|---|
| BN | 0.9% | 8.7% | 9.6% | 0 |
| GOOGL | 0.7% | 7.4% | 8.1% | 0 |
| MSFT | 1.7% | 2.9% | 4.6% | 0 |
| ADI | 0.1% | 4.2% | 4.3% | 0 |
| V | 0.2% | 3.6% | 3.8% | 0 |
| AMAT | 0.1% | 3.6% | 3.7% | 0 |
| ICE | 0.1% | 3.2% | 3.3% | 0 |
| CRM | 0.5% | 2.8% | 3.3% | 0 |
| BLK | 0.2% | 3.0% | 3.2% | 0 |
| UBER | 0.2% | 2.6% | 2.8% | 0 |
| AON | 0.1% | 2.5% | 2.6% | 0 |
| AFRM | 0.2% | 2.2% | 2.4% | 0 |
| EFX | 0.1% | 2.2% | 2.3% | 0 |
| ADBE | 0.5% | 1.7% | 2.2% | 0 |
| TW | 0.2% | 1.9% | 2.1% | 0 |
| IQV | 0.1% | 2.0% | 2.1% | 0 |
| SSNC | 0.1% | 1.8% | 1.9% | 0 |
| ORCL | 0.1% | 1.3% | 1.4% | 0 |
| MCO | 0.1% | 1.2% | 1.3% | 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.