Head-to-head comparison

Carl Icahn vs Joel Greenblatt

Carl Icahn

Icahn Enterprises

Q8/10

"Buy undervalued, force change, exit at fair value."

6 positionsSince 1990

Joel Greenblatt

Gotham Asset Management

Q8/10

"Buy good companies at cheap prices. Magic Formula."

6 positionsSince 1985

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Recent moves — Q2 2026

Latest quarter activity for each manager.

Carl Icahn

IEPADD +13%
AEPREDUCE -64%
JBLUREDUCE -39%

Joel Greenblatt

FNDADD +6727%
CRWVADD +6111%
RDDTADD +3158%
STLAADD +2586%
UADD +2421%
GOADD +2147%
HBMADD +2036%
DUOLADD +2020%
CNRADD +1891%
AGIOADD +1780%
HLNEADD +1777%
MMSIADD +1758%
PSNADD +1721%
CMPXADD +1651%
VKTXADD +1551%
QTRXADD +1496%
BROADD +1347%
ALTADD +1329%
SQMADD +1325%
CACCADD +1323%

+ 2767 more moves this quarter (showing the 20 highest-conviction)

Data sourced from 13F filings with the SEC. Overlap in top positions is a concrete consensus signal, not investment advice.

Deep dive

Reading for your research

Optional background reading on interpreting company disclosures and investing methods. These books do not validate a signal or predict returns.

Amazon affiliate links — as an Amazon Associate, HoldLens earns from qualifying purchases and membership trials at no extra cost to you. These are books we genuinely recommend. Not investment advice; always do your own research.

Benjamin Graham

The Intelligent Investor

The foundational text. Buffett calls it 'by far the best book about investing ever written.'

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Benjamin Graham & David Dodd

Security Analysis

The deep dive behind The Intelligent Investor — how to actually read a filing and value a business.

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See the full investing reading list