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Head-to-head comparison
Joel Greenblatt vs Jeffrey Ubben
Joel Greenblatt
Q8/10Gotham Asset Management
"Buy good companies at cheap prices. Magic Formula."
6 positionsSince 1985
Jeffrey Ubben
Q8/10ValueAct Capital
"Constructive activism. Partner with management, not fight them."
5 positionsSince 2000
Shared conviction
Stocks both managers hold as a top position. Overlap in conviction is a strong consensus signal.
| Ticker | Joel % | Jeffrey % |
|---|---|---|
| META | 3.2% | 8.1% |
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Remove with Pro →Recent moves — Q2 2026
Latest quarter activity for each manager.
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)
No tracked moves for Jeffrey this quarter.
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.'
See price on Amazon
Benjamin Graham & David Dodd
Security Analysis
The deep dive behind The Intelligent Investor — how to actually read a filing and value a business.
See price on Amazon
See the full investing reading list
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