Howard Marks · Joel Greenblatt
what they both own
Both Howard Marks (Oaktree Capital) and Joel Greenblatt (Gotham Asset Management) hold 7 of the same stocks per their latest 13F filings — a Jaccard overlap of 2.9% across portfolios of 33 and 214 positions. Combined position weight in shared names: 20.6% of each investor's portfolio capacity.
Shared positions, ranked by joint conviction
Joint conviction = Howard Marks's portfolio weight + Joel Greenblatt'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 | Marks | Greenblatt | Joint | ConvictionScore |
|---|---|---|---|---|
| CHK | 9.1% | 0.2% | 9.3% | 0 |
| QQQ | 5.2% | 0.1% | 5.3% | 0 |
| LBTYK | 1.6% | 0.1% | 1.7% | 0 |
| FCX | 1.1% | 0.2% | 1.3% | 0 |
| BMRN | 0.9% | 0.2% | 1.1% | 0 |
| EQIX | 0.9% | 0.2% | 1.1% | 0 |
| PDD | 0.1% | 0.7% | 0.8% | 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.
Frequently asked questions
How many stocks do Howard Marks and Joel Greenblatt both hold?
Both Howard Marks (Oaktree Capital) and Joel Greenblatt (Gotham Asset Management) hold 7 of the same stocks per their latest SEC Form 13F filings — a Jaccard overlap of 2.9% across portfolios of 33 and 214 positions.
What is the biggest shared position between Howard Marks and Joel Greenblatt?
Highest joint-conviction shared position: CHK. Joint conviction is the sum of each investor's portfolio weight in the same stock. The complete ranked list (top 25) is in the table below; full data sourced from each fund's latest 13F filing (45-day SEC lag applies).
What is the Jaccard overlap between Howard Marks and Joel Greenblatt?
2.9% — the Jaccard coefficient between Oaktree Capital's and Gotham Asset Management's tracked long positions. Calculated as |A ∩ B| / |A ∪ B| over shared tickers. Higher means more portfolio convergence; 0% means no shared names.
What is "joint conviction" on HoldLens?
Joint conviction is the sum of Howard Marks's and Joel Greenblatt's respective portfolio weights in a shared stock. 20.6% is the combined weight across all shared names — a descriptive measure of how much portfolio capacity both managers concentrate in overlapping positions, not a recommendation.