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Head-to-head comparison
Carl Icahn vs Joel Greenblatt
Carl Icahn
Q8/10Icahn Enterprises
"Buy undervalued, force change, exit at fair value."
6 positionsSince 1990
Joel Greenblatt
Q8/10Gotham Asset Management
"Buy good companies at cheap prices. Magic Formula."
6 positionsSince 1985
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Recent moves — Q4 2025
Latest quarter activity for each manager.
Carl Icahn
Joel Greenblatt
- CPADD +15226%
- CXADD +2535%
- DOWADD +1623%
- AEMADD +1510%
- UAAADD +1483%
- RIGADD +1012%
- NOWADD +953%
- SNAPADD +874%
- ALCONADD +834%
- WEXADD +794%
- CGIADD +785%
- JEFADD +697%
- NFLXADD +691%
- ATIADD +685%
- YUMCADD +593%
- BCEADD +566%
- P10ADD +506%
- GPKADD +504%
- SHOPADD +392%
- CAEADD +379%
- CMGADD +342%
- AMTADD +309%
- TEAMADD +291%
- INSPADD +290%
- FIVE9ADD +289%
- TWADD +287%
- KEYSADD +285%
- AONADD +276%
- VTEXADD +249%
- TGTADD +244%
- UBSADD +236%
- COPADD +229%
- LVSADD +223%
- AGCOADD +217%
- CPAYADD +210%
- BALLADD +208%
- MAREXADD +200%
- ROPADD +195%
- WIPROADD +190%
- ASANAADD +189%
- BPADD +187%
- QSRADD +187%
- SYFADD +183%
- BABAADD +181%
- UNPADD +176%
- FIVEADD +176%
- SITEADD +171%
- TTWOADD +162%
- COHRADD +159%
- ESTCADD +153%
- ALCOAADD +153%
- CARGADD +152%
- PRAADD +145%
- TREXADD +144%
- PYPLADD +143%
- SNXADD +142%
- DPZADD +142%
- DVAADD +139%
- SAIAADD +139%
- CCCSADD +137%
- RXOADD +134%
- HHHADD +125%
- AZZADD +118%
- IDEXADD +118%
- CNCADD +117%
- GTXADD +115%
- ISRGADD +106%
- SYKADD +102%
- ARKOADD +102%
- ARQNEW
- BBNEW
- COPANEW
- EMERANEW
- GSHDNEW
- HDBADD +100%
- ICONNEW
- KTNEW
- LLYVKNEW
- MBIANEW
- NCINONEW
- SASOLNEW
- TORMNEW
- YELPADD +100%
- CVIADD +96%
- TPGADD +95%
- UADD +95%
- CBIZADD +91%
- CDWADD +91%
- USBADD +83%
- LBTYKADD +74%
- RRXADD +74%
- TECKADD +71%
- VALADD +71%
- VRSKADD +69%
- ALGNADD +66%
- MARAADD +66%
- PROGADD +66%
- COFADD +65%
- EQTADD +63%
- INSMADD +63%
- FLEXADD +62%
- PDDADD +61%
- EATONADD +60%
- AESADD +60%
- BRAZEADD +60%
- ABNBADD +58%
- LYVADD +58%
- POSCOADD +58%
- PGRADD +56%
- TEVAADD +56%
- FCXADD +55%
- ADSKADD +55%
- AURADD +55%
- BLKADD +55%
- RLIADD +55%
- KDADD +54%
- V2XADD +54%
- ITTADD +53%
- ONITYADD +53%
- SHWADD +53%
- CBADD +52%
- ITADD +52%
- QCOMADD +51%
- CMCSAADD +50%
- HPADD +50%
- SWKADD +50%
- TSCOADD +50%
- KRADD +49%
- UNITIADD +49%
- DGADD +48%
- MYOMOADD +48%
- DHRADD +46%
- ACNADD +46%
- OXYADD +46%
- BLDRADD +46%
- FICOADD +46%
- DELLADD +44%
- ASMLADD +44%
- IACADD +44%
- KWADD +44%
- RNGRADD +44%
- XEROXADD +44%
- DHTADD +43%
- MACYSADD +43%
- UPWKADD +43%
- EQIXADD +41%
- CTSADD +41%
- OOMAADD +41%
- YUMADD +41%
- CRSADD +40%
- ICLADD +40%
- KOHLSADD +40%
- NVRADD +40%
- ORLYADD +39%
- REGNADD +38%
- VTIADD +38%
- IVVADD +38%
- ASGNADD +38%
- BRKRADD +37%
- TKOADD +37%
- VUZIXADD +37%
- XOMADD +36%
- BBIOADD +36%
- SONYADD +36%
- DHIADD +35%
- NYTADD +35%
- FMCADD +35%
- SBUXADD +35%
- IVVADD +34%
- ICEADD +34%
- AMBEVADD +34%
- CADIZADD +34%
- LEARADD +34%
- SHELLADD +34%
- MSTRADD +33%
- SCHDADD +33%
- MEDPADD +32%
- DOVERADD +32%
- KLACADD +32%
- LECOADD +32%
- HNIADD +32%
- REVADD +32%
- BBYADD +31%
- AVNETADD +31%
- IBPADD +31%
- UNHADD +30%Adding aggressively on UnitedHealth's pullback.
- LIVNADD +30%
- BKNGADD +29%
- FNFADD +29%
- AERADD +29%
- BHPADD +29%
- NOVADD +29%
- IONQADD +28%
- AMZNADD +27%
- FTIADD +27%
- UBERADD +27%
- ORIXADD +27%
- CLVTADD +26%
- ORCLADD +25%
- TMUSADD +25%
- COHUADD +25%
- MOOGADD +25%
- NERDYADD +25%
- NICEADD +25%
- VSEADD +25%
- MMMADD +24%
- ABBVADD +24%
- LCNBADD +24%
- LPXADD +24%
- NKEADD +24%
- EXPEADD +23%
- OMFADD +23%
- MSADD +23%
- WAFDADD +23%
- SPGADD +22%
- BACADD +22%
- EXPROADD +22%
- LFUSADD +22%
- WTWADD +22%
- VRSNADD +21%
- HALADD +21%
- BRKBADD +21%
- COTYADD +21%
- GHADD +21%
- PLPCADD +21%
- IQVADD +20%
- THCADD +20%
- FTVADD +20%
- CCKADD +19%
- STXADD +19%
- CVCOADD +19%
- SAPADD +19%
- UDRADD +19%
- NVDAADD +18%
- NOKIAADD +18%
- PULTEADD +18%
- ANETADD +17%
- ASOADD +17%
- STZADD +17%
- ENTGADD +17%
- KHCADD +17%
- OKLOADD +17%
- AAPLADD +16%
- GOOGADD +16%
- GSKADD +16%
- LILAKADD +16%
- MKSADD +16%
- XPERIADD +16%
- CADD +15%
- TADD +15%
- WADD +15%
- BATRAADD +15%
- HEIADD +15%
- PBRADD +15%
- GLDADD +15%
- BRK.BADD +14%
- CSGPADD +14%
- KIRBYADD +14%
- NVOADD +14%
- RDNTADD +14%
- BMRNADD +13%
- AEGONADD +13%
- CPTADD +13%
- KKRADD +13%
- LLYADD +12%
- WABADD +12%
- CPRTADD +12%
- DOLEADD +12%
- TOASTADD +12%
- PEPADD +11%
- MCKADD +11%
- ROKUADD +11%
- AFLACADD +11%
- ADEIAADD +11%
- ALLYADD +11%
- GREIFADD +11%
- METAADD +10%Quality compounder add.
- TSLAADD +10%
- CHEWYADD +10%
- VZADD +10%
- SPGIADD +10%
- BKVADD +10%
- GATXADD +10%
- JFROGADD +10%
- KOPINADD +10%
- GOOGLADD +9%
- HLTADD +9%
- ACNBADD +9%
- CLFADD +9%
- PAYCADD +9%
- HCCADD +9%
- NTRAADD +8%
- EWADD +8%
- UNPADD +8%
- SONOSADD +8%
- TXNADD +8%
- BNADD +7%
- FEDEXADD +7%
- GEVOADD +7%
- TDOCADD +7%
- WMTADD +6%
- MRKADD +6%
- EMCORADD +6%
- AMGNADD +6%
- EGAINADD +6%
- SABREADD +6%
- 89BIOEXIT
- AFYAEXIT
- BERRYEXIT
- CHEGGEXIT
- FNDEXIT
- PROSEXIT
- ODPEXIT
- VIMEOEXIT
- WEYCOEXIT
- HPPREDUCE -96%
- FUNKOREDUCE -89%
- GERONREDUCE -89%
- BILLREDUCE -88%
- MOHREDUCE -86%
- CAVAREDUCE -83%
- DOCGOREDUCE -82%
- FLUTREDUCE -80%
- GOPROREDUCE -80%
- SEAREDUCE -77%
- GRABREDUCE -72%
- BHFREDUCE -70%
- OLINREDUCE -66%
- BARKREDUCE -65%
- ZMREDUCE -65%
- DOMOREDUCE -63%
- HTZREDUCE -63%
- OKTAREDUCE -63%
- WATREDUCE -63%
- QORVOREDUCE -62%
- DASHREDUCE -59%
- LSXMAREDUCE -59%
- AAONREDUCE -56%
- ANGIREDUCE -55%
- CROCSREDUCE -55%
- EPAMREDUCE -55%
- IRTCREDUCE -54%
- RHREDUCE -54%
- SMRTREDUCE -53%
- TEGNAREDUCE -53%
- DNOWREDUCE -52%
- LKQREDUCE -51%
- AMRREDUCE -49%
- NVEREDUCE -49%
- ZTSREDUCE -48%
- SIRIREDUCE -48%
- BIOTEREDUCE -47%
- WDAYREDUCE -47%
- AVGOREDUCE -46%
- CVNAREDUCE -44%
- BRCREDUCE -43%
- XYLREDUCE -42%
- LINDEREDUCE -41%
- WFRDREDUCE -39%
- DOCSREDUCE -37%
- QLYSREDUCE -37%
- PRIREDUCE -36%
- INTCREDUCE -35%
- PPLREDUCE -34%
- AMCORREDUCE -33%
- SHAKREDUCE -33%
- RMRREDUCE -31%
- INTUREDUCE -29%
- BLOCKREDUCE -29%
- LUCIDREDUCE -29%
- VSTREDUCE -28%
- ITRONREDUCE -27%
- NRGREDUCE -27%
- FERGREDUCE -26%
- JREDUCE -26%
- CALIXREDUCE -26%
- PORCHREDUCE -26%
- F5REDUCE -25%
- SCHWREDUCE -25%
- QXOREDUCE -25%
- GMREDUCE -24%
- ADPREDUCE -24%
- BGCREDUCE -24%
- KBRREDUCE -24%
- ADPTREDUCE -23%
- GRAILREDUCE -23%
- MCOREDUCE -23%
- AMKRREDUCE -22%
- ELVREDUCE -22%
- LAMRREDUCE -22%
- MSCIREDUCE -22%
- LULUREDUCE -22%
- APPREDUCE -21%
- HPREDUCE -21%
- SPOTREDUCE -20%
- OZKREDUCE -20%
- IMAXREDUCE -20%
- ELREDUCE -20%
- MATIVREDUCE -20%
- AFRMREDUCE -19%
- CRHREDUCE -19%
- LOWREDUCE -19%
- FOXREDUCE -19%
- JPMREDUCE -18%
- ZSREDUCE -18%
- CVXREDUCE -18%
- CERUSREDUCE -18%
- FIGSREDUCE -18%
- NUVBREDUCE -18%
- EGREDUCE -17%
- PGREDUCE -17%
- CBREREDUCE -17%
- CHKREDUCE -17%
- EPLUSREDUCE -17%
- CHKREDUCE -17%
- GOGOREDUCE -17%
- LPLAREDUCE -17%
- MSIREDUCE -17%
- OPPFIREDUCE -17%
- QCRREDUCE -17%
- MTBREDUCE -16%
- ROOTREDUCE -16%
- AMDREDUCE -15%
- CHTRREDUCE -15%
- CPNGREDUCE -15%
- DEOREDUCE -15%
- IBKRREDUCE -15%
- XPREDUCE -15%
- YEXTREDUCE -15%
- CVSREDUCE -14%
- LABREDUCE -14%
- XYLEMREDUCE -14%
- ADIREDUCE -13%
- MKTXREDUCE -13%
- CSXREDUCE -13%
- LENREDUCE -13%
- PTCREDUCE -13%
- TTWOREDUCE -13%
- MELIREDUCE -11%
- ONREDUCE -11%
- POOLREDUCE -11%
- UDEMYREDUCE -11%
- VRTXREDUCE -11%
- ADBEREDUCE -10%
- JNJREDUCE -10%
- PLTRREDUCE -10%
- KOREDUCE -10%
- VALEREDUCE -10%
- ENNISREDUCE -10%
- MASCOREDUCE -10%
- BXPREDUCE -9%
- CEGREDUCE -9%
- PACSREDUCE -9%
- MDTREDUCE -8%
- VREDUCE -8%
- UNUMREDUCE -8%
- GPNREDUCE -8%
- REZIREDUCE -8%
- ABTREDUCE -7%
- NUCORREDUCE -7%
- SSNCREDUCE -7%
- TNLREDUCE -7%
- BOXREDUCE -7%
- DAVEREDUCE -7%
- FASTREDUCE -7%
- HCIREDUCE -7%
- RELXREDUCE -7%
- TMOREDUCE -7%
- CIENAREDUCE -6%
- AMATREDUCE -6%
- BSXREDUCE -6%
- TOROREDUCE -6%
- OSCRREDUCE -6%
Data sourced from 13F filings with the SEC. Overlap in top positions is a concrete consensus signal, not investment advice.