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Head-to-head comparison

Joel Greenblatt vs Chuck Akre

Joel Greenblatt
Gotham Asset Management
Q8/10
"Buy good companies at cheap prices. Magic Formula."
6 positionsSince 1985
Chuck Akre
Akre Capital Management
Q9/10
"The three-legged stool: great business, great management, great reinvestment."
6 positionsSince 1989

Shared conviction

Stocks both managers hold as a top position. Overlap in conviction is a strong consensus signal.

TickerJoel %Chuck %
META3.2%3.1%
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Recent moves — Q4 2025

Latest quarter activity for each manager.

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%
Chuck Akre
  • CPRTADD +86%
  • CCCSADD +53%
  • BNADD +40%
  • FICOADD +6%
  • MAADD +4%
    Adding to Mastercard — long-time core.
  • VRSKEXIT
  • DHRREDUCE -92%
  • AMTREDUCE -42%
  • ORLYREDUCE -22%
  • MCOREDUCE -18%
  • BRK.BREDUCE -15%
  • METAREDUCE -10%
    Trimming META exposure.
  • VREDUCE -10%

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