10 Best Magic Formula Stocks for 2026
However, in 2005, American academic and hedge fund manager Joel Greenblatt introduced what he called the ‘Magic Formula’ in his book The Little Book That Still Beats the Market.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Pzena Investment Management Richard S. Pzena | 17,628,679 | $1,463,180,357 | -1% | 4.38% |
| 2. | GQG Partners Rajiv Jain | 8,116,278 | $673,651,074 | 1.11% | |
| 3. | Citadel Investment Group Ken Griffin | 7,133,103 | $592,047,549 | +1033% | 0.09% |
| 4. | Yacktman Asset Management Donald Yacktman | 2,983,431 | $247,624,773 | -10% | 3.47% |
| 5. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 2,874,274 | $238,564,742 | +35% | 0.14% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $61.09 | 19,000 | $1,160,742.30 | 19,000 | 2019-05-23 | Filing | |
| $84.10 | 2,500 | $210,243.75 | 2,500 | 2018-03-14 | Filing | |
| $51.70 | 10,000 | $517,025.00 | 11,028 | 2014-12-16 | Filing | |
| $62.78 | 7,500 | $470,827.50 | 254,777 | 2013-06-14 | Filing | |
| $58.22 | 1,000 | $58,220.00 | 1,000 | 2012-06-05 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $66.75 | 160 | $10,680.00 | 630 | 2026-02-17 | Filing | |
| $83.06 | 1,728 | $143,523.19 | 25,641 | 2026-02-02 | Filing | |
| $84.23 | 2,000 | $168,460.20 | 29,729 | 2026-01-07 | Filing | |
| $81.91 | 3,000 | $245,744.10 | 31,729 | 2026-01-05 | Filing | |
| $81.42 | 7,000 | $569,962.40 | 27,369 | 2026-01-02 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 60,210,005 | $4,997,430,415 | 0.07% | |
| 2. | 44,578,850 | $3,700,044,509 | 0.06% | |
| 3. | 24,982,720 | $2,073,565,760 | 0.07% | |
| 4. | 17,946,000 | $1,489,518,085 | 0.09% | |
| 5. | 14,983,337 | $1,243,616,971 | 0.67% |