Joel Greenblatt
Gotham Asset Management · Co-CIO · Net worth: ~$1B
Founder of Gotham Capital, achieved 50% annual returns 1985-1994. Author of The Little Book That Beats the Market.
Joel's portfolio concentration: top-1, top-5, top-10
Diversified
NVDATop-5 zoneTop-10Joel's single largest bet is NVDA at 2.6% of tracked positions. Exposure is spread across a broader basket, reducing single-name risk.
Joel Greenblatt's recent 13F moves: buys, adds, trims, and exits
Every tracked 13F move — buys, adds, trims, and exits — over the last two quarters.
| Ticker | Activity | % portfolio |
|---|---|---|
| FND | Add 6727% | 0.00% |
| CRWV | Add 6111% | 0.00% |
| RDDT | Add 3158% | 0.00% |
| STLA | Add 2586% | 0.00% |
| U | Add 2421% | 0.10% |
| GO | Add 2147% | 0.00% |
| HBM | Add 2036% | 0.00% |
| DUOL | Add 2020% | 0.10% |
| CNR | Add 1891% | 0.00% |
| AGIO | Add 1780% | 0.00% |
| HLNE | Add 1777% | 0.00% |
| MMSI | Add 1758% | 0.00% |
| PSN | Add 1721% | 0.00% |
| CMPX | Add 1651% | 0.00% |
| VKTX | Add 1551% | 0.00% |
| QTRX | Add 1496% | 0.00% |
| BRO | Add 1347% | 0.00% |
| ALT | Add 1329% | 0.00% |
| SQM | Add 1325% | 0.00% |
| CACC | Add 1323% | 0.00% |
| Ticker | Activity | % portfolio |
|---|---|---|
| PLNT | Add 14340% | 0.00% |
| LCID | Add 7103% | 0.00% |
| HUMA | Add 5590% | 0.00% |
| CCC | Add 5358% | 0.00% |
| RZLV | Add 4362% | 0.00% |
| CRCL | Add 4100% | 0.00% |
| SFD | Add 4005% | 0.00% |
| LULU | Add 3786% | 0.10% |
| POOL | Add 3755% | 0.00% |
| HURA | Add 3580% | 0.00% |
| MNDY | Add 3434% | 0.00% |
| FULC | Add 3404% | 0.00% |
| RXT | Add 3383% | 0.00% |
| KKR | Add 3287% | 0.10% |
| BILL | Add 3139% | 0.00% |
| AG | Add 2919% | 0.00% |
| QSI | Add 2659% | 0.00% |
| BRKR | Add 2514% | 0.00% |
| NCNO | Add 2448% | 0.00% |
| GENI | Add 2425% | 0.00% |
| Ticker | Activity | % portfolio |
|---|---|---|
| CP | Add 15226% | 0.00% |
| GFL | Add 11121% | 0.00% |
| CNQ | Add 11020% | 0.10% |
| MGA | Add 9534% | 0.00% |
| DSGX | Add 8854% | 0.00% |
| SW | Add 8133% | 0.10% |
| OTEX | Add 7952% | 0.00% |
| AGI | Add 7791% | 0.00% |
| SU | Add 7637% | 0.10% |
| CNI | Add 6329% | 0.10% |
| SLF | Add 5525% | 0.00% |
| GLIBA | Add 5399% | 0.00% |
| AU | Add 5110% | 0.10% |
| FDS | Add 4547% | 0.10% |
| STN | Add 4514% | 0.00% |
| KGC | Add 4443% | 0.10% |
| MFC | Add 3877% | 0.10% |
| B | Add 3534% | 0.10% |
| TTE | Add 3364% | 0.10% |
| LOGI | Add 3203% | 0.00% |
| Ticker | Activity | % portfolio |
|---|---|---|
| TREX | Add 17552% | 0.10% |
| ACDC | Add 6534% | 0.00% |
| CZR | Add 5941% | 0.00% |
| JBS | Add 5122% | 0.00% |
| UAMY | Add 4467% | 0.00% |
| HRTX | Add 3036% | 0.00% |
| LFST | Add 2296% | 0.00% |
| ASPI | Add 2237% | 0.00% |
| ALLO | Add 2199% | 0.00% |
| SIGA | Add 1698% | 0.00% |
| SHUS | Add 1686% | 0.00% |
| BRO | Add 1679% | 0.10% |
| SMCI | Add 1541% | 0.00% |
| MNKD | Add 1513% | 0.00% |
| MDXG | Add 1503% | 0.00% |
| AFL | Add 1184% | 0.10% |
| MTCH | Add 1164% | 0.10% |
| ALGM | Add 1108% | 0.00% |
| WSC | Add 1091% | 0.00% |
| AVAH | Add 1022% | 0.00% |
Joel's sector breakdown
How the top 10 positions are diversified across 2 sectors. Weighted by stated portfolio percentage.
How Greenblatt is sized + moving
Every position classified by both portfolio weight (size bucket) and recent move activity (trend bucket). A 22% Apple position building +5% this quarter signals different intent than a 1% starter trimmed in half. Descriptive analysis of 13F filings — not recommendation.
| Position | % portfolio | Trend | |
|---|---|---|---|
| NVDA NVIDIA CORPORATION | 2.6% | ↑ building | |
| AAPL APPLE INC | 1.8% | ↑ building | |
| MU MICRON TECHNOLOGY INC | 1.5% | ↑ building | |
| MSFT MICROSOFT CORP | 1.5% | ↑ building | |
| AMZN AMAZON COM INC | 1.0% | ↑ building | |
| AVGO BROADCOM INC | 0.9% | ↑ building | |
| GOOG ALPHABET INC | 0.8% | ↑ building | |
| GOOGL ALPHABET INC | 0.7% | ↑ building | |
| FIX COMFORT SYS USA INC | 0.7% | ↑ building | |
| WDC WESTERN DIGITAL CORP | 0.7% | → steady | |
| CNC CENTENE CORP DEL | 0.6% | ↓ trimming | |
| GEV GE VERNOVA INC | 0.6% | ↑ building | |
| COST COSTCO WHOLESALE CORPORATION | 0.6% | ↑ building | |
| BMY BRISTOL-MYERS SQUIBB CO | 0.6% | ↑ building | |
| ABNB AIRBNB INC | 0.5% | ↑ building | |
| Showing top 15 of 501 positions. | |||
How to read: Size bucket from current 13F-filed portfolio weight. Trend bucket from the last 2 quarters of move activity (net delta >5% in either direction = building/trimming; new = first-appearance this quarter; exit pending = trimmed >50% last quarter). Data lag: SEC 13F filings are reported 45 days after quarter-end. This is descriptive intelligence — not investment advice.
What drives the ConvictionScore on Greenblatt's top positions
The HoldLens ConvictionScore combines 9 factors. This table shows the per-position breakdown — exactly which factors contribute and by how much for each of Greenblatt's top 8 holdings. Hover any header for factor definition. Empty cells (·) = neutral (no contribution).
| Ticker | % port | Score | Smart $ | Insider | Track | Streak | Conc | Contra | Event | Dissent | Crowd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NVDA | 2.6 | +1 | +15 | -10 | · | +10 | +10 | · | · | +24 | · |
| AAPL | 1.8 | −21 | +7 | -4 | -2 | · | +2 | · | · | +24 | · |
| MU | 1.5 | +22 | +13 | -2 | +3 | +5 | +10 | · | · | +6 | · |
| MSFT | 1.5 | −17 | +23 | -5 | · | +10 | +9 | · | · | +48 | +5 |
| AMZN | 1.0 | −6 | +25 | · | -3 | +5 | +9 | · | · | +41 | · |
| AVGO | 0.9 | −12 | +14 | -10 | -5 | · | +5 | · | · | +17 | · |
| GOOG | 0.8 | +2 | +15 | · | -4 | +5 | +6 | +6 | · | +26 | · |
| GOOGL | 0.7 | −27 | +22 | -2 | -3 | +1 | +5 | · | · | +49 | +2 |
Factor definitions →
- Smart $
- Manager quality × consensus (0–30)
- Insider
- Form 4 net buy/sell (-15..+20)
- Track
- Buyer 10y CAGR × concentration (-10..+20)
- Streak
- Multi-quarter compounding (0–10)
- Conc
- Biggest position size as conviction (0–10)
- Contra
- Under-the-radar bonus (0–10)
- Event
- 8-K events last 90d (-15..+5)
- Dissent
- Sells subtract, weighted ×1.6 (0–60)
- Crowd
- Too many owners = priced in (0–10)
Factors are summed (positive add, penalties subtract), then clamped to the -100/+100 range. Each factor has a maximum contribution shown in parentheses next to its name. Read positive cells as bullish contributions, negative as bearish. See /learn/conviction-score-explained for the full methodology. ConvictionScore is descriptive synthesis of public filings — not investment advice.
Who else holds what Greenblatt holds
Top 6 highest-conviction overlap pairs containing Joel Greenblatt. Each page is the full intersection of two 13F-filed portfolios.
- vs Michael Burry6 shared positions · 101% joint convictionTop: PLTR, NVDA, PFE, HAL
- vs Chris Hohn7 shared positions · 90% joint convictionTop: GE, V, MCO, GOOG
- vs Warren Buffett16 shared positions · 89% joint convictionTop: AAPL, AXP, GOOGL, BAC
- vs Polen Capital25 shared positions · 87% joint convictionTop: NVDA, MSFT, GOOG, AVGO
- vs Li Lu5 shared positions · 85% joint convictionTop: GOOGL, GOOG, PDD, EWBC
- vs David Tepper13 shared positions · 78% joint convictionTop: AMZN, MU, GOOG, UBER
Joel Greenblatt's top 10 disclosed holdings (Q2 2026)
| Ticker | Company | % Portfolio |
|---|---|---|
| NVDA | NVIDIA CORPORATION | 2.6% |
 AAPL | APPLE INC High ROIC, reasonable multiple. | 1.8% |
 MU | MICRON TECHNOLOGY INC | 1.5% |
 MSFT | MICROSOFT CORP Quality compounder. Magic Formula stalwart. | 1.5% |
 AMZN | AMAZON COM INC | 1.0% |
 AVGO | BROADCOM INC | 0.9% |
 GOOG | ALPHABET INC | 0.8% |
 GOOGL | ALPHABET INC Search dominance + AI optionality. | 0.7% |
 FIX | COMFORT SYS USA INC | 0.7% |
 WDC | WESTERN DIGITAL CORP | 0.7% |
The books behind Joel's thinking
Buy good companies at cheap prices. Magic Formula. These are the books that map Joel's approach.
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.
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Estimate your withholding on cross-border dividends
Estimates for educational purposes only. Tax rules change; consult a qualified tax professional for your specific situation. Dividend-tax treatment depends on holding period, account type (taxable vs. retirement), investor type (individual vs. pension vs. mutual fund), limitation-on-benefits tests, and other factors not modeled here.
Want Joel move-alerts?
One email per 13F filing. Summarizes every new position, exit, and trim.
Investors with portfolios similar to Joel Greenblatt
Tracked managers whose top positions overlap with Joel's portfolio.
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600px-wide iframe. Top-3 holdings + closest replicating ETF + investing-style tag. Updates when the underlying 13F filing updates. Free, attribution-only.
<iframe src="https://holdlens.com/embed/investor/joel-greenblatt/" width="600" height="360" frameborder="0" loading="lazy" title="Joel Greenblatt portfolio — HoldLens"></iframe>What Joel Greenblatt did, quarter by quarter
Full move-by-move breakdown for each of the last 8 filed quarters.
Frequently asked questions
Who is Joel Greenblatt?
Joel Greenblatt runs Gotham Asset Management as co-cio. Founder of Gotham Capital, achieved 50% annual returns 1985-1994. Author of The Little Book That Beats the Market.
What fund does Joel Greenblatt run?
Joel Greenblatt is co-cio of Gotham Asset Management. Gotham Asset Management files SEC Form 13F-HR quarterly with the latest disclosure dated 2026-08-14 (Q2 2026). Full holdings, share counts, dollar values, and quarter-over-quarter changes are listed below.
What does Joel Greenblatt invest in?
Joel Greenblatt's Gotham Asset Management portfolio is disclosed quarterly via SEC Form 13F-HR. Each position below shows the ticker, share count, dollar value, percentage of portfolio, and quarter-over-quarter change. Data is sourced directly from SEC filings (public-domain regulatory disclosure).
What is Joel Greenblatt's investment philosophy?
Joel Greenblatt's stated investment philosophy: "Buy good companies at cheap prices. Magic Formula.". Joel Greenblatt has been co-cio of Gotham Asset Management; estimated net worth ~$1B.
What is Joel Greenblatt's net worth?
Joel Greenblatt's estimated net worth is ~$1B. Joel Greenblatt runs Gotham Asset Management as co-cio; full 13F holdings disclosed quarterly with the SEC are listed below.
Data sourced from Gotham Asset Management 13F filings with the SEC. Approximate snapshot. Not investment advice.
Sister property: SecFilingDex — the encyclopedic reference for Form 13F (HR / NT / HR/A variants) and the regulatory citation behind every position shown above.