Joel Greenblatt · quarter digest
What Joel Greenblatt did in Q1 2025
Gotham Asset Management filed 2383 moves in Q1 2025: 280 new, 1391 add, 650 trim, 62 exit.
13F filed 2025-05-15. Manager quality score: q8. Philosophy: Buy good companies at cheap prices. Magic Formula.
New positions · 280
Fresh money
AYIACUITY INC
NEW·0.2% book·−11
HIGHARTFORD INSURANCE GROUP INC
NEW·0.2% book·−7
DDD3-D SYS CORP DEL
NEW·0.0% book·−8
FDMT4D MOLECULAR THERAPEUTICS IN
NEW·0.0% book·−6
89BIO89BIO INC
NEW·0.0% book·−7
MASS908 DEVICES INC
NEW·0.0% book·−7
XAODXABRDN TOTAL DYNAMIC DIVIDEND
NEW·0.0% book·−6
ACTGACACIA RESH CORP
NEW·0.0% book·−4
AAMIACADIAN ASSET MANAGEMENT INC
NEW·0.0% book·−5
ACHVACHIEVE LIFE SCIENCES INC
NEW·0.0% book·−6
ABOSACUMEN PHARMACEUTICALS INC
NEW·0.0% book·−6
ACVAACV AUCTIONS INC
NEW·0.0% book·−4
AEISADVANCED ENERGY INDS
NEW·0.0% book·−4
ALRSALERUS FINL CORP
NEW·0.0% book·−7
ALGMALLEGRO MICROSYSTEMS INC
NEW·0.0% book·−7
ALLOALLOGENE THERAPEUTICS INC
NEW·0.0% book·−6
AOSLALPHA & OMEGA SEMICONDUCTOR
NEW·0.0% book·−5
ALTIALTI GLOBAL INC
NEW·0.0% book·−4
ANROALTO NEUROSCIENCE INC
NEW·0.0% book·−2
ASAMER SPORTS INC
NEW·0.0% book·−4
AMRCAMERESCO INC
NEW·0.0% book·−5
CRMTAMERICAS CAR-MART INC
NEW·0.0% book·−5
POWWAMMO INC
NEW·0.0% book·−5
ANGIANGI INC
NEW·0.0% book·−6
ANIKANIKA THERAPEUTICS INC
NEW·0.0% book·−5
APGAPI GROUP CORP
NEW·0.0% book·−12
ACHRARCHER AVIATION INC
NEW·0.0% book·−9
ARCTARCTURUS THERAPEUTICS HLDGS
NEW·0.0% book·−5
ACREARES COML REAL ESTATE CORP
NEW·0.0% book·−4
ARWRARROWHEAD PHARMACEUTICALS IN
NEW·0.0% book·−4
SPRYARS PHARMACEUTICALS INC
NEW·0.0% book·−7
AIPARTERIS INC
NEW·0.0% book·−9
ARVNARVINAS INC
NEW·0.0% book·−7
ASPNASPEN AEROGELS INC
NEW·0.0% book·−12
ASTEASTEC INDS INC
NEW·0.0% book·+4
ASTHASTRANA HEALTH INC
NEW·0.0% book·−5
BATRAATLANTA BRAVES HLDGS INC
NEW·0.0% book·−5
ATLCATLANTICUS HOLDINGS CORP
NEW·0.0% book·−5
ATOSATOSSA THERAPEUTICS INC
NEW·0.0% book·−6
RCELAVITA MEDICAL INC
NEW·0.0% book·−8
Showing top 40 · 240 smaller positions hidden
Adds · 1391
Adding to conviction
NVDANVIDIA CORPORATION
ADD +18%·2.1% book·+1
MSFTMICROSOFT CORP
ADD +8%·1.7% book·−17
AMZNAMAZON COM INC
ADD +11%·1.1% book·−6
CMECME GROUP INC
ADD +16%·0.9% book·−4
JNJJOHNSON & JOHNSON
ADD +52%·0.9% book·−8
BCSBARCLAYS PLC
ADD +11%·0.7% book·−1
CNCCENTENE CORP DEL
ADD +43%·0.7% book·−4
COSTCOSTCO WHSL CORP NEW
ADD +22%·0.7% book·−9
MRKMERCK & CO INC
ADD +44%·0.7% book·−5
ADBEADOBE INC
ADD +117%·0.6% book·−11
ANETARISTA NETWORKS INC
ADD +154%·0.6% book·−9
BRK.ABERKSHIRE HATHAWAY INC DEL
ADD +28%·0.6% book·−5
AVGOBROADCOM INC
ADD +20%·0.6% book·−12
CMCSACOMCAST CORP NEW
ADD +19%·0.6% book·−3
FTNTFORTINET INC
ADD +41%·0.6% book·−8
GMGENERAL MTRS CO
ADD +147%·0.6% book·−9
PFEPFIZER INC
ADD +12%·0.6% book·+10
VRSNVERISIGN INC
ADD +40%·0.6% book·−11
ABNBAIRBNB INC
ADD +81%·0.5% book·−14
GOOGLALPHABET INC
ADD +16%·0.5% book·−27
GOOGALPHABET INC
ADD +13%·0.5% book·+2
CCITIGROUP INC
ADD +53%·0.5% book·−6
COPCONOCOPHILLIPS
ADD +190%·0.5% book·−4
NOCNORTHROP GRUMMAN CORP
ADD +99%·0.5% book·−8
RBLXROBLOX CORP
ADD +217%·0.5% book·−8
SNOWSNOWFLAKE INC
ADD +346%·0.5% book·−11
ALLALLSTATE CORP
ADD +20%·0.4% book·−8
TEAMATLASSIAN CORPORATION
ADD +146%·0.4% book·−2
BMYBRISTOL-MYERS SQUIBB CO
ADD +49%·0.4% book·−4
CBCHUBB LIMITED
ADD +20%·0.4% book·+16
CVICVR ENERGY INC
ADD +19%·0.4% book·−5
GRMNGARMIN LTD
ADD +79%·0.4% book·−6
GEVGE VERNOVA INC
ADD +253%·0.4% book·−2
INCYINCYTE CORP
ADD +92%·0.4% book·−5
TLTISHARES TR
ADD +96%·0.4% book·−5
JPMJPMORGAN CHASE & CO.
ADD +57%·0.4% book·−4
LMTLOCKHEED MARTIN CORP
ADD +77%·0.4% book·−5
MSCIMSCI INC
ADD +356%·0.4% book·+11
PDDPDD HOLDINGS INC
ADD +259%·0.4% book·−12
NOWSERVICENOW INC
ADD +111%·0.4% book·+9
Showing top 40 · 1,351 smaller adds hidden
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Remove with Pro →Trims · 650
Taking chips off
LLYELI LILLY & CO
TRIM -12%·0.5% book·−6
PGRPROGRESSIVE CORP
TRIM -33%·0.4% book·+1
WMTWALMART INC
TRIM -19%·0.4% book·−9
MOALTRIA GROUP INC
TRIM -6%·0.3% book·−7
KRKROGER CO
TRIM -14%·0.3% book·−16
UTHRUNITED THERAPEUTICS CORP DEL
TRIM -7%·0.3% book·−6
ABBVABBVIE INC
TRIM -47%·0.2% book·−7
AIZASSURANT INC
TRIM -11%·0.2% book·−8
CAHCARDINAL HEALTH INC
TRIM -34%·0.2% book·−6
KOCOCA COLA CO
TRIM -13%·0.2% book·−16
CLCOLGATE PALMOLIVE CO
TRIM -30%·0.2% book·−8
HWMHOWMET AEROSPACE INC
TRIM -15%·0.2% book·−4
TAPMOLSON COORS BEVERAGE CO
TRIM -19%·0.2% book·+12
SPOTSPOTIFY TECHNOLOGY S A
TRIM -19%·0.2% book·−5
UNMUNUM GROUP
TRIM -12%·0.2% book·−8
AMATAPPLIED MATLS INC
TRIM -25%·0.1% book·−2
APPAPPLOVIN CORP
TRIM -30%·0.1% book·−8
ACGLARCH CAP GROUP LTD
TRIM -14%·0.1% book·−6
AGOASSURED GUARANTY LTD
TRIM -32%·0.1% book·−8
ADPAUTOMATIC DATA PROCESSING IN
TRIM -7%·0.1% book·−14
AZOAUTOZONE INC
TRIM -13%·0.1% book·−8
BACBANK AMERICA CORP
TRIM -28%·0.1% book·−1
BRBRBELLRING BRANDS INC
TRIM -19%·0.1% book·−5
HRBBLOCK H & R INC
TRIM -20%·0.1% book·−2
BRBROADRIDGE FINL SOLUTIONS IN
TRIM -28%·0.1% book·−4
CACICACI INTL INC
TRIM -19%·0.1% book·−3
CCLCARNIVAL CORP
TRIM -6%·0.1% book·−4
CBOECBOE GLOBAL MKTS INC
TRIM -10%·0.1% book·−4
CTRACOTERRA ENERGY INC
TRIM -35%·0.1% book·−12
DOCUDOCUSIGN INC
TRIM -18%·0.1% book·−4
DBXDROPBOX INC
TRIM -16%·0.1% book·−7
ETNEATON CORP PLC
TRIM -21%·0.1% book·−9
EHCENCOMPASS HEALTH CORP
TRIM -6%·0.1% book·−8
FHNFIRST HORIZON CORPORATION
TRIM -23%·0.1% book·−13
FLSFLOWSERVE CORP
TRIM -6%·0.1% book·−7
ITGARTNER INC
TRIM -24%·0.1% book·−8
GISGENERAL MLS INC
TRIM -9%·0.1% book·−8
GTLBGITLAB INC
TRIM -19%·0.1% book·−9
GRABGRAB HOLDINGS LIMITED
TRIM -12%·0.1% book·−4
GWWGRAINGER W W INC
TRIM -8%·0.1% book·−10
Showing top 40 · 610 smaller trims hidden
Exits · 62
Closed positions
HIGHARTFORD FINL SVCS GROUP INC
EXIT·0.0% book·−7
AYIACUITY BRANDS INC
EXIT·0.0% book·−11
WMSADVANCED DRAIN SYS INC DEL
EXIT·0.0% book·−9
ALTALTIMMUNE INC
EXIT·0.0% book·−4
OSGAMBAC FINL GROUP INC
EXIT·0.0% book·−7
AMTMAMENTUM HOLDINGS INC
EXIT·0.0% book·−7
AMLXAMYLYX PHARMACEUTICALS INC
EXIT·0.0% book·−9
ARCHARCH RESOURCES INC
EXIT·0.0% book·−7
AVBPARRIVENT BIOPHARMA INC
EXIT·0.0% book·−6
BBARBANCO BBVA ARGENTINA S A
EXIT·0.0% book·−6
BMABANCO MACRO SA
EXIT·0.0% book·−3
BILLBILL HOLDINGS INC
EXIT·0.0% book·−5
AAMIBRIGHTSPHERE INVT GROUP INC
EXIT·0.0% book·−5
CAPRCAPRICOR THERAPEUTICS INC
EXIT·0.0% book·−6
CLDXCELLDEX THERAPEUTICS INC NEW
EXIT·0.0% book·−5
CLBTCELLEBRITE DI LTD
EXIT·0.0% book·−2
NAGECHROMADEX CORP
EXIT·0.0% book·−5
CEIXCONSOL ENERGY INC NEW
EXIT·0.0% book·−7
NVRIENVIRI CORP
EXIT·0.0% book·−5
EXFYEXPENSIFY INC
EXIT·0.0% book·−7
FDLFIRST TR MORNINGSTAR DIVID L
EXIT·0.0% book·−6
FORRFORRESTER RESH INC
EXIT·0.0% book·−6
TEFREYR BATTERY INC
EXIT·0.0% book·−5
GNEGENIE ENERGY LTD
EXIT·0.0% book·−5
GEOSGEOSPACE TECHNOLOGIES CORP
EXIT·0.0% book·−1
GTNGRAY TELEVISION INC
EXIT·0.0% book·−6
IDYAIDEAYA BIOSCIENCES INC
EXIT·0.0% book·−6
AILEQILEARNINGENGINES INC
EXIT·0.0% book·0
IMNMIMMUNOME INC
EXIT·0.0% book·−6
JBTMJOHN BEAN TECHNOLOGIES CORP
EXIT·0.0% book·−7
KRNTKORNIT DIGITAL LTD
EXIT·0.0% book·0
KYMRKYMERA THERAPEUTICS INC
EXIT·0.0% book·−5
LVHILEGG MASON ETF INVT
EXIT·0.0% book·−6
LZMLIFEZONE METALS LIMITED
EXIT·0.0% book·−2
MAMAMAMAS CREATIONS INC
EXIT·0.0% book·+4
MCFTMASTERCRAFT BOAT HLDGS INC
EXIT·0.0% book·−3
MATWMATTHEWS INTL CORP
EXIT·0.0% book·−4
NCNONCINO INC
EXIT·0.0% book·−5
NVECNVE CORP
EXIT·0.0% book·−6
ONLORION OFFICE REIT INC
EXIT·0.0% book·−8
Showing top 40 · 22 smaller exits hidden
Current top holdings
Joel Greenblatt’s book, latest snapshot
Other quarters for Joel Greenblatt
Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.
Deep dive
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