Joel Greenblatt · quarter digest
What Joel Greenblatt did in Q2 2024
Gotham Asset Management filed 457 moves in Q2 2024: 26 new, 259 add, 161 trim, 11 exit.
13F filed 2024-08-14. Manager quality score: q8. Philosophy: Buy good companies at cheap prices. Magic Formula.
New positions · 26
Fresh money
ALCONALCON AG
NEW·0.0% book·−1
AZZAZZ INC
NEW·0.0% book·−5
BARKBARK INC
NEW·0.0% book·−7
CAVACAVA GROUP INC
NEW·0.0% book·−9
CRHCRH PLC
NEW·0.0% book·−1
DOLEDOLE PLC
NEW·0.0% book·−4
EXPROEXPRO GROUP HOLDINGS NV
NEW·0.0% book·−4
FNDFLOOR & DECOR HLDGS INC
NEW·0.0% book·−9
GEVGE VERNOVA INC
NEW·0.0% book·−10
GERONGERON CORP
NEW·0.0% book·−7
GOGOGOGO INC
NEW·0.0% book·−7
GRAILGRAIL INC
NEW·0.0% book·−8
HLFHERBALIFE LTD
NEW·0.0% book·−11
ICHORICHOR HOLDINGS
NEW·0.0% book·−5
JOYYJOYY INC
NEW·0.0% book·−7
MATIVMATIV HOLDINGS INC
NEW·0.0% book·−6
MBIAMBIA INC
NEW·0.0% book·−5
NEVRONEVRO CORP
NEW·0.0% book·−7
PCORPROCORE TECHNOLOGIES INC
NEW·0.0% book·−6
RELXRELX PLC
NEW·0.0% book·−7
RXORXO INC
NEW·0.0% book·−4
SEERSEER INC
NEW·0.0% book·−6
SONYSONY GROUP CORP
NEW·0.0% book·−4
TECKTECK RESOURCES LTD
NEW·0.0% book·−10
TEVATEVA PHARMACEUTICAL INDS LTD
NEW·0.0% book·+2
TKOTKO GROUP HOLDINGS INC
NEW·0.0% book·−5
Adds · 259
Adding to conviction
NVDANVIDIA CORPORATION
ADD +820%·2.9% book·+16
JNJJOHNSON & JOHNSON
ADD +39%·0.8% book·−8
MCKMCKESSON CORP
ADD +8%·0.8% book·−6
CVITHE CIGNA GROUP
ADD +63%·0.8% book·0
MACOSTCO WHSL CORP NEW
ADD +16%·0.7% book·+13
LLYELI LILLY & CO
ADD +17%·0.7% book·−10
GEGE AEROSPACE
ADD +18%·0.7% book·+41
TAT&T INC
ADD +43%·0.6% book·−9
XOMEXXON MOBIL CORP
ADD +106%·0.6% book·−4
ATVIALTRIA GROUP INC
ADD +25%·0.5% book·−8
AMATAPPLIED MATLS INC
ADD +9%·0.5% book·−1
BKNGBARCLAYS PLC
ADD +40%·0.5% book·−14
CNCCENTENE CORP DEL
ADD +23%·0.5% book·−4
CBCHUBB LIMITED
ADD +31%·0.5% book·+20
CMCSACOMCAST CORP NEW
ADD +92%·0.5% book·−2
CVSCVS HEALTH CORP
ADD +34%·0.5% book·+3
MMM3M CO
ADD +19%·0.4% book·−6
BACBANK AMERICA CORP
ADD +27%·0.4% book·+3
KRKROGER CO
ADD +8%·0.4% book·−12
LENLENNAR CORP
ADD +14%·0.4% book·−6
TRVTRAVELERS COMPANIES INC
ADD +8%·0.4% book·−8
VALEVALERO ENERGY CORP
ADD +18%·0.4% book·−9
AGCOAGCO CORP
ADD +53%·0.3% book·−6
ANETARISTA NETWORKS INC
ADD +21%·0.3% book·−10
BABABAKER HUGHES COMPANY
ADD +8%·0.3% book·+33
KLAKLA CORP
ADD +8%·0.3% book·−6
LRCXLAM RESEARCH CORP
ADD +25%·0.3% book·−5
PGRPROGRESSIVE CORP
ADD +62%·0.3% book·−4
SNXTD SYNNEX CORPORATION
ADD +21%·0.3% book·+3
ALLALLSTATE CORP
ADD +182%·0.2% book·−7
BBYBEST BUY INC
ADD +55%·0.2% book·−4
CXCEMEX SAB DE CV
ADD +28%·0.2% book·−12
CVXCHEVRON CORP NEW
ADD +41%·0.2% book·−2
CMGCHIPOTLE MEXICAN GRILL INC
ADD +6990%·0.2% book·+4
DHRDANAHER CORPORATION
ADD +77%·0.2% book·−13
DPZDOMINOS PIZZA INC
ADD +24%·0.2% book·+13
EATONEATON CORP PLC
ADD +64%·0.2% book·−8
EMCOREMCOR GROUP INC
ADD +27%·0.2% book·−5
FMCF N B CORP
ADD +208%·0.2% book·−6
F5F5 INC
ADD +49%·0.2% book·−7
GPNGLOBAL PMTS INC
ADD +188%·0.2% book·−6
INTCINTEL CORP
ADD +45%·0.2% book·−12
JABILJABIL INC
ADD +196%·0.2% book·−7
KHCKRAFT HEINZ CO
ADD +14%·0.2% book·+12
MEDPMEDPACE HLDGS INC
ADD +62%·0.2% book·−7
MDTMEDTRONIC PLC
ADD +7%·0.2% book·−12
MOHMOLINA HEALTHCARE INC
ADD +36%·0.2% book·+3
PYPLPAYPAL HLDGS INC
ADD +7%·0.2% book·−21
PDDPDD HOLDINGS INC
ADD +102%·0.2% book·−12
ROPROPER TECHNOLOGIES INC
ADD +12%·0.2% book·−10
Showing top 50 · 209 smaller adds hidden
HoldLens Pro · Founders pricing
Email alerts + conviction scores + alpha attribution
€9/mo founders · cancel anytime
See pricing →
Trims · 161
Taking chips off
GOOGLALPHABET INC
TRIM -8%·1.3% book·−22
METAMETA PLATFORMS INC
TRIM -9%·1.2% book·−4
BNBROADCOM INC
TRIM -9%·0.7% book·+16
ADBEADOBE INC
TRIM -34%·0.5% book·−5
CCITIGROUP INC
TRIM -16%·0.5% book·−7
ABBVABBVIE INC
TRIM -9%·0.4% book·−6
PEPPEPSICO INC
TRIM -8%·0.4% book·−7
VRTXVERTEX PHARMACEUTICALS INC
TRIM -20%·0.4% book·0
KOCOCA COLA CO
TRIM -13%·0.3% book·−7
PGPROCTER AND GAMBLE CO
TRIM -13%·0.3% book·−10
PULTEPULTE GROUP INC
TRIM -35%·0.3% book·−6
UNUMUNUM GROUP
TRIM -10%·0.3% book·−8
VRSNVERISIGN INC
TRIM -29%·0.3% book·−11
ELVELEVANCE HEALTH INC
TRIM -13%·0.2% book·−6
JPMJPMORGAN CHASE & CO.
TRIM -27%·0.2% book·−3
NFLXNETFLIX INC
TRIM -7%·0.2% book·0
ORLYOREILLY AUTOMOTIVE INC
TRIM -8%·0.2% book·+1
UNHUNITEDHEALTH GROUP INC
TRIM -22%·0.2% book·−4
ACNACCENTURE PLC IRELAND
TRIM -31%·0.1% book·−6
AMKRAMKOR TECHNOLOGY INC
TRIM -7%·0.1% book·−7
ADIANALOG DEVICES INC
TRIM -14%·0.1% book·−8
APOAPOLLO GLOBAL MGMT INC
TRIM -8%·0.1% book·−11
ANAUTONATION INC
TRIM -15%·0.1% book·+4
BSXBOSTON SCIENTIFIC CORP
TRIM -18%·0.1% book·−3
BLDRBUILDERS FIRSTSOURCE INC
TRIM -27%·0.1% book·−1
DHID R HORTON INC
TRIM -30%·0.1% book·−9
DELLDELTA AIR LINES INC DEL
TRIM -7%·0.1% book·+2
FICOFAIR ISAAC CORP
TRIM -42%·0.1% book·+32
FEFISERV INC
TRIM -33%·0.1% book·−11
LVSLAS VEGAS SANDS CORP
TRIM -56%·0.1% book·−11
LINDELINDE PLC
TRIM -7%·0.1% book·−6
MACYSMACYS INC
TRIM -13%·0.1% book·−7
ORCLORACLE CORP
TRIM -55%·0.1% book·−13
SHWSHERWIN WILLIAMS CO
TRIM -7%·0.1% book·−3
TEGNATEGNA INC
TRIM -8%·0.1% book·−4
TSLATESLA INC
TRIM -29%·0.1% book·−12
TNLTRAVEL PLUS LEISURE CO
TRIM -23%·0.1% book·−6
UBERUBER TECHNOLOGIES INC
TRIM -12%·0.1% book·+13
VSTVISTRA CORP
TRIM -51%·0.1% book·−10
WDAYWORKDAY INC
TRIM -30%·0.1% book·−19
ZSZSCALER INC
TRIM -14%·0.1% book·−8
2U2U INC
TRIM -96%·0.0% book·0
AARAAR CORP
TRIM -6%·0.0% book·−6
AFLACAFLAC INC
TRIM -52%·0.0% book·−5
AFRMAGILENT TECHNOLOGIES INC
TRIM -12%·0.0% book·−9
ALAMOALAMO GROUP INC
TRIM -12%·0.0% book·−5
ALCOAALCOA CORP
TRIM -37%·0.0% book·+6
AMBEVAMBEV SA
TRIM -38%·0.0% book·−6
AMEAMETEK INC
TRIM -7%·0.0% book·−5
AMGNAMGEN INC
TRIM -72%·0.0% book·−6
Showing top 50 · 111 smaller trims hidden
Exits · 11
Closed positions
LBRDALABORATORY CORP AMER HLDGS
EXIT·0.0% book·0
BRAZEBRAZE INC
EXIT·0.0% book·−5
CADIZCADIZ INC
EXIT·0.0% book·−5
GSHDGOOSEHEAD INS INC
EXIT·0.0% book·−10
GOPROGOPRO INC
EXIT·0.0% book·−11
JOINTJOINT CORP
EXIT·0.0% book·−7
KAMANKAMAN CORP
EXIT·0.0% book·0
SASOLSASOL LTD
EXIT·0.0% book·−6
SITESITEONE LANDSCAPE SUPPLY INC
EXIT·0.0% book·−12
TOROTORO CO
EXIT·0.0% book·−6
WAFDWAFD INC
EXIT·0.0% book·−4
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.