Joel Greenblatt · quarter digest
What Joel Greenblatt did in Q3 2024
Gotham Asset Management filed 463 moves in Q3 2024: 26 new, 232 add, 188 trim, 17 exit.
13F filed 2024-11-14. Manager quality score: q8. Philosophy: Buy good companies at cheap prices. Magic Formula.
New positions · 26
Fresh money
FERGFERGUSON ENTERPRISES INC
NEW·0.1% book·−8
BABAALIBABA GROUP HLDG LTD
NEW·0.0% book·+33
ARQARQ INC
NEW·0.0% book·−5
BILLBILL HOLDINGS INC
NEW·0.0% book·−6
BRAZEBRAZE INC
NEW·0.0% book·−5
BRCBRC INC
NEW·0.0% book·−6
BRFBRF SA
NEW·0.0% book·−8
BXPBXP INC
NEW·0.0% book·−7
CANOOCANOO INC
NEW·0.0% book·−6
DAVEDAVE INC
NEW·0.0% book·−3
DEODIAGEO PLC
NEW·0.0% book·−10
FLUTFLUTTER ENTMT PLC
NEW·0.0% book·+3
GOPROGOPRO INC
NEW·0.0% book·−11
GHGUARDANT HEALTH INC
NEW·0.0% book·+1
KWKENNEDY-WILSON HOLDINGS INC
NEW·0.0% book·−4
LUCIDLUCID GROUP INC
NEW·0.0% book·−7
MARAMARA HOLDINGS INC
NEW·0.0% book·−7
PORCHPORCH GROUP INC
NEW·0.0% book·−4
RHRH
NEW·0.0% book·+2
ROOTROOT INC
NEW·0.0% book·−7
SASOLSASOL LTD
NEW·0.0% book·−6
SIRISIRIUSXM HOLDINGS INC
NEW·0.0% book·−8
SITESITEONE LANDSCAPE SUPPLY INC
NEW·0.0% book·−12
TOROTORO CO
NEW·0.0% book·−6
UUNITY SOFTWARE INC
NEW·0.0% book·−5
WAFDWAFD INC
NEW·0.0% book·−4
Adds · 232
Adding to conviction
BNBROADCOM INC
ADD +988%·0.8% book·+16
MACOSTCO WHSL CORP NEW
ADD +16%·0.8% book·+13
LLYELI LILLY & CO
ADD +43%·0.8% book·−10
GEGE AEROSPACE
ADD +11%·0.8% book·+41
CRMCME GROUP INC
ADD +19%·0.7% book·−9
PGRPROGRESSIVE CORP
ADD +91%·0.7% book·−4
CNCCENTENE CORP DEL
ADD +22%·0.6% book·−4
CMCSACOMCAST CORP NEW
ADD +12%·0.6% book·−2
ABBVABBVIE INC
ADD +22%·0.5% book·−6
BKNGBARCLAYS PLC
ADD +22%·0.5% book·−14
MRKMERCK & CO INC
ADD +37%·0.5% book·0
ALLALLSTATE CORP
ADD +88%·0.4% book·−7
ANETARISTA NETWORKS INC
ADD +46%·0.4% book·−10
KOCOCA COLA CO
ADD +8%·0.4% book·−7
DHRDANAHER CORPORATION
ADD +105%·0.4% book·−13
PGPROCTER AND GAMBLE CO
ADD +12%·0.4% book·−10
VVISA INC
ADD +53%·0.4% book·+8
ABNBAIRBNB INC
ADD +302%·0.3% book·+1
BBYBEST BUY INC
ADD +56%·0.3% book·−4
DELLDELTA AIR LINES INC DEL
ADD +472%·0.3% book·+2
MDTMEDTRONIC PLC
ADD +48%·0.3% book·−12
REGNREGENERON PHARMACEUTICALS
ADD +19%·0.3% book·+5
ABTABBOTT LABS
ADD +52%·0.2% book·−13
TEAMATLASSIAN CORPORATION
ADD +3360%·0.2% book·−3
ADPAUTOMATIC DATA PROCESSING IN
ADD +31%·0.2% book·−15
CACICACI INTL INC
ADD +7%·0.2% book·−3
CCKCROWN HLDGS INC
ADD +77%·0.2% book·−3
ELVELEVANCE HEALTH INC
ADD +38%·0.2% book·−6
FNFFIDELITY NATIONAL FINANCIAL
ADD +69%·0.2% book·−5
JPMJPMORGAN CHASE & CO.
ADD +29%·0.2% book·−3
MEDPMEDPACE HLDGS INC
ADD +18%·0.2% book·−7
MOHMOLINA HEALTHCARE INC
ADD +12%·0.2% book·+3
NVRNVR INC
ADD +24%·0.2% book·−5
ORCLORACLE CORP
ADD +138%·0.2% book·−13
PDDPDD HOLDINGS INC
ADD +26%·0.2% book·−12
PFEPFIZER INC
ADD +136%·0.2% book·−4
SSNCSS&C TECHNOLOGIES HLDGS INC
ADD +18%·0.2% book·−8
THCTENET HEALTHCARE CORP
ADD +112%·0.2% book·−5
TSLATESLA INC
ADD +34%·0.2% book·−12
TMOTHERMO FISHER SCIENTIFIC INC
ADD +115%·0.2% book·−12
VTIVANGUARD INDEX FDS
ADD +22%·0.2% book·0
WABWABTEC
ADD +46%·0.2% book·0
AECOMAECOM
ADD +72%·0.1% book·−7
AFRMAGILENT TECHNOLOGIES INC
ADD +69%·0.1% book·−9
ALGNALIGN TECHNOLOGY INC
ADD +72%·0.1% book·−9
AMCORAMCOR PLC
ADD +48%·0.1% book·−10
AXPAMERICAN EXPRESS CO
ADD +69%·0.1% book·−9
AMTAMERICAN TOWER CORP NEW
ADD +11%·0.1% book·−19
AMGNAMGEN INC
ADD +65%·0.1% book·−6
AMKRAMKOR TECHNOLOGY INC
ADD +40%·0.1% book·−7
Showing top 50 · 182 smaller adds hidden
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Trims · 188
Taking chips off
METAMETA PLATFORMS INC
TRIM -6%·1.2% book·−4
GOOGLALPHABET INC
TRIM -23%·0.8% book·−22
JNJJOHNSON & JOHNSON
TRIM -6%·0.7% book·−8
CVITHE CIGNA GROUP
TRIM -9%·0.7% book·0
CARRCARDINAL HEALTH INC
TRIM -11%·0.5% book·−2
EGEVEREST GROUP LTD
TRIM -19%·0.5% book·−7
ATVIALTRIA GROUP INC
TRIM -14%·0.4% book·−8
CCITIGROUP INC
TRIM -10%·0.4% book·−7
CVSCVS HEALTH CORP
TRIM -23%·0.4% book·+3
XOMEXXON MOBIL CORP
TRIM -28%·0.4% book·−4
KRKROGER CO
TRIM -9%·0.4% book·−12
LENLENNAR CORP
TRIM -14%·0.4% book·−6
ADBEADOBE INC
TRIM -20%·0.3% book·−5
AMATAPPLIED MATLS INC
TRIM -22%·0.3% book·−1
BACBANK AMERICA CORP
TRIM -12%·0.3% book·+3
GMGENERAL MTRS CO
TRIM -19%·0.3% book·−11
PULTEPULTE GROUP INC
TRIM -35%·0.3% book·−6
VRSNVERISIGN INC
TRIM -16%·0.3% book·−11
VRTXVERTEX PHARMACEUTICALS INC
TRIM -10%·0.3% book·0
BABABAKER HUGHES COMPANY
TRIM -32%·0.2% book·+33
EATONEATON CORP PLC
TRIM -8%·0.2% book·−8
F5F5 INC
TRIM -9%·0.2% book·−7
HPHP INC
TRIM -30%·0.2% book·+4
JABILJABIL INC
TRIM -9%·0.2% book·−7
KLAKLA CORP
TRIM -9%·0.2% book·−6
KHCKRAFT HEINZ CO
TRIM -14%·0.2% book·+12
QCOMQUALCOMM INC
TRIM -7%·0.2% book·−10
ROPROPER TECHNOLOGIES INC
TRIM -14%·0.2% book·−10
SNXTD SYNNEX CORPORATION
TRIM -19%·0.2% book·+3
UNHUNITEDHEALTH GROUP INC
TRIM -13%·0.2% book·−4
UNUMUNUM GROUP
TRIM -17%·0.2% book·−8
VALEVALERO ENERGY CORP
TRIM -45%·0.2% book·−9
ADIANALOG DEVICES INC
TRIM -9%·0.1% book·−8
ANAUTONATION INC
TRIM -22%·0.1% book·+4
AVNETAVNET INC
TRIM -8%·0.1% book·−5
BLKBLACKROCK INC
TRIM -26%·0.1% book·−4
BLDRBUILDERS FIRSTSOURCE INC
TRIM -34%·0.1% book·−1
CVXCHEVRON CORP NEW
TRIM -29%·0.1% book·−2
CMGCHIPOTLE MEXICAN GRILL INC
TRIM -60%·0.1% book·+4
CIENACIENA CORP
TRIM -9%·0.1% book·−8
DHID R HORTON INC
TRIM -49%·0.1% book·−9
DPZDOMINOS PIZZA INC
TRIM -53%·0.1% book·+13
EQIXEQUINIX INC
TRIM -58%·0.1% book·−8
FMCF N B CORP
TRIM -33%·0.1% book·−6
FEFISERV INC
TRIM -14%·0.1% book·−11
HIMSHERSHEY CO
TRIM -22%·0.1% book·−9
KEYSKEURIG DR PEPPER INC
TRIM -29%·0.1% book·+3
KOHLSKOHLS CORP
TRIM -15%·0.1% book·−6
LRCXLAM RESEARCH CORP
TRIM -43%·0.1% book·−5
LOEWSLOEWS CORP
TRIM -7%·0.1% book·−6
Showing top 50 · 138 smaller trims hidden
Exits · 17
Closed positions
2U2U INC
EXIT·0.0% book·0
APIAPI GROUP CORP
EXIT·0.0% book·−9
BAKKTBAKKT HOLDINGS INC
EXIT·0.0% book·0
FIVEFIVE BELOW INC
EXIT·0.0% book·−7
FNDFLOOR & DECOR HLDGS INC
EXIT·0.0% book·−9
GEVOGEVO INC
EXIT·0.0% book·−5
HLFHERBALIFE LTD
EXIT·0.0% book·−11
IBEXIBEX LTD
EXIT·0.0% book·−5
ICONICON PLC
EXIT·0.0% book·−22
JFROGJFROG LTD
EXIT·0.0% book·−3
MBIAMBIA INC
EXIT·0.0% book·−5
NVENVE CORP
EXIT·0.0% book·−8
PCORPROCORE TECHNOLOGIES INC
EXIT·0.0% book·−6
SEERSEER INC
EXIT·0.0% book·−6
SHOPSIRIUS XM HOLDINGS INC
EXIT·0.0% book·−4
VIADVIAD CORP
EXIT·0.0% book·0
ZYNEXZYNEX INC
EXIT·0.0% book·−7
Current top holdings
Joel Greenblatt’s book, latest snapshot
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Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.