Joel Greenblatt · quarter digest
What Joel Greenblatt did in Q1 2025
Gotham Asset Management filed 499 moves in Q1 2025: 27 new, 326 add, 137 trim, 9 exit.
13F filed 2025-05-15. Manager quality score: q8. Philosophy: Buy good companies at cheap prices. Magic Formula.
New positions · 27
Fresh money
89BIO89BIO INC
NEW·0.0% book·−8
BABAALIBABA GROUP HLDG LTD
NEW·0.0% book·+33
AMMOAMMO INC
NEW·0.0% book·−7
ANGIANGI INC
NEW·0.0% book·−8
APIAPI GROUP CORP
NEW·0.0% book·−9
BATRAATLANTA BRAVES HLDGS INC
NEW·0.0% book·−7
BANK7BANK7 CORP
NEW·0.0% book·−6
BIOTEBIOTE CORP
NEW·0.0% book·−7
CADIZCADIZ INC
NEW·0.0% book·−5
CGICGI INC
NEW·0.0% book·+2
CIBUSCIBUS INC
NEW·0.0% book·−8
CVICVR ENERGY INC
NEW·0.0% book·0
FNDFLOOR & DECOR HLDGS INC
NEW·0.0% book·−9
ICLICL GROUP LTD
NEW·0.0% book·−4
JFROGJFROG LTD
NEW·0.0% book·−3
MBIAMBIA INC
NEW·0.0% book·−5
NICENICE LTD
NEW·0.0% book·−6
OKLOOKLO INC
NEW·0.0% book·−6
OOMAOOMA INC
NEW·0.0% book·−5
P10P10 INC
NEW·0.0% book·−5
QXOQXO INC
NEW·0.0% book·+1
QSRRESTAURANT BRANDS INTL INC
NEW·0.0% book·+4
PHYSSPROTT PHYSICAL GOLD TR
NEW·0.0% book·0
TLNTALEN ENERGY CORP
NEW·0.0% book·−8
VERUVERU INC
NEW·0.0% book·−7
VSEVSE CORP
NEW·0.0% book·−3
WEIBOWEIBO CORP
NEW·0.0% book·−7
Adds · 326
Adding to conviction
NVDANVIDIA CORPORATION
ADD +18%·2.1% book·+16
MSFTMICROSOFT CORP
ADD +8%·1.7% book·+2
AMZNAMAZON COM INC
ADD +11%·1.1% book·−13
CRMCME GROUP INC
ADD +16%·0.9% book·−9
JNJJOHNSON & JOHNSON
ADD +52%·0.9% book·−8
BKNGBARCLAYS PLC
ADD +11%·0.7% book·−14
CNCCENTENE CORP DEL
ADD +43%·0.7% book·−4
MACOSTCO WHSL CORP NEW
ADD +22%·0.7% book·+13
MRKMERCK & CO INC
ADD +44%·0.7% book·0
ADBEADOBE INC
ADD +117%·0.6% book·−5
ANETARISTA NETWORKS INC
ADD +154%·0.6% book·−10
BRK.BBERKSHIRE HATHAWAY INC DEL
ADD +28%·0.6% book·−1
BNBROADCOM INC
ADD +20%·0.6% book·+16
CMCSACOMCAST CORP NEW
ADD +19%·0.6% book·−2
GMGENERAL MTRS CO
ADD +147%·0.6% book·−11
PFEPFIZER INC
ADD +12%·0.6% book·−4
VRSNVERISIGN INC
ADD +40%·0.6% book·−11
ABNBAIRBNB INC
ADD +81%·0.5% book·+1
GOOGLALPHABET INC
ADD +16%·0.5% book·−22
GOOGALPHABET INC
ADD +13%·0.5% book·−13
CCITIGROUP INC
ADD +53%·0.5% book·−7
COPCONOCOPHILLIPS
ADD +190%·0.5% book·0
ALLALLSTATE CORP
ADD +20%·0.4% book·−7
TEAMATLASSIAN CORPORATION
ADD +146%·0.4% book·−3
CBCHUBB LIMITED
ADD +20%·0.4% book·+20
GEVGE VERNOVA INC
ADD +253%·0.4% book·−10
JPMJPMORGAN CHASE & CO.
ADD +57%·0.4% book·−3
MSCIMSCI INC
ADD +356%·0.4% book·+22
PDDPDD HOLDINGS INC
ADD +259%·0.4% book·−12
NOWSERVICENOW INC
ADD +111%·0.4% book·+4
CVITHE CIGNA GROUP
ADD +15%·0.4% book·0
TRVTRAVELERS COMPANIES INC
ADD +24%·0.4% book·−8
UNHUNITEDHEALTH GROUP INC
ADD +252%·0.4% book·−4
VVISA INC
ADD +18%·0.4% book·+8
CVSCVS HEALTH CORP
ADD +38%·0.3% book·+3
DHRDANAHER CORPORATION
ADD +76%·0.3% book·−13
DELLDELTA AIR LINES INC DEL
ADD +150%·0.3% book·+2
DASHDOORDASH INC
ADD +442%·0.3% book·−3
ELVELEVANCE HEALTH INC
ADD +54%·0.3% book·−6
EMCOREMCOR GROUP INC
ADD +44%·0.3% book·−5
EQIXEQUINIX INC
ADD +408%·0.3% book·−8
XOMEXXON MOBIL CORP
ADD +13%·0.3% book·−4
IVVISHARES TR
ADD +75%·0.3% book·0
MDTMEDTRONIC PLC
ADD +29%·0.3% book·−12
MOHMOLINA HEALTHCARE INC
ADD +43%·0.3% book·+3
NFLXNETFLIX INC
ADD +8%·0.3% book·0
PEPPEPSICO INC
ADD +39%·0.3% book·−7
PGPROCTER AND GAMBLE CO
ADD +6%·0.3% book·−10
FTITECHNIPFMC PLC
ADD +111%·0.3% book·−10
TMUST-MOBILE US INC
ADD +42%·0.3% book·−4
Showing top 50 · 276 smaller adds hidden
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Trims · 137
Taking chips off
LLYELI LILLY & CO
TRIM -12%·0.5% book·−10
PGRPROGRESSIVE CORP
TRIM -33%·0.4% book·−4
WMTWALMART INC
TRIM -19%·0.4% book·−3
ATVIALTRIA GROUP INC
TRIM -6%·0.3% book·−8
KRKROGER CO
TRIM -14%·0.3% book·−12
ABBVABBVIE INC
TRIM -47%·0.2% book·−6
CARRCARDINAL HEALTH INC
TRIM -34%·0.2% book·−2
KOCOCA COLA CO
TRIM -13%·0.2% book·−7
SPOTSPOTIFY TECHNOLOGY S A
TRIM -19%·0.2% book·−8
UNUMUNUM GROUP
TRIM -12%·0.2% book·−8
AMATAPPLIED MATLS INC
TRIM -25%·0.1% book·−1
APPAPPLOVIN CORP
TRIM -30%·0.1% book·−14
ADPAUTOMATIC DATA PROCESSING IN
TRIM -7%·0.1% book·−15
AVGOAUTOZONE INC
TRIM -13%·0.1% book·−5
BACBANK AMERICA CORP
TRIM -28%·0.1% book·+3
BRKBBROADRIDGE FINL SOLUTIONS IN
TRIM -28%·0.1% book·−5
CACICACI INTL INC
TRIM -19%·0.1% book·−3
EATONEATON CORP PLC
TRIM -21%·0.1% book·−8
ITGARTNER INC
TRIM -24%·0.1% book·−12
GRABGRAB HOLDINGS LIMITED
TRIM -12%·0.1% book·−5
JABILJABIL INC
TRIM -23%·0.1% book·−7
KHCKRAFT HEINZ CO
TRIM -7%·0.1% book·+12
LENLENNAR CORP
TRIM -46%·0.1% book·−6
NRGNRG ENERGY INC
TRIM -21%·0.1% book·−6
NVRNVR INC
TRIM -50%·0.1% book·−5
ORCLORACLE CORP
TRIM -51%·0.1% book·−13
PULTEPULTE GROUP INC
TRIM -67%·0.1% book·−6
SHWSHERWIN WILLIAMS CO
TRIM -21%·0.1% book·−3
SNXTD SYNNEX CORPORATION
TRIM -7%·0.1% book·+3
VRTXVERTEX PHARMACEUTICALS INC
TRIM -41%·0.1% book·0
AAONAAON INC
TRIM -42%·0.0% book·−9
AARAAR CORP
TRIM -24%·0.0% book·−6
ASOACADEMY SPORTS & OUTDOORS IN
TRIM -39%·0.0% book·−5
ADEIAADEIA INC
TRIM -14%·0.0% book·−6
AECOMAECOM
TRIM -35%·0.0% book·−7
AGCOAGCO CORP
TRIM -36%·0.0% book·−6
AFRMAGILENT TECHNOLOGIES INC
TRIM -10%·0.0% book·−9
AMBEVAMBEV SA
TRIM -41%·0.0% book·−6
ARGANARGAN INC
TRIM -19%·0.0% book·+2
ARQARQ INC
TRIM -23%·0.0% book·−5
ATIATI INC
TRIM -81%·0.0% book·−5
BGCBGC GROUP INC
TRIM -16%·0.0% book·−8
BLOCKBLOCK INC
TRIM -79%·0.0% book·−10
BOXBOX INC
TRIM -28%·0.0% book·−7
BRADYBRADY CORP
TRIM -32%·0.0% book·−6
BRAZEBRAZE INC
TRIM -10%·0.0% book·−5
BRFBRF SA
TRIM -42%·0.0% book·−8
BBIOBRIDGEBIO PHARMA INC
TRIM -40%·0.0% book·−9
BLDRBUILDERS FIRSTSOURCE INC
TRIM -35%·0.0% book·−1
BXPBXP INC
TRIM -25%·0.0% book·−7
Showing top 50 · 87 smaller trims hidden
Exits · 9
Closed positions
ARCHARCH RESOURCES INC
EXIT·0.0% book·+11
BILLBILL HOLDINGS INC
EXIT·0.0% book·−6
CEIXCONSOL ENERGY INC NEW
EXIT·0.0% book·+3
NCINONCINO INC
EXIT·0.0% book·−5
NVENVE CORP
EXIT·0.0% book·−8
RHRH
EXIT·0.0% book·+2
TPGTPG INC
EXIT·0.0% book·−2
VTEXVTEX
EXIT·0.0% book·−6
ZUORAZUORA 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.