Joel Greenblatt Purchases in Q1 2025

Gotham Asset Management, LLC

  • $11.5 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AOS
Smith A O Corp

Industrials
32.6K
+ 58.64%
$65.16 - $72.69 $2.13M - $2.37M
88.2K $5.77M
XLV
Select Sector Spdr Fund Health

ETFs
13.4K
New
$137.61 - $149.68 $1.85M - $2.01M
13.4K $1.96M
NET
Cloudflare, Inc.

Technology
17K
+ 245.55%
$110.71 - $176.5 $1.89M - $3.01M
24K $2.7M
RGEN
Repligen Corp

Healthcare
16.2K
+ 242.41%
$127.24 - $174.24 $2.07M - $2.83M
22.9K $2.92M
MGA
Magna International Inc

Consumer Cyclical
59.6K
+ 627.97%
$33.99 - $41.85 $2.03M - $2.49M
69.1K $2.35M
EW
Edwards Lifesciences Corp

Healthcare
27.2K
+ 165.85%
$67.95 - $76.19 $1.85M - $2.08M
43.7K $3.16M
ROKU
Roku, Inc

Communication Services
29.1K
+ 99.18%
$67.36 - $99.07 $1.96M - $2.88M
58.5K $4.12M
NGD
New Gold Inc.

Basic Materials
17.8K
+ 1.2%
$2.54 - $3.71 $45.3K - $66.2K
1.51M $5.59M
SCI
Service Corp International

Consumer Cyclical
23.1K
+ 20.24%
$75.99 - $84.16 $1.76M - $1.94M
137K $11M
SYK
Stryker Corp

Healthcare
4.91K
+ 115.57%
$355.18 - $399.9 $1.74M - $1.96M
9.16K $3.41M
LEU
Centrus Energy Corp

Energy
29.6K
New
$62.21 - $119.74 $1.84M - $3.54M
29.6K $1.84M
RIG
Transocean Ltd.

Energy
613K
+ 329.5%
$2.67 - $4.28 $1.64M - $2.63M
800K $2.53M
WFC
Wells Fargo & Company

Financial Services
23.9K
+ 31.76%
$66.78 - $81.42 $1.6M - $1.95M
99.2K $7.12M
IYW
Ishares Dj Us Tech ETF

ETFs
13K
New
$140.44 - $166.79 $1.83M - $2.17M
13K $1.83M
HSY
Hershey CO

Consumer Defensive
10.6K
+ 352.67%
$144.74 - $186.36 $1.54M - $1.98M
13.7K $2.34M
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
36.9K
+ 24.72%
$87.72 - $111.91 $3.24M - $4.13M
186K $16.9M
ADC
Agree Realty Corp

Real Estate
23.3K
New
$68.36 - $77.19 $1.6M - $1.8M
23.3K $1.8M
SNA
Snap On Inc

Industrials
5.55K
+ 19.86%
$324.09 - $358.62 $1.8M - $1.99M
33.5K $11.3M
NYT
New York Times CO

Communication Services
36.4K
+ 531.38%
$46.9 - $55.89 $1.71M - $2.04M
43.3K $2.15M
VB
Vanguard Small Cap ETF

ETFs
8.24K
+ 364.09%
$217.89 - $252.64 $1.8M - $2.08M
10.5K $2.33M
GVA
Granite Construction Inc

Industrials
26K
+ 181.37%
$70.98 - $94.81 $1.84M - $2.46M
40.3K $3.04M
SJM
J M Smucker CO

Consumer Defensive
9.54K
+ 12.21%
$100.41 - $118.41 $958K - $1.13M
87.7K $10.4M
LLY
Eli Lilly & CO

Healthcare
1.77K
+ 30.59%
$725.72 - $929.72 $1.28M - $1.64M
7.55K $6.23M
ABBV
Abb Vie Inc.

Healthcare
4.11K
+ 14.46%
$169.2 - $216.66 $695K - $889K
32.5K $6.81M
ALKS
Alkermes Plc.

Healthcare
48.7K
+ 157.52%
$28.08 - $36.0 $1.37M - $1.75M
79.7K $2.63M
DLTR
Dollar Tree, Inc.

Consumer Defensive
23K
+ 51.63%
$61.92 - $76.95 $1.43M - $1.77M
67.7K $5.08M
GNR
Spdr S&P Global Natural Resour

ETFs
32.5K
New
$50.12 - $54.48 $1.63M - $1.77M
32.5K $1.73M
GSPY
Tidal ETF Tr Gotham Enhanced 5

ETFs
650K
+ 4.27%
$30.31 - $33.52 $19.7M - $21.8M
15.9M $488M
EHC
Encompass Health Corp

Healthcare
16.5K
+ 302.16%
$91.05 - $102.2 $1.5M - $1.69M
22K $2.23M
DCI
Donaldson CO Inc

Industrials
26.3K
+ 17.54%
$66.51 - $72.28 $1.75M - $1.9M
176K $11.8M
BC
Brunswick Corp

Consumer Cyclical
33.1K
+ 502.96%
$53.49 - $70.51 $1.77M - $2.34M
39.7K $2.14M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
3.2K
New
$522.96 - $601.18 $1.67M - $1.92M
3.2K $1.71M
WEC
Wec Energy Group, Inc.

Utilities
4.06K
+ 4.87%
$92.12 - $108.98 $374K - $442K
87.3K $9.51M
VST
Vistra Corp.

Utilities
25.4K
+ 39.9%
$108.49 - $191.89 $2.76M - $4.88M
89.1K $10.5M
INGR
Ingredion Inc

Consumer Defensive
14.5K
+ 11.93%
$125.6 - $137.36 $1.82M - $1.99M
136K $18.4M
WMB
Williams Companies, Inc.

Energy
27.3K
+ 365.68%
$54.02 - $61.09 $1.47M - $1.67M
34.7K $2.08M
XLY
Select Sector Spdr Consumer Di

ETFs
8.38K
New
$192.6 - $233.2 $1.61M - $1.96M
8.38K $1.66M
ZTS
Zoetis Inc.

Healthcare
9.96K
+ 124.91%
$156.48 - $175.67 $1.56M - $1.75M
17.9K $2.95M
MU
Micron Technology Inc

Technology
15K
+ 12.61%
$86.89 - $109.38 $1.3M - $1.64M
134K $11.6M
RL
Ralph Lauren Corp

Consumer Cyclical
11.9K
+ 12.17%
$215.68 - $286.74 $2.56M - $3.4M
109K $24.2M
UPWK
Upwork, Inc

Industrials
124K
New
$12.34 - $17.44 $1.53M - $2.17M
124K $1.62M
GDDY
Go Daddy Inc.

Technology
10.6K
+ 60.12%
$172.13 - $214.35 $1.83M - $2.28M
28.3K $5.1M
ITT
Itt Inc.

Industrials
18.2K
+ 32.97%
$128.71 - $153.88 $2.34M - $2.8M
73.4K $9.48M
SNDA
Sonida Senior Living, Inc.

Healthcare
68.4K
New
$21.34 - $25.8 $1.46M - $1.76M
68.4K $1.59M
REG
Regency Centers Corp

Real Estate
21.5K
+ 608.02%
$68.83 - $77.74 $1.48M - $1.67M
25K $1.84M
UNM
Unum Group

Financial Services
17.2K
+ 80.5%
$71.8 - $83.34 $1.24M - $1.43M
38.6K $3.14M
CHH
Choice Hotels International Inc

Consumer Cyclical
12.5K
+ 137.9%
$127.89 - $155.97 $1.6M - $1.95M
21.6K $2.87M
CGNX
Cognex Corp

Technology
58.2K
+ 214.29%
$29.83 - $41.02 $1.74M - $2.39M
85.4K $2.55M
ATO
Atmos Energy Corp

Utilities
9.76K
+ 286.52%
$136.51 - $154.58 $1.33M - $1.51M
13.2K $2.04M
Activity Summary
Buys All Purchases 1050 New Holdings 269 Increased Positions 781 Sells All Sells 449 Reductions 449 Sold out 0 Options Calls 0 Puts 0
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