Joel Greenblatt Incresed Positions in Q2 2025

Gotham Asset Management, LLC

  • $16.1 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BXP
Boston Properties Inc

Real Estate
17.8K
+ 86.53%
$56.86 - $74.12 $1.01M - $1.32M
38.3K $2.58M
ALKS
Alkermes Plc.

Healthcare
53.8K
+ 67.54%
$26.59 - $32.65 $1.43M - $1.76M
133K $3.82M
AWK
American Water Works Company, Inc.

Utilities
9.29K
+ 65.86%
$133.82 - $151.96 $1.24M - $1.41M
23.4K $3.26M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
6.33K
+ 57.34%
$144.63 - $179.53 $915K - $1.14M
17.4K $2.86M
BHF
Brighthouse Financial, Inc.

Financial Services
22.5K
+ 201.87%
$47.29 - $61.15 $1.06M - $1.38M
33.7K $1.81M
HBM
Hudbay Minerals Inc.

Basic Materials
61.8K
+ 36.97%
$6.09 - $10.7 $376K - $661K
229K $2.43M
CBRE
Cbre Group, Inc.

Real Estate
1.98K
+ 2.11%
$113.94 - $140.12 $225K - $277K
95.9K $13.4M
IWM
Ishares Russell 2000 ETF

ETFs
4.5K
+ 43.42%
$174.82 - $215.79 $787K - $972K
14.9K $3.21M
ASH
Ashland Global Holdings Inc

Basic Materials
31.5K
+ 63.65%
$46.53 - $57.87 $1.46M - $1.82M
80.9K $4.07M
SCHW
Schwab Charles Corp

Financial Services
7.98K
+ 25.62%
$69.06 - $91.24 $551K - $728K
39.1K $3.57M
MS
Morgan Stanley

Financial Services
2.72K
+ 8.97%
$99.83 - $140.86 $272K - $383K
33.1K $4.66M
LYB
Lyondell Basell Industries N.V.

Basic Materials
106K
+ 26.45%
$53.23 - $70.65 $5.65M - $7.5M
508K $29.4M
XRX
Xerox Holdings Corp

Technology
207K
+ 1138.45%
$3.64 - $5.95 $754K - $1.23M
225K $1.19M
CMPO
Compo Secure, Inc.

Industrials
67.1K
+ 140.97%
$9.65 - $14.46 $647K - $970K
115K $1.62M
MRCY
Mercury Systems Inc

Industrials
14.7K
+ 52.63%
$41.52 - $53.87 $612K - $794K
42.8K $2.3M
LQD
Ishares Iboxx $ Investment Gra

ETFs
9.17K
+ 9.29%
$105.23 - $109.61 $965K - $1M
108K $11.8M
CUZ
Cousins Properties Inc

Real Estate
28.8K
+ 6.89%
$25.15 - $30.53 $724K - $878K
446K $13.4M
FDX
Fedex Corp

Industrials
6.85K
+ 23.63%
$198.07 - $245.17 $1.36M - $1.68M
35.8K $8.14M
COLD
Americold Realty Trust

Real Estate
98.8K
+ 82.8%
$16.31 - $21.47 $1.61M - $2.12M
218K $3.63M
WFC
Wells Fargo & Company

Financial Services
2.93K
+ 2.95%
$60.98 - $80.12 $179K - $235K
102K $8.18M
PK
Park Hotels & Resorts Inc.

Real Estate
105K
+ 221.01%
$8.85 - $11.18 $928K - $1.17M
152K $1.56M
UPWK
Upwork, Inc

Industrials
74.2K
+ 59.77%
$11.8 - $17.5 $876K - $1.3M
198K $2.67M
AES
Aes Corp

Utilities
108K
+ 221.0%
$9.63 - $12.55 $1.04M - $1.36M
157K $1.65M
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
8.68K
+ 87.78%
$110.23 - $131.5 $957K - $1.14M
18.6K $2.3M
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
5.19K
+ 100.12%
$140.37 - $177.56 $728K - $921K
10.4K $1.78M
CI
Cigna Corp

Healthcare
2.83K
+ 4.44%
$301.89 - $340.04 $853K - $961K
66.5K $22M
SNPS
Synopsys Inc

Technology
1.53K
+ 53.66%
$380.9 - $517.66 $584K - $794K
4.39K $2.25M
PBI
Pitney Bowes Inc

Industrials
70.6K
+ 51.99%
$7.81 - $10.94 $551K - $772K
206K $2.25M
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
53.8K
+ 89.6%
$19.39 - $20.21 $1.04M - $1.09M
114K $2.23M
FOUR
Shift4 Payments, Inc.

Technology
260
+ 0.46%
$72.5 - $99.11 $18.9K - $25.8K
57.4K $5.69M
MWA
Mueller Water Products, Inc.

Industrials
47.2K
+ 54.89%
$22.82 - $27.21 $1.08M - $1.28M
133K $3.2M
F
Ford Motor CO

Consumer Cyclical
45.3K
+ 7.15%
$8.69 - $10.85 $394K - $491K
678K $7.36M
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
18.1K
+ 35.87%
$97.78 - $126.44 $1.77M - $2.29M
68.5K $7.27M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
9.44K
+ 226.69%
$107.83 - $119.94 $1.02M - $1.13M
13.6K $1.47M
BILL
Bill.Com Holdings, Inc.

Technology
20.9K
+ 91.23%
$37.81 - $48.03 $792K - $1.01M
43.9K $2.03M
IVE
Ishares S&P 500 Value ETF

ETFs
4.9K
+ 266.92%
$168.34 - $195.42 $825K - $957K
6.73K $1.32M
ATKR
Atkore Inc.

Industrials
11.4K
+ 78.15%
$52.02 - $71.15 $595K - $814K
26.1K $1.84M
SHOP
Shopify Inc.

Technology
7.15K
+ 105.58%
$76.89 - $115.35 $550K - $825K
13.9K $1.61M
PCAR
Paccar Inc

Industrials
10.2K
+ 99.77%
$86.4 - $99.09 $881K - $1.01M
20.4K $1.94M
PTGX
Protagonist Therapeutics, Inc

Healthcare
14.2K
+ 61.61%
$40.89 - $56.37 $581K - $801K
37.3K $2.06M
TU
Telus Corp

Communication Services
54.2K
+ 172.04%
$13.82 - $16.49 $749K - $894K
85.7K $1.38M
IVW
Ishares S&P 500 Growth ETF

ETFs
7.76K
+ 187.5%
$82.96 - $110.1 $644K - $854K
11.9K $1.31M
KTB
Kontoor Brands, Inc.

Consumer Cyclical
13.4K
+ 59.71%
$52.22 - $73.66 $698K - $984K
35.7K $2.36M
BAH
Booz Allen Hamilton Holding Corp

Industrials
8.96K
+ 21.79%
$99.97 - $129.69 $896K - $1.16M
50.1K $5.22M
CRM
Salesforce, Inc.

Technology
2.79K
+ 8.28%
$236.26 - $291.15 $658K - $811K
36.4K $9.94M
A
Agilent Technologies, Inc.

Healthcare
7.58K
+ 171.39%
$99.29 - $120.52 $753K - $914K
12K $1.42M
VLO
Valero Energy Corp

Energy
5.96K
+ 17.9%
$104.69 - $141.77 $624K - $845K
39.3K $5.28M
PGNY
Progyny, Inc.

Healthcare
40K
+ 338.15%
$20.52 - $23.42 $821K - $937K
51.9K $1.14M
SHC
Sotera Health CO

Healthcare
94.3K
+ 28.57%
$9.8 - $13.5 $924K - $1.27M
424K $4.72M
Activity Summary
Buys All Purchases 1145 New Holdings 227 Increased Positions 918 Sells All Sells 420 Reductions 420 Sold out 0 Options Calls 0 Puts 0
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