Joel Greenblatt Purchases in Q2 2025

Gotham Asset Management, LLC

  • $16.1 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CHTR
Charter Communications, Inc.

Communication Services
2.08K
+ 8.96%
$321.68 - $427.25 $668K - $887K
25.2K $10.3M
EVRG
Evergy, Inc.

Utilities
26K
+ 6.37%
$64.06 - $69.64 $1.66M - $1.81M
434K $29.9M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
6.11K
+ 637.37%
$224.16 - $285.86 $1.37M - $1.75M
7.06K $2.02M
MVST
Microvast Holdings, Inc.

Industrials
472K
+ 2251.64%
$1.55 - $4.63 $731K - $2.18M
493K $1.79M
VZ
Verizon Communications Inc

Communication Services
54.4K
+ 19.02%
$41.67 - $45.62 $2.27M - $2.48M
341K $14.7M
HRI
Herc Holdings Inc

Industrials
13.3K
New
$102.34 - $142.19 $1.36M - $1.89M
13.3K $1.75M
ESAB
Esab Corp

Industrials
14K
+ 88.99%
$104.48 - $130.25 $1.46M - $1.82M
29.7K $3.58M
CPRI
Capri Holdings LTD

Consumer Cyclical
105K
+ 185.16%
$12.48 - $19.63 $1.31M - $2.07M
162K $2.87M
KHC
Kraft Heinz CO

Consumer Defensive
130K
+ 37.25%
$25.61 - $30.81 $3.33M - $4M
479K $12.4M
HQY
Healthequity, Inc.

Healthcare
16.7K
New
$76.77 - $113.06 $1.28M - $1.88M
16.7K $1.74M
CB
Chubb LTD

Financial Services
8.04K
+ 16.38%
$274.32 - $302.46 $2.21M - $2.43M
57.1K $16.5M
WTM
White Mountains Insurance Group LTD

Financial Services
960
New
$1699.35 - $1901.99 $1.63M - $1.83M
960 $1.72M
BTU
Peabody Energy Corp

Energy
128K
+ 305.17%
$10.31 - $15.28 $1.32M - $1.96M
171K $2.29M
MORN
Morningstar, Inc.

Financial Services
5.29K
+ 128.8%
$255.31 - $313.93 $1.35M - $1.66M
9.39K $2.95M
SBAC
Sba Communications Corp

Real Estate
6.17K
+ 39.49%
$208.57 - $243.4 $1.29M - $1.5M
21.8K $5.11M
ACMR
Acm Research, Inc.

Technology
64.8K
New
$18.33 - $26.51 $1.19M - $1.72M
64.8K $1.68M
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
149K
+ 21.0%
$8.28 - $9.42 $1.23M - $1.4M
859K $8.08M
WING
Wingstop Inc.

Consumer Cyclical
4.94K
New
$210.24 - $381.46 $1.04M - $1.89M
4.94K $1.66M
WYNN
Wynn Resorts LTD

Consumer Cyclical
8.31K
+ 9.67%
$66.1 - $97.75 $549K - $812K
94.2K $8.82M
HURN
Huron Consulting Group Inc.

Industrials
12.3K
+ 160.89%
$132.14 - $153.61 $1.62M - $1.89M
19.9K $2.74M
ETR
Entergy Corp

Utilities
20K
+ 199.44%
$79.01 - $86.61 $1.58M - $1.73M
30K $2.5M
VEA
Vanguard Ftse Developed Market

ETFs
2.82K
+ 1.18%
$45.65 - $57.01 $129K - $161K
242K $13.8M
AEIS
Advanced Energy Industries Inc

Industrials
11.6K
+ 445.19%
$79.03 - $133.84 $918K - $1.55M
14.2K $1.88M
FIS
Fidelity National Information Services, Inc.

Technology
19.1K
+ 176.28%
$68.14 - $82.13 $1.3M - $1.57M
30K $2.44M
MEOH
Methanex Corp

Basic Materials
49K
New
$25.87 - $37.31 $1.27M - $1.83M
49K $1.62M
MYRG
Myr Group Inc.

Industrials
8.92K
New
$101.85 - $182.61 $908K - $1.63M
8.92K $1.62M
HEI
Heico Corp

Industrials
2.95K
+ 28.04%
$236.44 - $328.0 $698K - $968K
13.5K $4.42M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
28.2K
+ 227.71%
$43.53 - $54.46 $1.23M - $1.54M
40.6K $2.21M
CHK
Chesapeake Energy Corp

Energy
18.8K
+ 10.6%
N/A
196K $16.8M
GPI
Group 1 Automotive Inc

Consumer Cyclical
3.53K
+ 303.79%
$372.3 - $448.86 $1.31M - $1.58M
4.69K $2.05M
LYV
Live Nation Entertainment, Inc.

Communication Services
10.2K
+ 373.04%
$118.81 - $151.28 $1.21M - $1.54M
12.9K $1.96M
QTWO
Q2 Holdings, Inc.

Technology
13.2K
+ 49.17%
$68.72 - $95.27 $905K - $1.25M
39.9K $3.74M
KKR
Kkr & Co. Inc.

Financial Services
6.22K
+ 14.17%
$92.79 - $134.29 $577K - $836K
50.1K $6.67M
IEX
Idex Corp

Industrials
9.12K
+ 501.1%
$160.66 - $191.29 $1.47M - $1.74M
10.9K $1.92M
COF
Capital One Financial Corp

Financial Services
6.18K
+ 79.17%
$150.57 - $212.76 $931K - $1.32M
14K $2.98M
REVG
Rev Group, Inc.

Industrials
27.5K
+ 165.27%
$28.82 - $47.59 $793K - $1.31M
44.2K $2.1M
PSN
Parsons Corp

Industrials
15.8K
+ 45.37%
$58.88 - $71.77 $931K - $1.14M
50.7K $3.64M
O
Realty Income Corp

Real Estate
27.9K
+ 32.95%
$52.27 - $58.52 $1.46M - $1.63M
112K $6.48M
ROL
Rollins Inc

Consumer Cyclical
27.3K
+ 262.45%
$50.65 - $58.58 $1.38M - $1.6M
37.6K $2.12M
AI
C3.Ai, Inc.

Technology
63.2K
New
$18.24 - $27.8 $1.15M - $1.76M
63.2K $1.55M
EFX
Equifax Inc

Industrials
5.88K
+ 358.16%
$205.5 - $280.54 $1.21M - $1.65M
7.52K $1.95M
AAL
American Airlines Group Inc.

Industrials
140K
+ 231.65%
N/A
200K $2.21M
IBKR
Interactive Brokers Group, Inc.

Financial Services
82.3K
+ 300.0%
$50.53 - $212.53 $4.16M - $17.5M
110K $6.08M
SNCY
Sun Country Airlines Holdings, Inc.

Industrials
130K
New
$8.21 - $12.77 $1.07M - $1.67M
130K $1.53M
EQR
Equity Residential

Real Estate
24.6K
+ 70.65%
$61.82 - $71.72 $1.52M - $1.76M
59.4K $4.01M
TWLO
Twilio Inc

Communication Services
4.36K
+ 11.85%
$81.34 - $124.36 $355K - $542K
41.2K $5.12M
CALM
Cal Maine Foods Inc

Consumer Defensive
13K
+ 52.66%
$90.17 - $103.07 $1.17M - $1.34M
37.6K $3.75M
PTCT
Ptc Therapeutics, Inc.

Healthcare
30.8K
+ 642.27%
$36.19 - $52.13 $1.12M - $1.61M
35.6K $1.74M
SYK
Stryker Corp

Healthcare
3.23K
+ 35.24%
$337.37 - $395.63 $1.09M - $1.28M
12.4K $4.9M
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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