Joel Greenblatt Purchases in Q1 2025

Gotham Asset Management, LLC

  • $11.5 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
YOU
Clear Secure, Inc.

Technology
14.3K
+ 60.08%
$22.12 - $27.62 $316K - $395K
38.1K $986K
IVE
Ishares S&P 500 Value ETF

ETFs
1.84K
New
$185.78 - $198.58 $341K - $364K
1.84K $349K
HLX
Helix Energy Solutions Group Inc

Energy
41.8K
New
$7.76 - $9.68 $324K - $404K
41.8K $347K
CASY
Caseys General Stores Inc

Consumer Cyclical
643
+ 36.87%
$378.71 - $442.54 $244K - $285K
2.39K $1.04M
BMI
Badger Meter Inc

Technology
2.13K
+ 75.19%
$189.49 - $221.51 $403K - $471K
4.96K $942K
PSMT
Pricesmart Inc

Consumer Defensive
3.9K
New
$82.4 - $94.86 $321K - $370K
3.9K $342K
UI
Ubiquiti Inc.

Technology
3.37K
+ 10.42%
$300.93 - $431.11 $1.01M - $1.45M
35.7K $11.1M
SPLB
Spdr Portfolio Long Term Corpo

ETFs
9.82K
+ 2.9%
$21.73 - $23.02 $213K - $226K
348K $7.86M
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
12.7K
New
$25.34 - $26.96 $322K - $342K
12.7K $336K
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
8.36K
+ 21.45%
$19.53 - $25.74 $163K - $215K
47.3K $1.15M
BCRX
Biocryst Pharmaceuticals Inc

Healthcare
44.1K
New
$7.06 - $9.39 $311K - $414K
44.1K $330K
IEX
Idex Corp

Industrials
1.82K
New
$178.23 - $224.31 $324K - $408K
1.82K $329K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
5.98K
+ 85.11%
$54.25 - $57.64 $324K - $345K
13K $716K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
22.4K
New
$12.61 - $14.92 $283K - $334K
22.4K $321K
WM
Waste Management Inc

Industrials
800
+ 17.85%
$200.54 - $233.78 $160K - $187K
5.28K $1.22M
QUBT
Quantum Computing Inc.

Technology
39.6K
New
$4.46 - $18.76 $177K - $743K
39.6K $316K
MATX
Matson, Inc.

Industrials
3.15K
+ 21.34%
$127.06 - $149.06 $400K - $470K
17.9K $2.3M
TTC
Toro CO

Industrials
5.95K
+ 34.43%
$71.86 - $87.28 $427K - $519K
23.2K $1.69M
ORLA
Orla Mining Ltd.

Basic Materials
24.4K
+ 125.64%
$5.49 - $9.35 $134K - $228K
43.8K $409K
DIOD
Diodes Inc

Technology
7K
New
$43.17 - $65.74 $302K - $460K
7K $301K
DOLE
Dole PLC

Consumer Defensive
19.3K
+ 86.18%
$12.31 - $14.86 $238K - $287K
41.7K $602K
EQX
Equinox Gold Corp.

Basic Materials
43.2K
New
$5.09 - $7.16 $220K - $309K
43.2K $297K
VVI
Viad Corp

Industrials
7.26K
New
$38.76 - $41.63 $281K - $302K
7.26K $297K
AWR
American States Water CO

Utilities
3.67K
+ 54.92%
$70.84 - $80.98 $260K - $297K
10.4K $814K
AORT
Artivion, Inc.

Healthcare
12K
New
$23.19 - $31.7 $279K - $382K
12K $295K
CELH
Celsius Holdings, Inc.

Consumer Defensive
8.29K
New
$21.28 - $35.62 $176K - $295K
8.29K $295K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
10.1K
+ 78.07%
$36.64 - $45.76 $371K - $463K
23.1K $865K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
149
+ 14.86%
$1227.6 - $1458.46 $183K - $217K
1.15K $1.56M
MFC
Manulife Financial Corp

Financial Services
9.37K
New
$28.41 - $31.82 $266K - $298K
9.37K $291K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.75K
New
$165.25 - $224.62 $290K - $394K
1.75K $291K
MGK
Vanguard Mega Cap Growth ETF

ETFs
936
New
$307.43 - $357.48 $288K - $335K
936 $289K
WOLF
Wolfspeed, Inc.

Technology
155K
+ 299.45%
$2.59 - $7.48 $401K - $1.16M
207K $632K
ITGR
Integer Holdings Corp

Healthcare
2.43K
New
$115.16 - $144.36 $280K - $351K
2.43K $286K
FXG
First Tr Exchange Traded First

ETFs
4.36K
New
$62.56 - $65.85 $273K - $287K
4.36K $284K
TWI
Titan International Inc

Industrials
33.7K
New
$6.59 - $9.22 $222K - $311K
33.7K $282K
EQNR
Equinor Asa

Energy
10.6K
New
$22.37 - $26.45 $238K - $281K
10.6K $280K
VTWG
Vanguard Russell 2000 Growth E

ETFs
1.5K
New
$185.73 - $221.19 $279K - $332K
1.5K $279K
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
21.8K
New
$12.06 - $13.55 $262K - $295K
21.8K $277K
RAMP
Live Ramp Holdings, Inc.

Technology
10.6K
New
$25.18 - $35.61 $267K - $377K
10.6K $276K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
3.81K
New
$69.15 - $74.69 $263K - $285K
3.81K $272K
MIRM
Mirum Pharmaceuticals, Inc.

Healthcare
6.04K
New
$41.32 - $53.16 $250K - $321K
6.04K $272K
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
3.62K
New
$60.74 - $73.87 $220K - $267K
3.62K $267K
SHOP
Shopify Inc.

Technology
3.19K
+ 88.98%
$90.59 - $129.31 $289K - $412K
6.77K $646K
BJRI
B Js Restaurants Inc

Consumer Cyclical
7.72K
New
$31.53 - $38.63 $243K - $298K
7.72K $264K
PGNY
Progyny, Inc.

Healthcare
11.8K
New
$17.43 - $23.88 $206K - $283K
11.8K $264K
AUPH
Aurinia Pharmaceuticals Inc.

Healthcare
38K
+ 84.54%
$7.55 - $8.77 $287K - $334K
83K $667K
BK
Bank Of New York Mellon Corp

Financial Services
714
+ 2.49%
$75.42 - $88.95 $53.8K - $63.5K
29.4K $2.47M
IYE
Ishares Tr

ETFs
5.31K
New
$45.23 - $49.95 $240K - $265K
5.31K $261K
MFA
Mfa Financial, Inc.

Real Estate
25.5K
New
$9.53 - $11.0 $243K - $280K
25.5K $261K
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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