Joel Greenblatt Incresed Positions in Q1 2025

Gotham Asset Management, LLC

  • $11.5 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AEP
American Electric Power CO Inc

Utilities
2.92K
+ 124.97%
$90.32 - $109.27 $264K - $319K
5.25K $573K
ALG
Alamo Group Inc

Industrials
2.16K
+ 59.69%
$172.9 - $190.49 $374K - $412K
5.79K $1.03M
ESTC
Elastic N.V.

Technology
4.57K
+ 90.62%
$89.1 - $117.76 $407K - $538K
9.62K $856K
MORN
Morningstar, Inc.

Financial Services
1.51K
+ 58.15%
$282.49 - $334.73 $426K - $505K
4.1K $1.23M
YOU
Clear Secure, Inc.

Technology
14.3K
+ 60.08%
$22.12 - $27.62 $316K - $395K
38.1K $986K
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
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
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
8.36K
+ 21.45%
$19.53 - $25.74 $163K - $215K
47.3K $1.15M
WM
Waste Management Inc

Industrials
800
+ 17.85%
$200.54 - $233.78 $160K - $187K
5.28K $1.22M
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
DOLE
Dole PLC

Consumer Defensive
19.3K
+ 86.18%
$12.31 - $14.86 $238K - $287K
41.7K $602K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
10.1K
+ 78.07%
$36.64 - $45.76 $371K - $463K
23.1K $865K
AWR
American States Water CO

Utilities
3.67K
+ 54.92%
$70.84 - $80.98 $260K - $297K
10.4K $814K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
149
+ 14.86%
$1227.6 - $1458.46 $183K - $217K
1.15K $1.56M
WOLF
Wolfspeed, Inc.

Technology
155K
+ 299.45%
$2.59 - $7.48 $401K - $1.16M
207K $632K
SHOP
Shopify Inc.

Technology
3.19K
+ 88.98%
$90.59 - $129.31 $289K - $412K
6.77K $646K
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
PEN
Penumbra Inc

Healthcare
843
+ 72.86%
$237.28 - $303.76 $200K - $256K
2K $534K
PEAK
Healthpeak Properties, Inc.

Real Estate
13.6K
+ 11.02%
N/A
137K $2.6M
CMS
Cms Energy Corp

Utilities
2.24K
+ 22.49%
$64.99 - $75.11 $146K - $168K
12.2K $915K
SHW
Sherwin Williams CO

Basic Materials
636
+ 26.21%
$330.16 - $365.55 $210K - $232K
3.06K $1.07M
CLH
Clean Harbors Inc

Industrials
6.26K
+ 20.9%
$188.14 - $246.1 $1.18M - $1.54M
36.2K $7.13M
CNK
Cinemark Holdings, Inc.

Communication Services
19K
+ 50.24%
$23.74 - $33.06 $452K - $629K
56.9K $1.42M
FSLR
First Solar, Inc.

Technology
3.1K
+ 102.72%
$126.34 - $197.73 $392K - $613K
6.12K $773K
GDRX
Good Rx Holdings, Inc.

Healthcare
54.1K
+ 306.11%
$4.15 - $5.13 $225K - $278K
71.8K $316K
GMS
Gms Inc.

Industrials
4.18K
+ 67.26%
$70.36 - $86.13 $294K - $360K
10.4K $760K
SR
Spire Inc

Utilities
2.35K
+ 51.49%
$65.62 - $78.25 $154K - $184K
6.91K $540K
UNF
Unifirst Corp

Industrials
1.21K
+ 17.03%
$169.33 - $230.5 $204K - $278K
8.3K $1.44M
CDAY
Ceridian Hcm Holding Inc.

Technology
3.51K
+ 117.56%
N/A
6.49K $419K
AEO
American Eagle Outfitters Inc

Consumer Cyclical
38.7K
+ 82.99%
$10.98 - $17.34 $425K - $671K
85.3K $991K
RRC
Range Resources Corp

Energy
4.57K
+ 60.38%
$35.22 - $41.29 $161K - $188K
12.1K $484K
PLXS
Plexus Corp

Technology
5.62K
+ 31.31%
$120.51 - $170.49 $677K - $958K
23.6K $3.02M
NSIT
Insight Enterprises Inc

Technology
1.41K
+ 42.0%
$149.36 - $174.13 $211K - $246K
4.78K $716K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
11.5K
+ 80.04%
$15.88 - $17.78 $183K - $204K
25.9K $451K
JBI
Janus International Group, Inc.

Industrials
28.4K
+ 70.61%
$6.95 - $9.11 $198K - $259K
68.7K $494K
SEE
Sealed Air Corp

Consumer Cyclical
10.9K
+ 43.58%
$28.9 - $35.65 $315K - $388K
35.9K $1.04M
FORM
Formfactor Inc

Technology
9.55K
+ 177.95%
$28.29 - $47.24 $270K - $451K
14.9K $421K
PTEN
Patterson Uti Energy Inc

Energy
22.7K
+ 26.0%
$7.15 - $9.45 $162K - $214K
110K $903K
DXC
Dxc Technology CO

Technology
40.1K
+ 23.43%
$16.43 - $22.61 $660K - $908K
211K $3.61M
MEDP
Medpace Holdings, Inc.

Healthcare
1.1K
+ 19.14%
$304.69 - $360.97 $335K - $397K
6.85K $2.09M
SCHW
Schwab Charles Corp

Financial Services
547
+ 1.79%
$71.24 - $83.64 $39K - $45.8K
31.2K $2.44M
ORA
Ormat Technologies, Inc.

Utilities
1.87K
+ 14.0%
$62.47 - $72.93 $117K - $137K
15.3K $1.08M
IXN
Ishares Global Information Tec

ETFs
3.04K
+ 48.21%
$75.73 - $88.4 $231K - $269K
9.36K $708K
WFG
West Fraser Timber Co., LTD

Basic Materials
2.83K
+ 55.43%
$75.63 - $92.16 $214K - $261K
7.93K $609K
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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