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
PCEF
Invesco Cef Income Composite E

ETFs
3.51K
+ 22.03%
$16.85 - $19.54 $59.1K - $68.5K
19.4K $379K
DJCO
Daily Journal Corp

Technology
157
+ 26.66%
$365.66 - $435.19 $57.4K - $68.3K
746 $314K
AXL
American Axle & Manufacturing Holdings Inc

Consumer Cyclical
19.4K
+ 30.55%
$3.1 - $4.72 $60.1K - $91.4K
82.8K $337K
WMG
Warner Music Group Corp.

Communication Services
4.58K
+ 40.18%
$25.91 - $31.32 $119K - $144K
16K $435K
MFA
Mfa Financial, Inc.

Real Estate
9.98K
+ 39.18%
$8.17 - $10.35 $81.5K - $103K
35.4K $335K
ED
Consolidated Edison Inc

Utilities
2.56K
+ 14.15%
$98.05 - $113.3 $251K - $290K
20.7K $2.07M
KEY
Keycorp

Financial Services
2.64K
+ 14.55%
$13.23 - $17.42 $35K - $46.1K
20.8K $362K
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
2.29K
+ 21.89%
$27.01 - $28.59 $61.9K - $65.5K
12.8K $364K
AGNC
Agnc Investment Corp.

Real Estate
10K
+ 17.89%
$8.12 - $9.49 $81.2K - $94.9K
65.9K $605K
DHT
Dht Holdings, Inc.

Energy
5.44K
+ 20.27%
$9.45 - $12.15 $51.4K - $66.1K
32.3K $348K
XERS
Xeris Biopharma Holdings, Inc.

Healthcare
16.5K
+ 101.86%
$3.95 - $5.16 $65.3K - $85.3K
32.8K $153K
CARS
Cars.Com Inc.

Consumer Cyclical
4.79K
+ 45.08%
$10.05 - $12.1 $48.2K - $58K
15.4K $182K
MAC
Macerich CO

Real Estate
4.14K
+ 35.01%
$13.24 - $17.71 $54.8K - $73.4K
16K $258K
RYTM
Rhythm Pharmaceuticals, Inc.

Healthcare
101
+ 2.13%
$46.95 - $68.11 $4.74K - $6.88K
4.85K $306K
ROIV
Roivant Sciences Ltd.

Healthcare
122
+ 0.31%
$9.08 - $11.62 $1.11K - $1.42K
39.1K $441K
CRCT
Cricut, Inc.

Technology
400
+ 1.42%
$4.11 - $6.77 $1.64K - $2.71K
28.6K $193K
AMRX
Amneal Pharmaceuticals, Inc.

Healthcare
7.53K
+ 14.3%
$6.97 - $8.23 $52.5K - $62K
60.2K $487K
NEAR
Blackrock Short Maturity Bond

ETFs
868
+ 21.59%
$50.41 - $51.17 $43.8K - $44.4K
4.89K $249K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
1.08K
+ 4.19%
$16.37 - $18.59 $17.7K - $20.1K
26.9K $496K
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
55.1K
+ 206.91%
$0.54 - $0.87 $29.8K - $48K
81.8K $57K
GDEN
Golden Entertainment, Inc.

Consumer Cyclical
407
+ 4.82%
$24.6 - $29.86 $10K - $12.2K
8.84K $260K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
1.69K
+ 13.31%
$23.54 - $27.53 $39.8K - $46.5K
14.4K $372K
CLNE
Clean Energy Fuels Corp.

Energy
14.1K
+ 92.87%
$1.32 - $2.08 $18.7K - $29.4K
29.4K $57K
BLDP
Ballard Power Systems Inc.

Industrials
16.4K
+ 116.91%
$1.02 - $1.79 $16.7K - $29.3K
30.4K $48K
CTSH
Cognizant Technology Solutions Corp

Technology
247
+ 2.72%
$66.47 - $81.81 $16.4K - $20.2K
9.31K $726K
LFST
Life Stance Health Group, Inc.

Healthcare
15.6K
+ 48.86%
$4.83 - $6.91 $75.4K - $108K
47.5K $245K
MLPA
Global X Mlp ETF

ETFs
827
+ 21.83%
$46.47 - $54.16 $38.4K - $44.8K
4.62K $231K
OZK
Bank Ozk

Financial Services
99
+ 1.76%
$37.58 - $47.34 $3.72K - $4.69K
5.73K $269K
EVRI
Everi Holdings Inc.

Consumer Cyclical
857
+ 3.85%
$13.27 - $14.24 $11.4K - $12.2K
23.1K $329K
ICVT
Ishares Tr Convertible Bond Et

ETFs
19
+ 0.55%
$78.98 - $90.1 $1.5K - $1.71K
3.45K $310K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
415
+ 3.33%
$45.12 - $46.23 $18.7K - $19.2K
12.9K $595K
ACT
Enact Holdings, Inc.

Financial Services
133
+ 2.29%
$31.91 - $37.44 $4.24K - $4.98K
5.94K $220K
ABBV
Abb Vie Inc.

Healthcare
4.28K
+ 13.18%
$170.16 - $206.27 $728K - $883K
36.8K $6.83M
JXN
Jackson Financial Inc.

Financial Services
2
+ 0.06%
$70.35 - $89.5 $141 - $179
3.6K $319K
BYND
Beyond Meat, Inc.

Consumer Defensive
2.15K
+ 12.87%
$2.28 - $3.49 $4.9K - $7.49K
18.8K $65K
SHEL
Shell PLC

Energy
432
+ 7.72%
$59.75 - $73.05 $25.8K - $31.6K
6.03K $424K
PARA
Paramount Global

Communication Services
219
+ 2.01%
$10.65 - $12.9 $2.33K - $2.83K
11.1K $143K
RGEN
Repligen Corp

Healthcare
618
+ 2.69%
$108.89 - $145.23 $67.3K - $89.8K
23.6K $2.93M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
381
+ 3.04%
$22.54 - $23.17 $8.59K - $8.83K
12.9K $296K
FYBR
Frontier Communications Parent, Inc.

Communication Services
25
+ 0.23%
$35.51 - $36.83 $888 - $921
10.8K $392K
TTE
Total Energies Se

Energy
108
+ 2.9%
N/A
3.83K $262K
AMPH
Amphastar Pharmaceuticals, Inc.

Healthcare
3.14K
+ 28.92%
$22.96 - $28.29 $72.2K - $88.9K
14K $321K
LOAN
Manhattan Bridge Capital, Inc

Real Estate
5.37K
+ 9.24%
$4.85 - $5.95 $26K - $32K
63.5K $347K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
348
+ 1.54%
$18.11 - $18.97 $6.3K - $6.6K
23K $433K
FCPT
Four Corners Property Trust, Inc.

Real Estate
473
+ 6.72%
$26.06 - $28.7 $12.3K - $13.6K
7.51K $202K
Global X Fds
216
+ 1.24%
N/A
17.7K $0
Cooper Cos Inc
6.81K
+ 133.94%
N/A
11.9K $0
Super Micro Computer Inc
22.2K
+ 27.38%
N/A
103K $0
Aegon LTD
378
+ 1.92%
N/A
20K $0
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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