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
PEP
Pepsico Inc

Consumer Defensive
26.5K
+ 60.54%
$128.02 - $151.37 $3.4M - $4.01M
70.3K $9.29M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
29.5K
+ 20.88%
$91.43 - $91.74 $2.7M - $2.71M
171K $15.7M
PAAS
Pan American Silver Corp

Basic Materials
78.4K
+ 43.61%
$21.49 - $29.35 $1.68M - $2.3M
258K $7.33M
MSGS
Madison Square Garden Sports Corp.

Communication Services
7.92K
+ 11.26%
$175.61 - $208.95 $1.39M - $1.65M
78.2K $16.3M
MKTX
Marketaxess Holdings Inc

Financial Services
11.7K
+ 769.34%
$203.19 - $231.09 $2.38M - $2.7M
13.2K $2.95M
DOCS
Doximity, Inc.

Healthcare
39.3K
+ 63.68%
$50.71 - $61.34 $1.99M - $2.41M
101K $6.2M
TTD
Trade Desk, Inc.

Technology
31.4K
+ 151.48%
$45.27 - $79.4 $1.42M - $2.49M
52.1K $3.75M
BCE
Bce Inc

Communication Services
118K
+ 390.94%
$20.87 - $22.95 $2.46M - $2.7M
148K $3.28M
MTN
Vail Resorts Inc

Consumer Cyclical
16.6K
+ 158.16%
$131.42 - $164.64 $2.18M - $2.73M
27.1K $4.26M
HOG
Harley Davidson, Inc.

Consumer Cyclical
118K
+ 93.03%
$20.82 - $25.94 $2.46M - $3.06M
245K $5.77M
MGM
Mgm Resorts International

Consumer Cyclical
57.7K
+ 50.85%
$25.79 - $34.95 $1.49M - $2.02M
171K $5.89M
CAG
Conagra Brands Inc.

Consumer Defensive
294K
+ 51.96%
$20.4 - $26.78 $6M - $7.87M
860K $17.6M
ADSK
Autodesk, Inc.

Technology
10.2K
+ 74.33%
N/A
23.8K $5.86M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
36.3K
+ 487.32%
$67.83 - $92.33 $2.46M - $3.35M
43.8K $3.18M
RS
Reliance Steel & Aluminum CO

Basic Materials
6.75K
+ 46.11%
$262.08 - $316.81 $1.77M - $2.14M
21.4K $6.71M
ODFL
Old Dominion Freight Line, Inc.

Industrials
15.6K
+ 99.19%
$146.74 - $176.07 $2.29M - $2.75M
31.3K $5.08M
JBHT
Hunt J B Transport Services Inc

Industrials
17.6K
+ 146.18%
$124.73 - $152.78 $2.2M - $2.69M
29.7K $4.27M
EXAS
Exact Sciences Corp

Healthcare
32.4K
+ 42.26%
$40.31 - $58.08 $1.3M - $1.88M
109K $5.79M
RNR
Renaissancere Holdings LTD

Financial Services
10.1K
+ 127.72%
$220.37 - $253.95 $2.22M - $2.55M
17.9K $4.36M
EGP
Eastgroup Properties Inc

Real Estate
14.9K
+ 222.39%
$145.28 - $176.09 $2.17M - $2.63M
21.7K $3.62M
MRK
Merck & Co., Inc.

Healthcare
83.7K
+ 21.16%
$73.47 - $87.12 $6.15M - $7.29M
479K $37.9M
CARG
Car Gurus, Inc.

Communication Services
71.5K
+ 833.92%
$25.19 - $33.64 $1.8M - $2.41M
80.1K $2.68M
MEDP
Medpace Holdings, Inc.

Healthcare
7.52K
+ 109.75%
$277.23 - $315.28 $2.09M - $2.37M
14.4K $4.51M
BAC
Bank Of America Corp

Financial Services
25.4K
+ 11.88%
$34.39 - $47.46 $872K - $1.2M
239K $11.3M
AMT
American Tower Corp

Real Estate
9.61K
+ 12.32%
$203.96 - $228.19 $1.96M - $2.19M
87.6K $19.4M
XOM
Exxon Mobil Corp

Energy
33.4K
+ 30.39%
$99.93 - $119.04 $3.34M - $3.98M
143K $15.4M
FAF
First American Financial Corp

Financial Services
41.3K
+ 93.7%
$54.11 - $67.0 $2.24M - $2.77M
85.4K $5.25M
TRP
Tc Energy Corp

Energy
45.2K
+ 50.04%
$44.48 - $51.4 $2.01M - $2.32M
135K $6.61M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
94.2K
+ 14.22%
$32.56 - $35.71 $3.07M - $3.36M
756K $25M
VB
Vanguard Small Cap ETF

ETFs
9.21K
+ 87.68%
$193.73 - $237.37 $1.78M - $2.19M
19.7K $4.67M
RELY
Remitly Global, Inc.

Technology
128K
+ 390.57%
$18.65 - $24.49 $2.39M - $3.13M
161K $3.02M
EFA
Ishares Tr Msci Eafe ETF

ETFs
21.1K
+ 37.05%
$72.96 - $90.39 $1.54M - $1.91M
78.2K $6.99M
CWAN
Clearwater Analytics Holdings, Inc.

Technology
118K
+ 218.39%
$21.27 - $26.73 $2.51M - $3.15M
172K $3.77M
ADI
Analog Devices Inc

Technology
4.67K
+ 14.44%
$164.6 - $238.02 $769K - $1.11M
37K $8.81M
XLF
Financial Sector Spdr

ETFs
41.8K
+ 129.42%
$43.92 - $52.37 $1.84M - $2.19M
74.2K $3.88M
BSY
Bentley Systems Inc

Technology
27.5K
+ 51.46%
$38.62 - $53.97 $1.06M - $1.48M
81K $4.37M
VT
Vanguard Total World Stk Index

ETFs
11.2K
+ 17.42%
$103.16 - $128.52 $1.16M - $1.44M
75.5K $9.71M
BAX
Baxter International Inc

Healthcare
110K
+ 39.9%
$27.8 - $34.02 $3.06M - $3.74M
386K $11.7M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
43.1K
+ 425.68%
$50.56 - $59.57 $2.18M - $2.57M
53.3K $2.76M
WPM
Wheaton Precious Metals Corp.

Basic Materials
21.8K
+ 104.2%
$70.56 - $92.75 $1.54M - $2.02M
42.7K $3.84M
DTE
Dte Energy CO

Utilities
19K
+ 35.94%
$127.39 - $139.49 $2.42M - $2.65M
71.8K $9.51M
QBTS
D Wave Quantum Inc.

Technology
133K
+ 406.04%
$6.22 - $19.04 $827K - $2.53M
166K $2.43M
KMB
Kimberly Clark Corp

Consumer Defensive
31.7K
+ 21.99%
$126.84 - $145.22 $4.02M - $4.61M
176K $22.7M
W
Wayfair Inc.

Consumer Cyclical
36.2K
+ 218.51%
$24.14 - $51.22 $875K - $1.86M
52.8K $2.7M
CVS
Cvs Health Corp

Healthcare
28.8K
+ 19.53%
$60.04 - $70.18 $1.73M - $2.02M
176K $12.2M
VGT
Vanguard Information Technolog

ETFs
1.48K
+ 15.18%
$470.37 - $663.28 $697K - $982K
11.2K $7.45M
MKC
Mccormick & CO Inc

Consumer Defensive
44K
+ 24.26%
$71.11 - $82.25 $3.13M - $3.61M
225K $17.1M
NOV
Nov Inc.

Energy
295K
+ 53.53%
$11.11 - $15.41 $3.27M - $4.54M
845K $10.5M
YELP
Yelp Inc

Communication Services
64.1K
+ 218.23%
$32.56 - $40.93 $2.09M - $2.62M
93.5K $3.2M
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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