About Joel Greenblatt
Joel Greenblatt is an American academic, hedge fund manager, and author. He is a professor at Columbia Business School and the co-founder of Gotham Asset Management. Greenblatt is famous for his book, "The Little Book That Beats the Market," which introduced his "Magic Formula" for investing to the general public. He is highly regarded for his ability to explain complex investment concepts in a simple, accessible way.
Joel Greenblatt Top Holdings of 2025-06-30
| Ticker | Name | Shares | Value | % of Portfolio | Time Held | % Change |
|---|---|---|---|---|---|---|
| 4.36 M | $2.69 B | 16.10% | 4.5 Years | +32.13% | ||
| 15.87 M | $538.44 M | 3.22% | 3.7 Years | 0.00% | ||
| 2.27 M | $358.88 M | 2.15% | 6 Years | +6.61% | ||
| 890,230 | $182.65 M | 1.09% | >10 Years | +12.02% | ||
| 272,313 | $169.08 M | 1.01% | 3 Years | -0.20% | ||
| 718,439 | $157.62 M | 0.94% | 7.5 Years | -0.51% | ||
| 567,931 | $127.09 M | 0.76% | 2.7 Years | +0.04% | ||
| 251,165 | $124.93 M | 0.75% | 8 Years | +5.12% | ||
| 3.48 M | $83.76 M | 0.50% | 2.7 Years | 0.00% | ||
| 460,354 | $81.13 M | 0.49% | 9 Years | +8.30% |
Recent Moves
Significant New Position
+165,240 Shares | +$10.3 M Value
Continues to build a major stake in the sector
2025 Q2
Added to Core Holding
+1.06 M Shares | +$654.39 M Value
Largest position increase in sector
2025 Q2
Reduced Exposure to Position
-439,471 Shares | -$17.73 M Value
Significant reduction in holdings of Utilities
2025 Q2
Complete Exit
-139,098 Shares | -$9.07 M Value
Cleared AVLV, sector remains in portfolio
2025 Q2
Joel Greenblatt's Historical Top Holdings Breakdown
Portfolio Date:
Joel Greenblatt Top Stock Picks
| Ticker | Name | Date | Activity | Shares | Shares Change | Value Change |
|---|---|---|---|---|---|---|
| 06/30/2025 | Add 32.1% | 4.36 M | 1.06 M | $654.39 M | ||
| 06/30/2025 | Add 558.3% | 748,815 | 635,060 | $63.94 M | ||
| 06/30/2025 | Add 88.9% | 128,540 | 60,483 | $34.36 M | ||
| 06/30/2025 | Add 3478.7% | 538,312 | 523,270 | $30.52 M | ||
| 06/30/2025 | Add 854.1% | 1.32 M | 1.18 M | $24.87 M | ||
| 06/30/2025 | Add 197.8% | 490,813 | 325,986 | $23.88 M | ||
| 06/30/2025 | Add 673.1% | 1.23 M | 1.07 M | $23.46 M | ||
| 06/30/2025 | Add 308.0% | 729,086 | 550,369 | $23.12 M | ||
| 06/30/2025 | Add 182.7% | 325,739 | 210,531 | $22.43 M | ||
| 06/30/2025 | Add 1528.7% | 267,798 | 251,356 | $22.32 M |