Joel Greenblatt’s ALK Holdings & Trades

First Buy
Q2 2013
Duration Held
50 Quarters
Largest Add
Q2 2016
+540,327 Shares
Current Position
307,136 Shares
$15.29 M Value

Joel Greenblatt's ALK Position Overview

Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 307,136 shares of Alaska Air Group, Inc. (ALK) worth $15.29 M, representing 0.07% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.

Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in ALK, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2016, adding 540,327 shares. Largest reduction occurred in Q4 2015, reducing 607,816 shares.

Analysis based on 13F filings available since 2013 Q2

Joel Greenblatt's Alaska Air Group (ALK) Holding Value Over Time

Track share changes against reported price movement

Quarterly Alaska Air Group (ALK) Trades by Joel Greenblatt

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2013 +73,786 Add 0.00% 73,784 $25.99
Q3 2013 -73,784 Sold Out 73,784 $0.00
Q2 2014 +204,198 New Buy 204,198 $47.53
Q3 2014 +524,728 Add 256.97% 728,926 $43.54
Q4 2014 -728,926 Sold Out 728,926 $0.00
Q4 2015 +121,110 New Buy 121,110 $80.51
Q1 2016 -56,407 Reduce 46.58% 64,703 $82.02
Q2 2016 +540,327 Add 835.09% 605,030 $58.29
Q3 2016 -356,332 Reduce 58.89% 248,698 $65.86
Q4 2016 -16,697 Reduce 6.71% 232,001 $88.73
Q1 2017 -89,050 Reduce 38.38% 142,951 $92.22
Q2 2017 -87,237 Reduce 61.03% 55,714 $89.76
Q3 2017 +151,058 Add 271.13% 206,772 $76.27
Q4 2017 -14,947 Reduce 7.23% 191,825 $73.51
Q1 2018 +166,611 Add 86.86% 358,436 $61.96
Q2 2018 -358,436 Sold Out 358,436 $0.00
Q4 2018 +164,571 New Buy 164,571 $60.85
Q1 2019 -164,571 Sold Out 164,571 $0.00
Q2 2019 +3,154 New Buy 3,154 $64.05
Q3 2019 +100,860 Add 3197.84% 104,014 $64.91
Q4 2019 +42,775 Add 41.12% 146,789 $67.75
Q1 2020 +258,890 Add 176.37% 405,679 $28.47
Q2 2020 -367,703 Reduce 90.64% 37,976 $36.26
Q3 2020 +60,039 Add 158.10% 98,015 $36.63
Q4 2020 -30,538 Reduce 31.16% 67,477 $52.00
Q1 2021 -51,541 Reduce 76.38% 15,936 $69.21
Q2 2021 -2,959 Reduce 18.57% 12,977 $60.34
Q3 2021 -3,116 Reduce 24.01% 9,861 $58.61
Q4 2021 +49,894 Add 505.97% 59,755 $52.10
Q1 2022 +15,092 Add 25.26% 74,847 $58.01
Q2 2022 -57,710 Reduce 77.10% 17,137 $40.03
Q3 2022 +46,854 Add 273.41% 63,991 $39.15
Q4 2022 -15,166 Reduce 23.70% 48,825 $42.94
Q1 2023 +15,479 Add 31.70% 64,304 $41.96
Q2 2023 -21,340 Reduce 33.19% 42,964 $53.18
Q3 2023 -1,241 Reduce 2.89% 41,723 $37.08
Q4 2023 +72,143 Add 172.91% 113,866 $39.07
Q1 2024 +22,443 Add 19.71% 136,309 $42.99
Q2 2024 +42,279 Add 31.02% 178,588 $40.40
Q3 2024 -32,154 Reduce 18.00% 146,434 $45.21
Q4 2024 +11,133 Add 7.60% 157,567 $64.75
Q1 2025 +1,549 Add 0.98% 159,116 $49.22
Q2 2025 +231,252 Add 145.34% 390,368 $49.48
Q3 2025 -83,232 Reduce 21.32% 307,136 $49.78

Joel Greenblatt's Alaska Air Group Investment FAQs

Joel Greenblatt first purchased Alaska Air Group, Inc. (ALK) in Q2 2013, acquiring 73,784 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Joel Greenblatt has held Alaska Air Group, Inc. (ALK) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Joel Greenblatt's largest addition to Alaska Air Group, Inc. (ALK) was in Q2 2016, adding 605,030 shares worth $35.27 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 307,136 shares of Alaska Air Group, Inc. (ALK), valued at approximately $15.29 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, Alaska Air Group, Inc. (ALK) represents approximately 0.07% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Joel Greenblatt's peak holding in Alaska Air Group, Inc. (ALK) was 728,926 shares, as reported at the end of Q3 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.