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Joel Greenblatt’s ATO Holdings & Trades

First Buy
Q2 2014
Duration Held
14 Quarters
Largest Add
Q1 2026
+36,019 Shares
Current Position
68,017 Shares
$12.56 M Value

Joel Greenblatt's ATO Position Overview

Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 68,017 shares of Atmos Energy Corporation (ATO) worth $12.56 M, representing 0.04% of the portfolio. First purchased in 2014-Q2, this medium-term investment has been held for 14 quarters.

Based on 13F filings, Joel Greenblatt has maintained a strategic position in ATO, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2026, adding 36,019 shares. Largest reduction occurred in Q3 2014, reducing 9,900 shares.

Analysis based on 13F filings available since 2013 Q2

Joel Greenblatt's Atmos Energy Corporation (ATO) Holding Value Over Time

Track share changes against reported price movement

Quarterly Atmos Energy Corporation (ATO) Trades by Joel Greenblatt

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2026 +36,019 Add 112.57% 68,017 $184.72
Q4 2025 +3,460 Add 12.12% 31,998 $167.63
Q3 2025 +11,071 Add 63.38% 28,538 $170.75
Q2 2025 +4,302 Add 32.68% 17,467 $154.11
Q1 2025 +9,759 Add 286.52% 13,165 $154.58
Q4 2024 -271 Reduce 7.37% 3,406 $139.27
Q3 2024 +1,054 Add 40.18% 3,677 $138.71
Q2 2024 +2,623 New Buy 2,623 $116.65
Q2 2023 -2,143 Sold Out 0 $0.00
Q1 2023 +2,143 New Buy 2,143 $112.36
Q3 2022 -1,985 Sold Out 0 $0.00
Q2 2022 +1,985 New Buy 1,985 $112.34
Q3 2014 -9,900 Sold Out 0 $0.00
Q2 2014 +9,900 New Buy 9,900 $53.43

Joel Greenblatt's Atmos Energy Corporation Investment FAQs

Joel Greenblatt first purchased Atmos Energy Corporation (ATO) in Q2 2014, acquiring 9,900 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 Atmos Energy Corporation (ATO) for 14 quarters since Q2 2014.

Joel Greenblatt's largest addition to Atmos Energy Corporation (ATO) was in Q1 2026, adding 68,017 shares worth $12.56 M.

According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 68,017 shares of Atmos Energy Corporation (ATO), valued at approximately $12.56 M.

As of the Q1 2026 filing, Atmos Energy Corporation (ATO) represents approximately 0.04% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.

Joel Greenblatt's peak holding in Atmos Energy Corporation (ATO) was 68,017 shares, as reported at the end of Q1 2026.