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Joel Greenblatt’s AYI Holdings & Trades

First Buy
Q1 2014
Duration Held
42 Quarters
Largest Add
Q3 2017
+82,274 Shares
Current Position
64,378 Shares
$23.18 M Value

Joel Greenblatt's AYI Position Overview

Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 64,378 shares of Acuity Inc. (AYI) worth $23.18 M, representing 0.08% of the portfolio. First purchased in 2014-Q1, this long-term strategic position has been held for 42 quarters.

Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in AYI, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2017, adding 82,274 shares. Largest reduction occurred in Q3 2018, reducing 77,837 shares.

Analysis based on 13F filings available since 2013 Q2

Joel Greenblatt's Acuity (AYI) Holding Value Over Time

Track share changes against reported price movement

Quarterly Acuity (AYI) Trades by Joel Greenblatt

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 +37,954 Add 143.63% 64,378 $360.04
Q3 2025 +9,289 Add 54.21% 26,424 $344.39
Q2 2025 -4,117 Reduce 19.37% 17,135 $298.34
Q1 2025 +5,440 Add 34.40% 21,252 $263.35
Q4 2024 +4,395 Add 38.50% 15,812 $292.13
Q3 2024 +662 Add 6.16% 11,417 $275.39
Q2 2024 +5,174 Add 92.71% 10,755 $241.44
Q1 2024 -2,156 Reduce 27.87% 5,581 $268.73
Q4 2023 -8,395 Reduce 52.04% 7,737 $204.83
Q3 2023 +4,735 Add 41.55% 16,132 $170.31
Q2 2023 +3,658 Add 47.27% 11,397 $163.08
Q1 2023 +2,497 Add 47.63% 7,739 $182.73
Q4 2022 +2,848 Add 118.96% 5,242 $165.61
Q3 2022 -614 Reduce 20.41% 2,394 $157.48
Q2 2022 +3,008 New Buy 3,008 $153.92
Q2 2021 -4,831 Sold Out 0 $0.00
Q1 2021 -2,621 Reduce 35.17% 4,831 $164.98
Q4 2020 -12,327 Reduce 62.32% 7,452 $121.04
Q3 2020 +1,661 Add 9.17% 19,779 $102.33
Q2 2020 +12,906 Add 247.62% 18,118 $95.76
Q1 2020 -5,856 Reduce 52.91% 5,212 $85.57
Q4 2019 +1,573 Add 16.57% 11,068 $137.97
Q3 2019 -18,319 Reduce 65.86% 9,495 $134.81
Q2 2019 +18,198 Add 189.25% 27,814 $137.92
Q1 2019 +5,145 Add 115.07% 9,616 $120.01
Q4 2018 -4,870 Reduce 52.14% 4,471 $114.96
Q3 2018 -77,837 Reduce 89.29% 9,341 $157.16
Q2 2018 -51,976 Reduce 37.35% 87,178 $115.87
Q1 2018 +8,821 Add 6.77% 139,154 $139.19
Q4 2017 +48,059 Add 58.41% 130,333 $176.00
Q3 2017 +82,274 New Buy 82,274 $171.28
Q1 2017 -8,369 Sold Out 0 $0.00
Q4 2016 +8,369 New Buy 8,369 $230.85
Q3 2016 -1,875 Sold Out 0 $0.00
Q2 2016 +1,875 New Buy 1,875 $248.00
Q1 2016 -6,119 Sold Out 0 $0.00
Q4 2015 +2,365 Add 63.00% 6,119 $233.86
Q3 2015 +3,754 New Buy 3,754 $175.55
Q1 2015 -2,186 Sold Out 0 $0.00
Q4 2014 +2,186 New Buy 2,186 $139.98
Q2 2014 -7,523 Sold Out 0 $0.00
Q1 2014 +7,523 New Buy 7,523 $132.53

Joel Greenblatt's Acuity Investment FAQs

Joel Greenblatt first purchased Acuity Inc. (AYI) in Q1 2014, acquiring 7,523 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 Acuity Inc. (AYI) for 42 quarters since Q1 2014.

Joel Greenblatt's largest addition to Acuity Inc. (AYI) was in Q3 2017, adding 82,274 shares worth $14.09 M.

According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 64,378 shares of Acuity Inc. (AYI), valued at approximately $23.18 M.

As of the Q4 2025 filing, Acuity Inc. (AYI) represents approximately 0.08% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.

Joel Greenblatt's peak holding in Acuity Inc. (AYI) was 139,154 shares, as reported at the end of Q1 2018.