Joel Greenblatt's AZZ Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 11,438 shares of AZZ Inc. (AZZ) worth $1.25 M, representing 0.01% of the portfolio. First purchased in 2014-Q3, this long-term strategic position has been held for 45 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in AZZ, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2014, adding 154,822 shares. Largest reduction occurred in Q1 2016, reducing 138,534 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's AZZ (AZZ) Holding Value Over Time
Track share changes against reported price movement
Quarterly AZZ (AZZ) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2014 | +71,555 | New Buy | 71,555 | $41.77 |
| Q4 2014 | +154,822 | Add 216.37% | 226,377 | $46.92 |
| Q1 2015 | +28,176 | Add 12.45% | 254,553 | $46.59 |
| Q2 2015 | -73,807 | Reduce 28.99% | 180,746 | $51.80 |
| Q3 2015 | -10,752 | Reduce 5.95% | 169,994 | $48.69 |
| Q4 2015 | -16,899 | Reduce 9.94% | 153,095 | $55.57 |
| Q1 2016 | -138,534 | Reduce 90.49% | 14,561 | $56.59 |
| Q2 2016 | +3,329 | Add 22.86% | 17,890 | $59.98 |
| Q3 2016 | -17,890 | Sold Out | 17,890 | $0.00 |
| Q2 2017 | +8,811 | New Buy | 8,811 | $55.84 |
| Q3 2017 | -8,811 | Sold Out | 8,811 | $0.00 |
| Q2 2018 | +5,581 | New Buy | 5,581 | $43.36 |
| Q3 2018 | +2,297 | Add 41.16% | 7,878 | $50.52 |
| Q4 2018 | -7,878 | Sold Out | 7,878 | $0.00 |
| Q1 2019 | +25,615 | New Buy | 25,615 | $40.91 |
| Q2 2019 | +9,319 | Add 36.38% | 34,934 | $46.03 |
| Q3 2019 | -6,470 | Reduce 18.52% | 28,464 | $43.56 |
| Q4 2019 | -28,464 | Sold Out | 28,464 | $0.00 |
| Q1 2020 | +8,232 | New Buy | 8,232 | $28.06 |
| Q2 2020 | +1,839 | Add 22.34% | 10,071 | $34.36 |
| Q3 2020 | -10,071 | Sold Out | 10,071 | $0.00 |
| Q2 2024 | +7,188 | New Buy | 7,188 | $77.25 |
| Q3 2024 | -1,701 | Reduce 23.66% | 5,487 | $82.61 |
| Q4 2024 | -5,487 | Sold Out | 5,487 | $0.00 |
| Q2 2025 | +3,053 | New Buy | 3,053 | $94.48 |
| Q3 2025 | +8,385 | Add 274.65% | 11,438 | $109.13 |
Joel Greenblatt's AZZ Investment FAQs
Joel Greenblatt first purchased AZZ Inc. (AZZ) in Q3 2014, acquiring 71,555 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 AZZ Inc. (AZZ) for 45 quarters since Q3 2014.
Joel Greenblatt's largest addition to AZZ Inc. (AZZ) was in Q4 2014, adding 226,377 shares worth $10.62 M.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 11,438 shares of AZZ Inc. (AZZ), valued at approximately $1.25 M.
As of the Q3 2025 filing, AZZ Inc. (AZZ) represents approximately 0.01% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in AZZ Inc. (AZZ) was 254,553 shares, as reported at the end of Q1 2015.