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Joel Greenblatt’s BAH Holdings & Trades

First Buy
Q2 2013
Duration Held
46 Quarters
Largest Add
Q2 2013
+955,166 Shares
Current Position
178,064 Shares
$17.8 M Value

Joel Greenblatt's BAH Position Overview

Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 178,064 shares of Booz Allen Hamilton Holding Corporation (BAH) worth $17.8 M, representing 0.08% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 46 quarters.

Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in BAH, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2016, adding 415,227 shares. Largest reduction occurred in Q3 2015, reducing 823,458 shares.

Analysis based on 13F filings available since 2013 Q2

Joel Greenblatt's Booz Allen Hamilton Holding Corporation (BAH) Holding Value Over Time

Track share changes against reported price movement

Quarterly Booz Allen Hamilton Holding Corporation (BAH) Trades by Joel Greenblatt

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2013 +955,166 Add 0.00% 955,165 $17.38
Q3 2013 +155,486 Add 16.28% 1.11 M $19.32
Q4 2013 -339,288 Reduce 30.55% 771,363 $19.15
Q1 2014 +67,450 Add 8.74% 838,813 $22.00
Q2 2014 -223,447 Reduce 26.64% 615,366 $21.24
Q3 2014 +238,790 Add 38.80% 854,156 $23.40
Q4 2014 +66,759 Add 7.82% 920,915 $26.53
Q1 2015 -141,227 Reduce 15.34% 779,688 $28.94
Q2 2015 +43,770 Add 5.61% 823,458 $25.24
Q3 2015 -823,458 Sold Out 0 $0.00
Q2 2016 +127,804 New Buy 127,804 $29.64
Q3 2016 -127,804 Sold Out 0 $0.00
Q4 2016 +415,227 New Buy 415,227 $36.07
Q1 2017 -323,108 Reduce 77.81% 92,119 $35.39
Q2 2017 -6,086 Reduce 6.61% 86,033 $32.55
Q3 2017 -86,033 Sold Out 0 $0.00
Q2 2018 +14,652 New Buy 14,652 $43.75
Q3 2018 -14,652 Sold Out 0 $0.00
Q4 2018 +306,976 New Buy 306,976 $45.07
Q1 2019 -277,734 Reduce 90.47% 29,242 $58.14
Q2 2019 +12,955 Add 44.30% 42,197 $66.21
Q3 2019 +64,720 Add 153.38% 106,917 $71.02
Q4 2019 -67,738 Reduce 63.36% 39,179 $71.14
Q1 2020 -27,191 Reduce 69.40% 11,988 $68.65
Q2 2020 -2,619 Reduce 21.85% 9,369 $77.81
Q3 2020 +324 Add 3.46% 9,693 $82.95
Q4 2020 +31,621 Add 326.23% 41,314 $87.19
Q1 2021 -12,014 Reduce 29.08% 29,300 $80.55
Q2 2021 -20,836 Reduce 71.11% 8,464 $85.18
Q3 2021 -2,582 Reduce 30.51% 5,882 $79.39
Q4 2021 +25,432 Add 432.37% 31,314 $84.79
Q1 2022 -25,458 Reduce 81.30% 5,856 $87.77
Q2 2022 +4,584 Add 78.28% 10,440 $90.33
Q3 2022 -3,431 Reduce 32.86% 7,009 $92.31
Q4 2022 -116 Reduce 1.66% 6,893 $104.52
Q1 2023 +6,084 Add 88.26% 12,977 $92.69
Q2 2023 +1,156 Add 8.91% 14,133 $111.60
Q3 2023 -4 Reduce 0.03% 14,129 $109.27
Q4 2023 +3,926 Add 27.79% 18,055 $127.91
Q1 2024 +13,864 Add 76.79% 31,919 $148.44
Q2 2024 -18,019 Reduce 56.45% 13,900 $153.90
Q3 2024 -31 Reduce 0.22% 13,869 $162.76
Q4 2024 +23,589 Add 170.08% 37,458 $128.70
Q1 2025 +3,675 Add 9.81% 41,133 $104.58
Q2 2025 +8,963 Add 21.79% 50,096 $104.13
Q3 2025 +127,968 Add 255.45% 178,064 $99.95

Joel Greenblatt's Booz Allen Hamilton Holding Corporation Investment FAQs

Joel Greenblatt first purchased Booz Allen Hamilton Holding Corporation (BAH) in Q2 2013, acquiring 955,165 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 Booz Allen Hamilton Holding Corporation (BAH) for 46 quarters since Q2 2013.

Joel Greenblatt's largest addition to Booz Allen Hamilton Holding Corporation (BAH) was in Q2 2013, adding 955,165 shares worth $16.6 M.

According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 178,064 shares of Booz Allen Hamilton Holding Corporation (BAH), valued at approximately $17.8 M.

As of the Q3 2025 filing, Booz Allen Hamilton Holding Corporation (BAH) 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 Booz Allen Hamilton Holding Corporation (BAH) was 1,110,651 shares, as reported at the end of Q3 2013.