Joel Greenblatt's BAM Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 14,867 shares of Brookfield Asset Management Ltd. (BAM) worth $778,882, representing 0.00% of the portfolio. First purchased in 2015-Q1, this medium-term investment has been held for 15 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in BAM, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 15,788 shares. Largest reduction occurred in Q2 2020, reducing 12,039 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Brookfield Asset Management (BAM) Holding Value Over Time
Track share changes against reported price movement
Quarterly Brookfield Asset Management (BAM) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -921 | Reduce 5.83% | 14,867 | $52.39 |
| Q3 2025 | +15,788 | New Buy | 15,788 | $56.94 |
| Q4 2022 | -7,705 | Sold Out | 0 | $0.00 |
| Q3 2022 | +841 | Add 12.25% | 7,705 | $40.88 |
| Q2 2022 | +3,182 | Add 86.42% | 6,864 | $44.43 |
| Q1 2022 | +3,682 | New Buy | 3,682 | $56.49 |
| Q2 2020 | -12,039 | Sold Out | 0 | $0.00 |
| Q1 2020 | +3,006 | Add 33.28% | 12,039 | $29.32 |
| Q4 2019 | +1,367 | Add 17.83% | 9,033 | $38.30 |
| Q3 2019 | +7,666 | New Buy | 7,666 | $35.09 |
| Q2 2018 | -11,052 | Sold Out | 0 | $0.00 |
| Q1 2018 | +11,052 | New Buy | 11,052 | $25.79 |
| Q3 2015 | -11,590 | Sold Out | 0 | $0.00 |
| Q2 2015 | +2,477 | Add 27.18% | 11,590 | $23.12 |
| Q1 2015 | +9,113 | New Buy | 9,113 | $23.70 |
Joel Greenblatt's Brookfield Asset Management Investment FAQs
Joel Greenblatt first purchased Brookfield Asset Management Ltd. (BAM) in Q1 2015, acquiring 9,113 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 Brookfield Asset Management Ltd. (BAM) for 15 quarters since Q1 2015.
Joel Greenblatt's largest addition to Brookfield Asset Management Ltd. (BAM) was in Q3 2025, adding 15,788 shares worth $898,969.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 14,867 shares of Brookfield Asset Management Ltd. (BAM), valued at approximately $778,882.
As of the Q4 2025 filing, Brookfield Asset Management Ltd. (BAM) represents approximately 0.00% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Brookfield Asset Management Ltd. (BAM) was 15,788 shares, as reported at the end of Q3 2025.