Joel Greenblatt's BAM Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 15.8K shares of Brookfield Asset Management Ltd. (BAM) worth $898,969, representing 0.00% of the portfolio. First purchased in 2015-Q1, this long-term strategic position has been held for 43 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in BAM, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2025, adding 8.1K shares. Largest reduction occurred in Q1 2022, reducing 8.4K 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2015 | +9,113 | New Buy | 9,113 | $23.70 |
| Q2 2015 | +2,477 | Add 27.18% | 11,590 | $23.12 |
| Q3 2015 | -11,590 | Sold Out | 11,590 | $0.00 |
| Q1 2018 | +11,052 | New Buy | 11,052 | $25.79 |
| Q2 2018 | -11,052 | Sold Out | 11,052 | $0.00 |
| Q3 2019 | +7,666 | New Buy | 7,666 | $35.09 |
| Q4 2019 | +1,367 | Add 17.83% | 9,033 | $38.30 |
| Q1 2020 | +3,006 | Add 33.28% | 12,039 | $29.32 |
| Q2 2020 | -12,039 | Sold Out | 12,039 | $0.00 |
| Q1 2022 | +3,682 | New Buy | 3,682 | $56.49 |
| Q2 2022 | +3,182 | Add 86.42% | 6,864 | $44.43 |
| Q3 2022 | +841 | Add 12.25% | 7,705 | $40.88 |
| Q4 2022 | -7,705 | Sold Out | 7,705 | $0.00 |
| Q3 2025 | +15,788 | New Buy | 15,788 | $56.94 |
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 43 quarters since Q1 2015. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to Brookfield Asset Management Ltd. (BAM) was in Q3 2025, adding 15,788 shares worth $898,969. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 15,788 shares of Brookfield Asset Management Ltd. (BAM), valued at approximately $898,969. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 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. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's peak holding in Brookfield Asset Management Ltd. (BAM) was 15,788 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.