Joel Greenblatt's BF.B Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 378,270 shares of Brown-Forman Corporation (BF.B) worth $10.24 M, representing 0.04% of the portfolio. First purchased in 2015-Q2, 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 BF.B, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2016, adding 589,363 shares. Largest reduction occurred in Q3 2016, reducing 237,694 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Brown-Forman Corporation (BF.B) Holding Value Over Time
Track share changes against reported price movement
Quarterly Brown-Forman Corporation (BF.B) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2015 | +24,359 | New Buy | 24,359 | $32.06 |
| Q3 2015 | -24,359 | Sold Out | 24,359 | $32.06 |
| Q2 2016 | +613,722 | New Buy | 613,722 | $31.92 |
| Q3 2016 | -237,694 | Reduce 38.73% | 376,028 | $30.36 |
| Q4 2016 | -376,028 | Sold Out | 376,028 | $30.36 |
| Q1 2017 | +336,373 | New Buy | 336,373 | $29.56 |
| Q2 2017 | -117,970 | Reduce 35.07% | 218,403 | $31.10 |
| Q3 2017 | +67,235 | Add 30.78% | 285,638 | $34.75 |
| Q4 2017 | -231,738 | Reduce 81.13% | 53,900 | $43.95 |
| Q1 2018 | +43,080 | Add 79.93% | 96,980 | $54.40 |
| Q2 2018 | +268,968 | Add 277.34% | 365,948 | $49.01 |
| Q3 2018 | -165,609 | Reduce 45.25% | 200,339 | $50.55 |
| Q4 2018 | -200,339 | Sold Out | 200,339 | $50.55 |
| Q2 2019 | +4,649 | New Buy | 4,649 | $55.50 |
| Q3 2019 | -4,649 | Sold Out | 4,649 | $55.50 |
| Q2 2020 | +4,634 | New Buy | 4,634 | $63.66 |
| Q3 2020 | -4,634 | Sold Out | 4,634 | $63.66 |
| Q4 2020 | +3,840 | New Buy | 3,840 | $79.43 |
| Q1 2021 | +4,195 | Add 109.24% | 8,035 | $68.95 |
| Q2 2021 | -8,035 | Sold Out | 8,035 | $68.95 |
| Q3 2021 | +14,966 | New Buy | 14,966 | $67.02 |
| Q4 2021 | -11,394 | Reduce 76.13% | 3,572 | $72.79 |
| Q1 2022 | +22,403 | Add 627.18% | 25,975 | $67.03 |
| Q2 2022 | -5,123 | Reduce 19.72% | 20,852 | $70.16 |
| Q3 2022 | -3,338 | Reduce 16.01% | 17,514 | $66.58 |
| Q4 2022 | -8,907 | Reduce 50.86% | 8,607 | $65.68 |
| Q1 2023 | +6,945 | Add 80.69% | 15,552 | $64.27 |
| Q2 2023 | +16,770 | Add 107.83% | 32,322 | $66.78 |
| Q3 2023 | -32,322 | Sold Out | 32,322 | $66.78 |
| Q2 2024 | +80,764 | New Buy | 80,764 | $43.19 |
| Q3 2024 | +11,448 | Add 14.17% | 92,212 | $49.20 |
| Q4 2024 | -34,378 | Reduce 37.28% | 57,834 | $37.98 |
| Q1 2025 | +22,231 | Add 38.44% | 80,065 | $33.94 |
| Q2 2025 | +2,776 | Add 3.47% | 82,841 | $26.91 |
| Q3 2025 | +295,429 | Add 356.62% | 378,270 | $27.08 |
Joel Greenblatt's Brown-Forman Corporation Investment FAQs
Joel Greenblatt first purchased Brown-Forman Corporation (BF.B) in Q2 2015, acquiring 24,359 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 Brown-Forman Corporation (BF.B) for 42 quarters since Q2 2015.
Joel Greenblatt's largest addition to Brown-Forman Corporation (BF.B) was in Q2 2016, adding 613,722 shares worth $19.59 M.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 378,270 shares of Brown-Forman Corporation (BF.B), valued at approximately $10.24 M.
As of the Q3 2025 filing, Brown-Forman Corporation (BF.B) represents approximately 0.04% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Brown-Forman Corporation (BF.B) was 613,722 shares, as reported at the end of Q2 2016.