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Joel Greenblatt’s BJ Holdings & Trades

First Buy
Q3 2018
Duration Held
30 Quarters
Largest Add
Q2 2019
+117,014 Shares
Current Position
4,126 Shares
$371,464 Value

Joel Greenblatt's BJ Position Overview

Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 4,126 shares of BJ's Wholesale Club Holdings, Inc. (BJ) worth $371,464, representing 0.00% of the portfolio. First purchased in 2018-Q3, this long-term strategic position has been held for 30 quarters.

Based on 13F filings, Joel Greenblatt has maintained a strategic position in BJ, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2019, adding 117,014 shares. Largest reduction occurred in Q4 2019, reducing 55,832 shares.

Analysis based on 13F filings available since 2013 Q2

Joel Greenblatt's BJ's Wholesale Club Holdings (BJ) Holding Value Over Time

Track share changes against reported price movement

Quarterly BJ's Wholesale Club Holdings (BJ) Trades by Joel Greenblatt

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 -10,288 Reduce 71.38% 4,126 $90.03
Q3 2025 +817 Add 6.01% 14,414 $93.25
Q2 2025 +9,435 Add 226.69% 13,597 $107.83
Q1 2025 -551 Reduce 11.69% 4,162 $114.10
Q4 2024 -6,745 Reduce 58.87% 4,713 $89.35
Q3 2024 +3,062 Add 36.47% 11,458 $82.48
Q2 2024 -757 Reduce 8.27% 8,396 $87.84
Q1 2024 +520 Add 6.02% 9,153 $75.65
Q4 2023 -3,629 Reduce 29.60% 8,633 $66.66
Q3 2023 -25,465 Reduce 67.50% 12,262 $71.37
Q2 2023 +18,882 Add 100.20% 37,727 $63.01
Q1 2023 +4,881 Add 34.95% 18,845 $76.07
Q4 2022 +3,350 Add 31.56% 13,964 $66.16
Q3 2022 -7 Reduce 0.07% 10,614 $72.83
Q2 2022 +6,710 Add 171.57% 10,621 $62.33
Q1 2022 -2,666 Reduce 40.54% 3,911 $67.50
Q4 2021 +1,075 Add 19.54% 6,577 $66.90
Q3 2021 -984 Reduce 15.17% 5,502 $54.89
Q2 2021 -5,579 Reduce 46.24% 6,486 $47.64
Q1 2021 -48,838 Reduce 80.19% 12,065 $44.84
Q4 2020 +4,130 Add 7.27% 60,903 $37.27
Q3 2020 +36,856 Add 185.05% 56,773 $41.55
Q2 2020 +11,810 Add 145.68% 19,917 $37.25
Q1 2020 -51,374 Reduce 86.37% 8,107 $25.41
Q4 2019 -55,832 Reduce 48.42% 59,481 $22.75
Q3 2019 -43,921 Reduce 27.58% 115,313 $25.87
Q2 2019 +117,014 Add 277.15% 159,234 $26.40
Q1 2019 +33,017 Add 358.76% 42,220 $27.40
Q4 2018 -50,069 Reduce 84.47% 9,203 $22.17
Q3 2018 +59,272 New Buy 59,272 $26.77

Joel Greenblatt's BJ's Wholesale Club Holdings Investment FAQs

Joel Greenblatt first purchased BJ's Wholesale Club Holdings, Inc. (BJ) in Q3 2018, acquiring 59,272 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 BJ's Wholesale Club Holdings, Inc. (BJ) for 30 quarters since Q3 2018.

Joel Greenblatt's largest addition to BJ's Wholesale Club Holdings, Inc. (BJ) was in Q2 2019, adding 159,234 shares worth $4.2 M.

According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 4,126 shares of BJ's Wholesale Club Holdings, Inc. (BJ), valued at approximately $371,464.

As of the Q4 2025 filing, BJ's Wholesale Club Holdings, Inc. (BJ) 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 BJ's Wholesale Club Holdings, Inc. (BJ) was 159,234 shares, as reported at the end of Q2 2019.