Joel Greenblatt's BMI Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 3,112 shares of Badger Meter, Inc. (BMI) worth $542,764, representing 0.00% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 39 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in BMI, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2013, adding 106,200 shares. Largest reduction occurred in Q4 2013, reducing 107,156 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Badger Meter (BMI) Holding Value Over Time
Track share changes against reported price movement
Quarterly Badger Meter (BMI) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -4,385 | Reduce 58.49% | 3,112 | $174.41 |
| Q3 2025 | +3,658 | Add 95.29% | 7,497 | $178.58 |
| Q2 2025 | -1,117 | Reduce 22.54% | 3,839 | $244.95 |
| Q1 2025 | +2,127 | Add 75.19% | 4,956 | $190.25 |
| Q4 2024 | -271 | Reduce 8.74% | 2,829 | $212.12 |
| Q3 2024 | +8 | Add 0.26% | 3,100 | $218.41 |
| Q2 2024 | -745 | Reduce 19.42% | 3,092 | $186.35 |
| Q1 2024 | -800 | Reduce 17.25% | 3,837 | $161.81 |
| Q4 2023 | +1,715 | Add 58.69% | 4,637 | $154.37 |
| Q3 2023 | +55 | Add 1.92% | 2,922 | $143.87 |
| Q2 2023 | -237 | Reduce 7.64% | 2,867 | $147.56 |
| Q1 2023 | -737 | Reduce 19.19% | 3,104 | $121.82 |
| Q4 2022 | +787 | Add 25.77% | 3,841 | $109.03 |
| Q3 2022 | -2,069 | Reduce 40.39% | 3,054 | $92.34 |
| Q2 2022 | -2,068 | Reduce 28.76% | 5,123 | $80.81 |
| Q1 2022 | +5,068 | Add 238.72% | 7,191 | $99.71 |
| Q4 2021 | -248 | Reduce 10.46% | 2,123 | $106.45 |
| Q3 2021 | -1,403 | Reduce 37.18% | 2,371 | $101.22 |
| Q2 2021 | -5,292 | Reduce 58.37% | 3,774 | $98.04 |
| Q1 2021 | -4,980 | Reduce 35.45% | 9,066 | $93.10 |
| Q4 2020 | -6,063 | Reduce 30.15% | 14,046 | $94.05 |
| Q3 2020 | -8,817 | Reduce 30.48% | 20,109 | $65.39 |
| Q2 2020 | +5,035 | Add 21.07% | 28,926 | $62.92 |
| Q1 2020 | +933 | Add 4.06% | 23,891 | $53.62 |
| Q4 2019 | -5,284 | Reduce 18.71% | 22,958 | $64.94 |
| Q3 2019 | -3,819 | Reduce 11.91% | 28,242 | $53.71 |
| Q2 2019 | +14,640 | Add 84.04% | 32,061 | $59.70 |
| Q1 2019 | +17,421 | New Buy | 17,421 | $55.62 |
| Q4 2017 | -15,320 | Sold Out | 0 | $0.00 |
| Q3 2017 | +15,320 | New Buy | 15,320 | $49.02 |
| Q4 2016 | -10,625 | Sold Out | 0 | $0.00 |
| Q3 2016 | -2,253 | Reduce 17.49% | 10,625 | $33.51 |
| Q2 2016 | +12,878 | New Buy | 12,878 | $36.50 |
| Q3 2014 | -8,088 | Sold Out | 0 | $0.00 |
| Q2 2014 | -12,730 | Reduce 61.15% | 8,088 | $26.34 |
| Q1 2014 | -1,174 | Reduce 5.34% | 20,818 | $27.57 |
| Q4 2013 | -107,156 | Reduce 82.97% | 21,992 | $27.24 |
| Q3 2013 | +106,200 | Add 462.79% | 129,148 | $23.25 |
| Q2 2013 | +22,948 | Add 0.00% | 22,948 | $22.27 |
Joel Greenblatt's Badger Meter Investment FAQs
Joel Greenblatt first purchased Badger Meter, Inc. (BMI) in Q2 2013, acquiring 22,948 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 Badger Meter, Inc. (BMI) for 39 quarters since Q2 2013.
Joel Greenblatt's largest addition to Badger Meter, Inc. (BMI) was in Q3 2013, adding 129,148 shares worth $3 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 3,112 shares of Badger Meter, Inc. (BMI), valued at approximately $542,764.
As of the Q4 2025 filing, Badger Meter, Inc. (BMI) 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 Badger Meter, Inc. (BMI) was 129,148 shares, as reported at the end of Q3 2013.