Joel Greenblatt’s BRK.B Holdings & Trades

First Buy
Q3 2013
Duration Held
49 Quarters
Largest Add
Q3 2018
+57,346 Shares
Current Position
103,244 Shares
$51.9 M Value

Joel Greenblatt's BRK.B Position Overview

Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 103,244 shares of Berkshire Hathaway Inc. (BRK.B) worth $51.9 M, representing 0.23% of the portfolio. First purchased in 2013-Q3, this long-term strategic position has been held for 49 quarters.

Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in BRK.B, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2018, adding 57,346 shares. Largest reduction occurred in Q2 2019, reducing 58,479 shares.

Analysis based on 13F filings available since 2013 Q2

Joel Greenblatt's Berkshire Hathaway (BRK.B) Holding Value Over Time

Track share changes against reported price movement

Quarterly Berkshire Hathaway (BRK.B) Trades by Joel Greenblatt

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q3 2013 +1,907 New Buy 1,907 $113.27
Q4 2013 +809 Add 42.42% 2,716 $118.56
Q1 2014 -2,716 Sold Out 2,716 $118.56
Q1 2016 +2,241 New Buy 2,241 $141.90
Q2 2016 +3,293 Add 146.94% 5,534 $144.74
Q3 2016 +5,262 Add 95.08% 10,796 $144.50
Q4 2016 +100 Add 0.93% 10,896 $163.00
Q1 2017 +23,506 Add 215.73% 34,402 $166.68
Q2 2017 +3,613 Add 10.50% 38,015 $169.38
Q3 2017 -10,277 Reduce 27.03% 27,738 $183.32
Q4 2017 -5,649 Reduce 20.37% 22,089 $198.20
Q1 2018 +39,950 Add 180.86% 62,039 $199.49
Q2 2018 +1,815 Add 2.93% 63,854 $186.64
Q3 2018 +57,346 Add 89.81% 121,200 $214.11
Q4 2018 +24,661 Add 20.35% 145,861 $204.18
Q1 2019 +10,284 Add 7.05% 156,145 $200.89
Q2 2019 -58,479 Reduce 37.45% 97,666 $213.17
Q3 2019 -16,707 Reduce 17.11% 80,959 $208.02
Q4 2019 +24,965 Add 30.84% 105,924 $226.50
Q1 2020 -15,020 Reduce 14.18% 90,904 $182.83
Q2 2020 -34,239 Reduce 37.67% 56,665 $178.51
Q3 2020 +48,446 Add 85.50% 105,111 $212.94
Q4 2020 -14,239 Reduce 13.55% 90,872 $231.86
Q1 2021 -56,719 Reduce 62.42% 34,153 $255.47
Q2 2021 -187 Reduce 0.55% 33,966 $277.92
Q3 2021 +3,089 Add 9.09% 37,055 $272.95
Q4 2021 +53,871 Add 145.38% 90,926 $299.00
Q1 2022 +3,291 Add 3.62% 94,217 $352.91
Q2 2022 +1,721 Add 1.83% 95,938 $273.02
Q3 2022 +2,666 Add 2.78% 98,604 $267.02
Q4 2022 +1,158 Add 1.17% 99,762 $308.90
Q1 2023 -10,741 Reduce 10.77% 89,021 $308.77
Q2 2023 -5,739 Reduce 6.45% 83,282 $341.00
Q3 2023 -369 Reduce 0.44% 82,913 $350.30
Q4 2023 -20,958 Reduce 25.28% 61,955 $356.66
Q1 2024 +1,547 Add 2.50% 63,502 $420.52
Q2 2024 +9,130 Add 14.38% 72,632 $406.80
Q3 2024 +5,785 Add 7.96% 78,417 $460.26
Q4 2024 +386 Add 0.49% 78,803 $453.28
Q1 2025 +18,042 Add 22.90% 96,845 $532.58
Q2 2025 +1,139 Add 1.18% 97,984 $485.77
Q3 2025 +5,260 Add 5.37% 103,244 $502.74

Joel Greenblatt's Berkshire Hathaway Investment FAQs

Joel Greenblatt first purchased Berkshire Hathaway Inc. (BRK.B) in Q3 2013, acquiring 1,907 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 Berkshire Hathaway Inc. (BRK.B) for 49 quarters since Q3 2013.

Joel Greenblatt's largest addition to Berkshire Hathaway Inc. (BRK.B) was in Q3 2018, adding 121,200 shares worth $25.95 M.

According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 103,244 shares of Berkshire Hathaway Inc. (BRK.B), valued at approximately $51.9 M.

As of the Q3 2025 filing, Berkshire Hathaway Inc. (BRK.B) represents approximately 0.23% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.

Joel Greenblatt's peak holding in Berkshire Hathaway Inc. (BRK.B) was 156,145 shares, as reported at the end of Q1 2019.