Joel Greenblatt's CARR Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 283,284 shares of Carrier Global Corporation (CARR) worth $14.97 M, representing 0.05% of the portfolio. First purchased in 2020-Q2, this long-term strategic position has been held for 23 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in CARR, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2025, adding 183,752 shares. Largest reduction occurred in Q4 2022, reducing 86,365 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Carrier Global Corporation (CARR) Holding Value Over Time
Track share changes against reported price movement
Quarterly Carrier Global Corporation (CARR) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +110,094 | Add 63.57% | 283,284 | $52.84 |
| Q3 2025 | -64,509 | Reduce 27.14% | 173,190 | $59.70 |
| Q2 2025 | +183,752 | Add 340.62% | 237,699 | $73.19 |
| Q1 2025 | +45,687 | Add 553.11% | 53,947 | $63.40 |
| Q4 2024 | +3,833 | Add 86.58% | 8,260 | $68.26 |
| Q3 2024 | -23,615 | Reduce 84.21% | 4,427 | $80.49 |
| Q2 2024 | -32,935 | Reduce 54.01% | 28,042 | $63.08 |
| Q1 2024 | -64,218 | Reduce 51.29% | 60,977 | $58.13 |
| Q4 2023 | +32,417 | Add 34.94% | 125,195 | $57.45 |
| Q3 2023 | +83,240 | Add 872.72% | 92,778 | $55.20 |
| Q2 2023 | -36,098 | Reduce 79.10% | 9,538 | $49.71 |
| Q1 2023 | -4,651 | Reduce 9.25% | 45,636 | $45.75 |
| Q4 2022 | -86,365 | Reduce 63.20% | 50,287 | $41.25 |
| Q3 2022 | -54,286 | Reduce 28.43% | 136,652 | $35.56 |
| Q2 2022 | +156,040 | Add 447.13% | 190,938 | $35.66 |
| Q1 2022 | +34,898 | New Buy | 34,898 | $45.88 |
| Q4 2021 | -75,965 | Sold Out | 0 | $0.00 |
| Q3 2021 | +62,513 | Add 464.71% | 75,965 | $51.76 |
| Q2 2021 | -53,015 | Reduce 79.76% | 13,452 | $48.62 |
| Q1 2021 | -41,455 | Reduce 38.41% | 66,467 | $42.22 |
| Q4 2020 | +43,885 | Add 68.53% | 107,922 | $37.72 |
| Q3 2020 | -644 | Reduce 1.00% | 64,037 | $30.54 |
| Q2 2020 | +64,681 | New Buy | 64,681 | $22.22 |
Joel Greenblatt's Carrier Global Corporation Investment FAQs
Joel Greenblatt first purchased Carrier Global Corporation (CARR) in Q2 2020, acquiring 64,681 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 Carrier Global Corporation (CARR) for 23 quarters since Q2 2020.
Joel Greenblatt's largest addition to Carrier Global Corporation (CARR) was in Q2 2025, adding 237,699 shares worth $17.4 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 283,284 shares of Carrier Global Corporation (CARR), valued at approximately $14.97 M.
As of the Q4 2025 filing, Carrier Global Corporation (CARR) represents approximately 0.05% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Carrier Global Corporation (CARR) was 283,284 shares, as reported at the end of Q4 2025.