Joel Greenblatt's CPB Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 399,184 shares of The Campbell's Company (CPB) worth $11.13 M, representing 0.04% of the portfolio. First purchased in 2014-Q1, this long-term strategic position has been held for 47 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in CPB, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2015, adding 710,825 shares. Largest reduction occurred in Q3 2015, reducing 663,884 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's The Campbell's Company (CPB) Holding Value Over Time
Track share changes against reported price movement
Quarterly The Campbell's Company (CPB) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -126,800 | Reduce 24.11% | 399,184 | $27.87 |
| Q3 2025 | +142,011 | Add 36.98% | 525,984 | $31.58 |
| Q2 2025 | +284,708 | Add 286.82% | 383,973 | $30.65 |
| Q1 2025 | +83,537 | Add 531.14% | 99,265 | $39.92 |
| Q4 2024 | +10,062 | Add 177.59% | 15,728 | $41.88 |
| Q3 2024 | +5,666 | New Buy | 5,666 | $48.92 |
| Q2 2024 | -94,769 | Sold Out | 0 | $0.00 |
| Q1 2024 | +41,571 | Add 78.14% | 94,769 | $44.45 |
| Q4 2023 | -68,570 | Reduce 56.31% | 53,198 | $43.23 |
| Q3 2023 | -2,896 | Reduce 2.32% | 121,768 | $41.08 |
| Q2 2023 | +9,348 | Add 8.11% | 124,664 | $45.71 |
| Q1 2023 | +45,397 | Add 64.93% | 115,316 | $54.98 |
| Q4 2022 | +31,001 | Add 79.66% | 69,919 | $56.75 |
| Q3 2022 | -4,528 | Reduce 10.42% | 38,918 | $47.12 |
| Q2 2022 | +11,521 | Add 36.09% | 43,446 | $48.06 |
| Q1 2022 | +18,982 | Add 146.66% | 31,925 | $44.57 |
| Q4 2021 | -11,036 | Reduce 46.02% | 12,943 | $43.50 |
| Q3 2021 | -14,342 | Reduce 37.43% | 23,979 | $41.83 |
| Q2 2021 | -24,325 | Reduce 38.83% | 38,321 | $45.59 |
| Q1 2021 | -59,889 | Reduce 48.88% | 62,646 | $50.27 |
| Q4 2020 | +30,387 | Add 32.98% | 122,535 | $48.35 |
| Q3 2020 | -170,075 | Reduce 64.86% | 92,148 | $48.37 |
| Q2 2020 | -176,297 | Reduce 40.20% | 262,223 | $49.63 |
| Q1 2020 | +142,543 | Add 48.16% | 438,520 | $46.16 |
| Q4 2019 | +131,707 | Add 80.18% | 295,977 | $49.42 |
| Q3 2019 | -201,657 | Reduce 55.11% | 164,270 | $46.92 |
| Q2 2019 | +59,534 | Add 19.43% | 365,927 | $40.07 |
| Q1 2019 | +284,817 | Add 1320.06% | 306,393 | $38.13 |
| Q4 2018 | +21,576 | New Buy | 21,576 | $33.00 |
| Q2 2018 | -286,892 | Sold Out | 0 | $0.00 |
| Q1 2018 | +116,771 | Add 68.64% | 286,892 | $43.31 |
| Q4 2017 | -222,477 | Reduce 56.67% | 170,121 | $48.11 |
| Q3 2017 | -511,723 | Reduce 56.59% | 392,598 | $46.82 |
| Q2 2017 | +262,698 | Add 40.94% | 904,321 | $52.15 |
| Q1 2017 | +578,860 | Add 922.29% | 641,623 | $57.24 |
| Q4 2016 | -418,332 | Reduce 86.95% | 62,763 | $60.47 |
| Q3 2016 | -203,914 | Reduce 29.77% | 481,095 | $54.70 |
| Q2 2016 | +285,871 | Add 71.62% | 685,009 | $66.53 |
| Q1 2016 | +399,138 | New Buy | 399,138 | $63.79 |
| Q4 2015 | -100,068 | Sold Out | 0 | $0.00 |
| Q3 2015 | -663,884 | Reduce 86.90% | 100,068 | $50.68 |
| Q2 2015 | +710,825 | Add 1337.97% | 763,952 | $47.65 |
| Q1 2015 | -409,156 | Reduce 88.51% | 53,127 | $46.55 |
| Q4 2014 | +405,414 | Add 712.89% | 462,283 | $44.00 |
| Q3 2014 | -228,801 | Reduce 80.09% | 56,869 | $42.73 |
| Q2 2014 | +190,568 | Add 200.38% | 285,670 | $45.81 |
| Q1 2014 | +95,102 | New Buy | 95,102 | $44.88 |
Joel Greenblatt's The Campbell's Company Investment FAQs
Joel Greenblatt first purchased The Campbell's Company (CPB) in Q1 2014, acquiring 95,102 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 The Campbell's Company (CPB) for 47 quarters since Q1 2014.
Joel Greenblatt's largest addition to The Campbell's Company (CPB) was in Q2 2015, adding 763,952 shares worth $36.4 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 399,184 shares of The Campbell's Company (CPB), valued at approximately $11.13 M.
As of the Q4 2025 filing, The Campbell's Company (CPB) 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 The Campbell's Company (CPB) was 904,321 shares, as reported at the end of Q2 2017.