Joel Greenblatt's CRUS Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 230,556 shares of Cirrus Logic, Inc. (CRUS) worth $27.32 M, representing 0.10% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 45 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in CRUS, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2015, adding 760,703 shares. Largest reduction occurred in Q4 2014, reducing 1.7 M shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Cirrus Logic (CRUS) Holding Value Over Time
Track share changes against reported price movement
Quarterly Cirrus Logic (CRUS) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +41,758 | Add 22.12% | 230,556 | $118.50 |
| Q3 2025 | +81,929 | Add 76.66% | 188,798 | $125.29 |
| Q2 2025 | +14,576 | Add 15.79% | 106,869 | $104.25 |
| Q1 2025 | +52,218 | Add 130.30% | 92,293 | $99.66 |
| Q4 2024 | -18,730 | Reduce 31.85% | 40,075 | $99.58 |
| Q3 2024 | +27,699 | Add 89.05% | 58,805 | $124.21 |
| Q2 2024 | +26,766 | Add 616.73% | 31,106 | $127.66 |
| Q1 2024 | +4,340 | New Buy | 4,340 | $92.56 |
| Q3 2023 | -16,038 | Sold Out | 0 | $0.00 |
| Q2 2023 | -21,385 | Reduce 57.14% | 16,038 | $81.01 |
| Q1 2023 | +37,423 | New Buy | 37,423 | $109.38 |
| Q4 2022 | -12,182 | Sold Out | 0 | $0.00 |
| Q3 2022 | +12,182 | New Buy | 12,182 | $68.79 |
| Q3 2021 | -10,098 | Sold Out | 0 | $0.00 |
| Q2 2021 | +10,098 | New Buy | 10,098 | $85.17 |
| Q1 2021 | -5,178 | Sold Out | 0 | $0.00 |
| Q4 2020 | -21,725 | Reduce 80.75% | 5,178 | $82.27 |
| Q3 2020 | -83,115 | Reduce 75.55% | 26,903 | $67.46 |
| Q2 2020 | -19,155 | Reduce 14.83% | 110,018 | $61.78 |
| Q1 2020 | +74,365 | Add 135.68% | 129,173 | $65.63 |
| Q4 2019 | -52,849 | Reduce 49.09% | 54,808 | $82.41 |
| Q3 2019 | +107,657 | New Buy | 107,657 | $53.58 |
| Q2 2019 | -10,566 | Sold Out | 0 | $0.00 |
| Q1 2019 | +10,566 | New Buy | 10,566 | $42.12 |
| Q4 2018 | -38,364 | Sold Out | 0 | $0.00 |
| Q3 2018 | -457,877 | Reduce 92.27% | 38,364 | $38.60 |
| Q2 2018 | +75,165 | Add 17.85% | 496,241 | $38.33 |
| Q1 2018 | +421,076 | New Buy | 421,076 | $40.63 |
| Q3 2017 | -405,576 | Sold Out | 0 | $0.00 |
| Q2 2017 | +26,447 | Add 6.98% | 405,576 | $62.72 |
| Q1 2017 | +373,604 | Add 6762.06% | 379,129 | $60.69 |
| Q4 2016 | +5,525 | New Buy | 5,525 | $56.47 |
| Q3 2016 | -7,322 | Sold Out | 0 | $0.00 |
| Q2 2016 | -42,909 | Reduce 85.42% | 7,322 | $38.79 |
| Q1 2016 | +50,231 | New Buy | 50,231 | $36.41 |
| Q4 2015 | -1.14 M | Sold Out | 0 | $0.00 |
| Q3 2015 | +378,990 | Add 49.82% | 1.14 M | $31.51 |
| Q2 2015 | +760,703 | New Buy | 760,703 | $34.03 |
| Q4 2014 | -1.7 M | Sold Out | 0 | $0.00 |
| Q3 2014 | +239,004 | Add 16.34% | 1.7 M | $20.85 |
| Q2 2014 | +182,339 | Add 14.24% | 1.46 M | $22.74 |
| Q1 2014 | +371,434 | Add 40.85% | 1.28 M | $19.87 |
| Q4 2013 | +291,089 | Add 47.09% | 909,290 | $20.42 |
| Q3 2013 | +249,389 | Add 67.62% | 618,201 | $22.66 |
| Q2 2013 | +368,812 | Add 0.00% | 368,812 | $17.36 |
Joel Greenblatt's Cirrus Logic Investment FAQs
Joel Greenblatt first purchased Cirrus Logic, Inc. (CRUS) in Q2 2013, acquiring 368,812 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 Cirrus Logic, Inc. (CRUS) for 45 quarters since Q2 2013.
Joel Greenblatt's largest addition to Cirrus Logic, Inc. (CRUS) was in Q2 2015, adding 760,703 shares worth $25.89 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 230,556 shares of Cirrus Logic, Inc. (CRUS), valued at approximately $27.32 M.
As of the Q4 2025 filing, Cirrus Logic, Inc. (CRUS) represents approximately 0.10% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Cirrus Logic, Inc. (CRUS) was 1,702,067 shares, as reported at the end of Q3 2014.