Joel Greenblatt's DCI Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 309,766 shares of Donaldson Company, Inc. (DCI) worth $26.29 M, representing 0.08% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 43 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in DCI, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2016, adding 170,343 shares. Largest reduction occurred in Q2 2014, reducing 215,280 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Donaldson Company (DCI) Holding Value Over Time
Track share changes against reported price movement
Quarterly Donaldson Company (DCI) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -16,225 | Reduce 4.98% | 309,766 | $84.87 |
| Q4 2025 | +56,389 | Add 20.92% | 325,991 | $88.66 |
| Q3 2025 | +95,209 | Add 54.59% | 269,602 | $81.85 |
| Q2 2025 | -1,563 | Reduce 0.89% | 174,393 | $69.35 |
| Q1 2025 | +26,263 | Add 17.54% | 175,956 | $67.06 |
| Q4 2024 | -5,773 | Reduce 3.71% | 149,693 | $67.35 |
| Q3 2024 | +57,980 | Add 59.48% | 155,466 | $73.70 |
| Q2 2024 | +46,505 | Add 91.22% | 97,486 | $71.56 |
| Q1 2024 | -18,780 | Reduce 26.92% | 50,981 | $74.68 |
| Q4 2023 | -30,393 | Reduce 30.35% | 69,761 | $65.35 |
| Q3 2023 | +32,431 | Add 47.89% | 100,154 | $59.64 |
| Q2 2023 | +42,430 | Add 167.75% | 67,723 | $62.51 |
| Q1 2023 | +5,760 | Add 29.49% | 25,293 | $65.34 |
| Q4 2022 | +7,266 | Add 59.23% | 19,533 | $58.87 |
| Q3 2022 | +2,185 | Add 21.67% | 12,267 | $48.99 |
| Q2 2022 | +5,844 | Add 137.90% | 10,082 | $48.11 |
| Q1 2022 | +4,238 | New Buy | 4,238 | $51.91 |
| Q4 2021 | -3,730 | Sold Out | 0 | $0.00 |
| Q3 2021 | -2,347 | Reduce 38.62% | 3,730 | $57.37 |
| Q2 2021 | -9,284 | Reduce 60.44% | 6,077 | $63.52 |
| Q1 2021 | -1,481 | Reduce 8.79% | 15,361 | $58.13 |
| Q4 2020 | +11,981 | Add 246.47% | 16,842 | $55.87 |
| Q3 2020 | -12,268 | Reduce 71.62% | 4,861 | $46.49 |
| Q2 2020 | -221 | Reduce 1.27% | 17,129 | $46.53 |
| Q1 2020 | +17,350 | New Buy | 17,350 | $38.62 |
| Q4 2018 | -37,192 | Sold Out | 0 | $0.00 |
| Q3 2018 | +37,192 | New Buy | 37,192 | $58.27 |
| Q4 2017 | -7,795 | Sold Out | 0 | $0.00 |
| Q3 2017 | -4,357 | Reduce 35.85% | 7,795 | $45.93 |
| Q2 2017 | -91,282 | Reduce 88.25% | 12,152 | $45.51 |
| Q1 2017 | -122,612 | Reduce 54.24% | 103,434 | $45.52 |
| Q4 2016 | +170,343 | Add 305.81% | 226,046 | $42.08 |
| Q3 2016 | +45,303 | Add 435.61% | 55,703 | $37.32 |
| Q2 2016 | +10,400 | New Buy | 10,400 | $34.33 |
| Q4 2015 | -18,880 | Sold Out | 0 | $0.00 |
| Q3 2015 | +18,880 | New Buy | 18,880 | $28.07 |
| Q4 2014 | -49,626 | Sold Out | 0 | $0.00 |
| Q3 2014 | +7,206 | Add 16.99% | 49,626 | $40.62 |
| Q2 2014 | -215,280 | Reduce 83.54% | 42,420 | $42.31 |
| Q1 2014 | +108,319 | Add 72.51% | 257,700 | $42.40 |
| Q4 2013 | +112,715 | Add 307.41% | 149,381 | $43.46 |
| Q3 2013 | -19,496 | Reduce 34.71% | 36,666 | $38.13 |
| Q2 2013 | +56,162 | Add 0.00% | 56,162 | $35.66 |
Joel Greenblatt's Donaldson Company Investment FAQs
Joel Greenblatt first purchased Donaldson Company, Inc. (DCI) in Q2 2013, acquiring 56,162 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 Donaldson Company, Inc. (DCI) for 43 quarters since Q2 2013.
Joel Greenblatt's largest addition to Donaldson Company, Inc. (DCI) was in Q4 2016, adding 226,046 shares worth $9.51 M.
According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 309,766 shares of Donaldson Company, Inc. (DCI), valued at approximately $26.29 M.
As of the Q1 2026 filing, Donaldson Company, Inc. (DCI) represents approximately 0.08% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Donaldson Company, Inc. (DCI) was 325,991 shares, as reported at the end of Q4 2025.