Joel Greenblatt's DCI Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 269,602 shares of Donaldson Company, Inc. (DCI) worth $22.07 M, representing 0.10% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +56,163 | Add 0.00% | 56,162 | $35.66 |
| Q3 2013 | -19,496 | Reduce 34.71% | 36,666 | $38.13 |
| Q4 2013 | +112,715 | Add 307.41% | 149,381 | $43.46 |
| Q1 2014 | +108,319 | Add 72.51% | 257,700 | $42.40 |
| Q2 2014 | -215,280 | Reduce 83.54% | 42,420 | $42.31 |
| Q3 2014 | +7,206 | Add 16.99% | 49,626 | $40.62 |
| Q4 2014 | -49,626 | Sold Out | 49,626 | $0.00 |
| Q3 2015 | +18,880 | New Buy | 18,880 | $28.07 |
| Q4 2015 | -18,880 | Sold Out | 18,880 | $0.00 |
| Q2 2016 | +10,400 | New Buy | 10,400 | $34.33 |
| Q3 2016 | +45,303 | Add 435.61% | 55,703 | $37.32 |
| Q4 2016 | +170,343 | Add 305.81% | 226,046 | $42.08 |
| Q1 2017 | -122,612 | Reduce 54.24% | 103,434 | $45.52 |
| Q2 2017 | -91,282 | Reduce 88.25% | 12,152 | $45.51 |
| Q3 2017 | -4,357 | Reduce 35.85% | 7,795 | $45.93 |
| Q4 2017 | -7,795 | Sold Out | 7,795 | $0.00 |
| Q3 2018 | +37,192 | New Buy | 37,192 | $58.27 |
| Q4 2018 | -37,192 | Sold Out | 37,192 | $0.00 |
| Q1 2020 | +17,350 | New Buy | 17,350 | $38.62 |
| Q2 2020 | -221 | Reduce 1.27% | 17,129 | $46.53 |
| Q3 2020 | -12,268 | Reduce 71.62% | 4,861 | $46.49 |
| Q4 2020 | +11,981 | Add 246.47% | 16,842 | $55.87 |
| Q1 2021 | -1,481 | Reduce 8.79% | 15,361 | $58.13 |
| Q2 2021 | -9,284 | Reduce 60.44% | 6,077 | $63.52 |
| Q3 2021 | -2,347 | Reduce 38.62% | 3,730 | $57.37 |
| Q4 2021 | -3,730 | Sold Out | 3,730 | $0.00 |
| Q1 2022 | +4,238 | New Buy | 4,238 | $51.91 |
| Q2 2022 | +5,844 | Add 137.90% | 10,082 | $48.11 |
| Q3 2022 | +2,185 | Add 21.67% | 12,267 | $48.99 |
| Q4 2022 | +7,266 | Add 59.23% | 19,533 | $58.87 |
| Q1 2023 | +5,760 | Add 29.49% | 25,293 | $65.34 |
| Q2 2023 | +42,430 | Add 167.75% | 67,723 | $62.51 |
| Q3 2023 | +32,431 | Add 47.89% | 100,154 | $59.64 |
| Q4 2023 | -30,393 | Reduce 30.35% | 69,761 | $65.35 |
| Q1 2024 | -18,780 | Reduce 26.92% | 50,981 | $74.68 |
| Q2 2024 | +46,505 | Add 91.22% | 97,486 | $71.56 |
| Q3 2024 | +57,980 | Add 59.48% | 155,466 | $73.70 |
| Q4 2024 | -5,773 | Reduce 3.71% | 149,693 | $67.35 |
| Q1 2025 | +26,263 | Add 17.54% | 175,956 | $67.06 |
| Q2 2025 | -1,563 | Reduce 0.89% | 174,393 | $69.35 |
| Q3 2025 | +95,209 | Add 54.59% | 269,602 | $81.85 |
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 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to Donaldson Company, Inc. (DCI) was in Q4 2016, adding 226,046 shares worth $9.51 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 269,602 shares of Donaldson Company, Inc. (DCI), valued at approximately $22.07 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Donaldson Company, Inc. (DCI) represents approximately 0.10% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's peak holding in Donaldson Company, Inc. (DCI) was 269,602 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.