Joel Greenblatt's DIS Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 435,304 shares of The Walt Disney Company (DIS) worth $49.52 M, representing 0.18% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 49 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in DIS, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2016, adding 569,725 shares. Largest reduction occurred in Q4 2016, reducing 495,728 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's The Walt Disney Company (DIS) Holding Value Over Time
Track share changes against reported price movement
Quarterly The Walt Disney Company (DIS) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +24,902 | Add 6.07% | 435,304 | $113.77 |
| Q3 2025 | +63,218 | Add 18.21% | 410,402 | $114.50 |
| Q2 2025 | +82,695 | Add 31.27% | 347,184 | $124.01 |
| Q1 2025 | -19,096 | Reduce 6.73% | 264,489 | $98.70 |
| Q4 2024 | -55,475 | Reduce 16.36% | 283,585 | $111.35 |
| Q3 2024 | +91,104 | Add 36.74% | 339,060 | $96.19 |
| Q2 2024 | +120,148 | Add 94.01% | 247,956 | $99.29 |
| Q1 2024 | -40,083 | Reduce 23.87% | 127,808 | $122.36 |
| Q4 2023 | +91,382 | Add 119.44% | 167,891 | $90.29 |
| Q3 2023 | +39,850 | Add 108.70% | 76,509 | $81.05 |
| Q2 2023 | -5,242 | Reduce 12.51% | 36,659 | $89.28 |
| Q1 2023 | +16,511 | Add 65.03% | 41,901 | $100.13 |
| Q4 2022 | -92,998 | Reduce 78.55% | 25,390 | $86.88 |
| Q3 2022 | +74,890 | Add 172.17% | 118,388 | $94.33 |
| Q2 2022 | +2,025 | Add 4.88% | 43,498 | $94.40 |
| Q1 2022 | +29,088 | Add 234.86% | 41,473 | $137.15 |
| Q4 2021 | -12,466 | Reduce 50.16% | 12,385 | $154.86 |
| Q3 2021 | +4,276 | Add 20.78% | 24,851 | $169.17 |
| Q2 2021 | -22,014 | Reduce 51.69% | 20,575 | $175.75 |
| Q1 2021 | -47,058 | Reduce 52.49% | 42,589 | $184.53 |
| Q4 2020 | -18,126 | Reduce 16.82% | 89,647 | $181.18 |
| Q3 2020 | -12,952 | Reduce 10.73% | 107,773 | $124.08 |
| Q2 2020 | -7,178 | Reduce 5.61% | 120,725 | $111.51 |
| Q1 2020 | +68,156 | Add 114.07% | 127,903 | $96.60 |
| Q4 2019 | -30,110 | Reduce 33.51% | 59,747 | $144.63 |
| Q3 2019 | +20,006 | Add 28.64% | 89,857 | $130.32 |
| Q2 2019 | -206,153 | Reduce 74.69% | 69,851 | $139.64 |
| Q1 2019 | -70,454 | Reduce 20.34% | 276,004 | $111.03 |
| Q4 2018 | -155,877 | Reduce 31.03% | 346,458 | $109.65 |
| Q3 2018 | +21,220 | Add 4.41% | 502,335 | $116.94 |
| Q2 2018 | +441,380 | Add 1110.81% | 481,115 | $104.81 |
| Q1 2018 | +1,339 | Add 3.49% | 39,735 | $100.44 |
| Q4 2017 | -325,671 | Reduce 89.45% | 38,396 | $107.51 |
| Q3 2017 | +68,403 | Add 23.14% | 364,067 | $98.57 |
| Q2 2017 | +174,294 | Add 143.61% | 295,664 | $106.25 |
| Q1 2017 | -92,474 | Reduce 43.24% | 121,370 | $113.39 |
| Q4 2016 | -495,728 | Reduce 69.86% | 213,844 | $104.22 |
| Q3 2016 | +569,725 | Add 407.39% | 709,572 | $92.86 |
| Q2 2016 | +139,847 | New Buy | 139,847 | $97.82 |
| Q1 2016 | -2,045 | Sold Out | 0 | $0.00 |
| Q4 2015 | -103,207 | Reduce 98.06% | 2,045 | $105.13 |
| Q3 2015 | +105,252 | New Buy | 105,252 | $102.20 |
| Q1 2015 | -11,536 | Sold Out | 0 | $0.00 |
| Q4 2014 | -1,909 | Reduce 14.20% | 11,536 | $94.23 |
| Q3 2014 | -230,512 | Reduce 94.49% | 13,445 | $89.03 |
| Q2 2014 | +67,865 | Add 38.54% | 243,957 | $85.74 |
| Q1 2014 | +176,092 | New Buy | 176,092 | $80.07 |
| Q3 2013 | -17,214 | Sold Out | 0 | $0.00 |
| Q2 2013 | +17,214 | Add 0.00% | 17,214 | $63.15 |
Joel Greenblatt's The Walt Disney Company Investment FAQs
Joel Greenblatt first purchased The Walt Disney Company (DIS) in Q2 2013, acquiring 17,214 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 Walt Disney Company (DIS) for 49 quarters since Q2 2013.
Joel Greenblatt's largest addition to The Walt Disney Company (DIS) was in Q3 2016, adding 709,572 shares worth $65.89 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 435,304 shares of The Walt Disney Company (DIS), valued at approximately $49.52 M.
As of the Q4 2025 filing, The Walt Disney Company (DIS) represents approximately 0.18% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in The Walt Disney Company (DIS) was 709,572 shares, as reported at the end of Q3 2016.