Joel Greenblatt's EG Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 10,775 shares of Everest Group, Ltd. (EG) worth $3.77 M, representing 0.02% 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 EG, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2025, adding 5,608 shares. Largest reduction occurred in Q2 2020, reducing 3,544 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Everest Group (EG) Holding Value Over Time
Track share changes against reported price movement
Quarterly Everest Group (EG) Trades by Joel Greenblatt
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +2,934 | Add 0.00% | 2,933 | $128.20 |
| Q3 2013 | +158 | Add 5.39% | 3,091 | $145.26 |
| Q4 2013 | -3 | Reduce 0.10% | 3,088 | $155.76 |
| Q1 2014 | +28 | Add 0.91% | 3,116 | $153.08 |
| Q2 2014 | -1,605 | Reduce 51.51% | 1,511 | $160.82 |
| Q3 2014 | +5 | Add 0.33% | 1,516 | $162.27 |
| Q4 2014 | -78 | Reduce 5.15% | 1,438 | $170.38 |
| Q1 2015 | -133 | Reduce 9.25% | 1,305 | $173.95 |
| Q2 2015 | +28 | Add 2.15% | 1,333 | $182.30 |
| Q3 2015 | -1,333 | Sold Out | 1,333 | $0.00 |
| Q2 2017 | +2,999 | New Buy | 2,999 | $254.75 |
| Q3 2017 | -1,622 | Reduce 54.08% | 1,377 | $228.03 |
| Q4 2017 | +1,468 | Add 106.61% | 2,845 | $221.09 |
| Q1 2018 | -2,845 | Sold Out | 2,845 | $0.00 |
| Q3 2019 | +1,233 | New Buy | 1,233 | $266.02 |
| Q4 2019 | +1,236 | Add 100.24% | 2,469 | $277.04 |
| Q1 2020 | +5,189 | Add 210.17% | 7,658 | $192.48 |
| Q2 2020 | -3,544 | Reduce 46.28% | 4,114 | $206.13 |
| Q3 2020 | -2,845 | Reduce 69.15% | 1,269 | $197.79 |
| Q4 2020 | -97 | Reduce 7.64% | 1,172 | $233.79 |
| Q1 2021 | +24 | Add 2.05% | 1,196 | $247.49 |
| Q2 2021 | +48 | Add 4.01% | 1,244 | $252.41 |
| Q3 2021 | -1,244 | Sold Out | 1,244 | $0.00 |
| Q1 2023 | +3,081 | New Buy | 3,081 | $358.02 |
| Q2 2023 | -3,081 | Sold Out | 3,081 | $0.00 |
| Q3 2023 | +2,077 | New Buy | 2,077 | $371.67 |
| Q4 2023 | +1,323 | Add 63.70% | 3,400 | $353.58 |
| Q1 2024 | -1,098 | Reduce 32.29% | 2,302 | $397.50 |
| Q2 2024 | +141 | Add 6.13% | 2,443 | $381.02 |
| Q3 2024 | -133 | Reduce 5.44% | 2,310 | $391.83 |
| Q4 2024 | +307 | Add 13.29% | 2,617 | $362.46 |
| Q1 2025 | -789 | Reduce 30.15% | 1,828 | $363.33 |
| Q2 2025 | +5,608 | Add 306.78% | 7,436 | $339.85 |
| Q3 2025 | +3,339 | Add 44.90% | 10,775 | $350.23 |
Joel Greenblatt's Everest Group Investment FAQs
Joel Greenblatt first purchased Everest Group, Ltd. (EG) in Q2 2013, acquiring 2,933 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 Everest Group, Ltd. (EG) 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 Everest Group, Ltd. (EG) was in Q2 2025, adding 7,436 shares worth $2.53 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 10,775 shares of Everest Group, Ltd. (EG), valued at approximately $3.77 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Everest Group, Ltd. (EG) represents approximately 0.02% 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 Everest Group, Ltd. (EG) was 10,775 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.