Joel Greenblatt's ESE Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 12.7K shares of ESCO Technologies Inc. (ESE) worth $2.68 M, representing 0.01% of the portfolio. First purchased in 2014-Q1, this long-term strategic position has been held for 47 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in ESE, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2014, adding 126.8K shares. Largest reduction occurred in Q4 2014, reducing 137.5K shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's ESCO Technologies (ESE) Holding Value Over Time
Track share changes against reported price movement
Quarterly ESCO Technologies (ESE) Trades by Joel Greenblatt
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2014 | +19,447 | New Buy | 19,447 | $35.17 |
| Q2 2014 | +126,844 | Add 652.25% | 146,291 | $34.64 |
| Q3 2014 | +31,069 | Add 21.24% | 177,360 | $34.78 |
| Q4 2014 | -137,500 | Reduce 77.53% | 39,860 | $36.90 |
| Q1 2015 | -10,557 | Reduce 26.49% | 29,303 | $38.97 |
| Q2 2015 | -19,832 | Reduce 67.68% | 9,471 | $37.38 |
| Q3 2015 | -9,471 | Sold Out | 9,471 | $0.00 |
| Q4 2015 | +65,662 | New Buy | 65,662 | $36.14 |
| Q1 2016 | -65,662 | Sold Out | 65,662 | $0.00 |
| Q1 2018 | +5,977 | New Buy | 5,977 | $58.56 |
| Q2 2018 | -5,977 | Sold Out | 5,977 | $0.00 |
| Q4 2018 | +7,643 | New Buy | 7,643 | $65.94 |
| Q1 2019 | -1,361 | Reduce 17.81% | 6,282 | $67.02 |
| Q2 2019 | -6,282 | Sold Out | 6,282 | $0.00 |
| Q1 2020 | +7,220 | New Buy | 7,220 | $75.90 |
| Q2 2020 | -4,171 | Reduce 57.77% | 3,049 | $84.62 |
| Q3 2020 | +646 | Add 21.19% | 3,695 | $80.65 |
| Q4 2020 | -1,427 | Reduce 38.62% | 2,268 | $103.17 |
| Q1 2021 | -2,268 | Sold Out | 2,268 | $0.00 |
| Q3 2021 | +4,249 | New Buy | 4,249 | $76.96 |
| Q4 2021 | -4,249 | Sold Out | 4,249 | $0.00 |
| Q1 2025 | +2,244 | New Buy | 2,244 | $159.12 |
| Q2 2025 | +58 | Add 2.58% | 2,302 | $191.87 |
| Q3 2025 | +10,384 | Add 451.09% | 12,686 | $211.11 |
Joel Greenblatt's ESCO Technologies Investment FAQs
Joel Greenblatt first purchased ESCO Technologies Inc. (ESE) in Q1 2014, acquiring 19,447 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 ESCO Technologies Inc. (ESE) for 47 quarters since Q1 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to ESCO Technologies Inc. (ESE) was in Q2 2014, adding 146,291 shares worth $5.07 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 12,686 shares of ESCO Technologies Inc. (ESE), valued at approximately $2.68 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, ESCO Technologies Inc. (ESE) represents approximately 0.01% 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 ESCO Technologies Inc. (ESE) was 177,360 shares, as reported at the end of Q3 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.