Joel Greenblatt's FIZZ Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 23,513 shares of National Beverage Corp. (FIZZ) worth $733,606, representing 0.00% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 37 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in FIZZ, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2016, adding 117,552 shares. Largest reduction occurred in Q3 2015, reducing 95,342 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's National Beverage (FIZZ) Holding Value Over Time
Track share changes against reported price movement
Quarterly National Beverage (FIZZ) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +940 | Add 4.16% | 23,513 | $31.20 |
| Q1 2026 | -8,909 | Reduce 28.30% | 22,573 | $33.65 |
| Q4 2025 | +9,994 | Add 46.51% | 31,482 | $31.89 |
| Q3 2025 | +15,436 | Add 255.06% | 21,488 | $36.92 |
| Q2 2025 | +6,052 | New Buy | 6,052 | $43.24 |
| Q4 2023 | -8,852 | Sold Out | 0 | $0.00 |
| Q3 2023 | +4,384 | Add 98.12% | 8,852 | $47.02 |
| Q2 2023 | +56 | Add 1.27% | 4,468 | $48.35 |
| Q1 2023 | +4,412 | New Buy | 4,412 | $52.72 |
| Q1 2022 | -9,082 | Sold Out | 0 | $0.00 |
| Q4 2021 | +3,454 | Add 61.37% | 9,082 | $45.36 |
| Q3 2021 | +53 | Add 0.95% | 5,628 | $52.42 |
| Q2 2021 | -2,194 | Reduce 28.24% | 5,575 | $47.17 |
| Q1 2021 | -14,241 | Reduce 64.70% | 7,769 | $48.91 |
| Q4 2020 | -820 | Reduce 3.59% | 22,010 | $42.44 |
| Q3 2020 | +1,070 | Add 4.92% | 22,830 | $33.99 |
| Q2 2020 | -67,650 | Reduce 75.66% | 21,760 | $30.51 |
| Q1 2020 | +74,992 | Add 520.13% | 89,410 | $21.33 |
| Q4 2019 | +14,418 | New Buy | 14,418 | $25.52 |
| Q3 2019 | -38,406 | Sold Out | 0 | $0.00 |
| Q2 2019 | +29,328 | Add 323.07% | 38,406 | $22.31 |
| Q1 2019 | -57,000 | Reduce 86.26% | 9,078 | $28.86 |
| Q4 2018 | +59,458 | Add 898.16% | 66,078 | $35.88 |
| Q3 2018 | +6,620 | New Buy | 6,620 | $58.31 |
| Q1 2018 | -37,406 | Sold Out | 0 | $0.00 |
| Q4 2017 | +37,406 | New Buy | 37,406 | $48.71 |
| Q1 2017 | -38,572 | Sold Out | 0 | $0.00 |
| Q4 2016 | -78,980 | Reduce 67.19% | 38,572 | $25.54 |
| Q3 2016 | +117,552 | New Buy | 117,552 | $22.02 |
| Q3 2015 | -95,342 | Sold Out | 0 | $0.00 |
| Q2 2015 | -42,822 | Reduce 30.99% | 95,342 | $11.24 |
| Q1 2015 | +59,210 | Add 74.99% | 138,164 | $12.20 |
| Q4 2014 | -1,838 | Reduce 2.27% | 78,954 | $11.31 |
| Q3 2014 | +45,336 | Add 127.87% | 80,792 | $9.75 |
| Q2 2014 | +35,456 | New Buy | 35,456 | $9.45 |
| Q3 2013 | -29,826 | Sold Out | 0 | $0.00 |
| Q2 2013 | +29,826 | Add 0.00% | 29,826 | $8.75 |
Joel Greenblatt's National Beverage Investment FAQs
Joel Greenblatt first purchased National Beverage Corp. (FIZZ) in Q2 2013, acquiring 29,826 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 National Beverage Corp. (FIZZ) for 37 quarters since Q2 2013.
Joel Greenblatt's largest addition to National Beverage Corp. (FIZZ) was in Q3 2016, adding 117,552 shares worth $2.59 M.
According to the latest 13F filing for Q2 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 23,513 shares of National Beverage Corp. (FIZZ), valued at approximately $733,606.
As of the Q2 2026 filing, National Beverage Corp. (FIZZ) represents approximately 0.00% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in National Beverage Corp. (FIZZ) was 138,164 shares, as reported at the end of Q1 2015.